Small-scale LNG and steam methane reforming market assessment

To assess market entry potential for modular energy systems, ADI evaluated the deployment of small-scale LNG (ssLNG) and Steam Methane Reforming (SMR) for industrial and transportation applications. The research addressed infrastructure constraints in off-grid regions and evaluated the levelized cost of electricity (LCOE) of modular gas systems against traditional diesel power. Competitive analysis included a review of modular technology providers and the impact of carbon intensity regulations on gas-to-power economics.

Private equity firm

Risk assessment of capital allocation toward modular LNG and hydrogen production in a decarbonizing energy market.

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ADI quantified the fuel-switching potential for high-horsepower engines in mining, rail, and marine fleets.

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Technical evaluation of liquefaction and reforming skids established performance and cost-per-unit comparisons.

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Assessment of bunkering and virtual pipeline networks identified critical bottlenecks in gas distribution.

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Sensitivity analysis of Henry Hub pricing and carbon taxes determined the long-term viability of modular assets.

  • Clear prioritization of ssLNG for maritime bunkering and SMR for industrial hydrogen “over-the-fence” contracts.
Client Results
ADI has been in the industry for years. They know exactly what we need and can deliver it in a ‘nugget’ instead of a 50-page study.
Joe Sentmanat Director, Finance Risk Mgmt, LyondellBasell

Industry experience

Cryogenic equipment market outlook

This assessment forecasted global demand for cryogenic heat exchangers and pumps across LNG, CCUS, and hydrogen liq\uefaction applications. ADI evaluated the cyclical nature of large-scale LNG capex alongside the rapid scale-up of blue hydrogen projects that rely on cryogenic CO2​ separation. The work assessed the role of high-efficiency coil-wound exchangers and brazed aluminum designs for […]

Digital offerings strategy for gas processing

ADI evaluated the total addressable market and outlook over a 10-year period for digital solutions for gas processing. The analysis highlighted a strategic preference for back-office digitalization over field operations, driven by a lack of commercial readiness for wearables and high capex barriers for IoT. ADI mapped these adoption hurdles against process automation partnerships to […]

Drag reducing agents market strategy

This research quantified the global addressable market for drag reducing agents (DRA) across crude oil, refined product, and heavy oil pipelines. ADI assessed the economic trade-offs between chemical additive injection and infrastructure expansion (looping or pump station upgrades) under varying production scenarios. The study evaluated competitive dynamics among key chemical producers and the operational requirements […]

Fuel switching analysis and LNG valuation

ADI evaluated the commercial viability of replacing heavy oil with LNG for industrial steam production in isolated mining and oil and gas operations. The study established the crude oil price thresholds required for fuel-switching profitability and analyzed the global cost of delivering LNG from multiple supply hubs. Technical assessments included evaluating the potential for carbon […]

Industrial natural gas demand and price sensitivity

ADI quantified the price elasticity of industrial natural gas use, distinguishing between fuel and feedstock applications in the petrochemical and refining sectors. The research highlighted significant operational constraints which limit the short-term capability of plants to switch to alternative fuels. By modeling product price indexing for methanol and ammonia, ADI demonstrated how producers mitigate margin […]

LNG market opportunities in the Philippines

ADI analyzed the transition from domestic gas production to LNG imports in the Philippines to address energy security and decarbonization goals. The study benchmarked the levelized cost of electricity (LCOE) for gas-fired combined-cycle plants against coal-based generation, accounting for the environmental costs of emissions. Modeled delivered ex-ship (DES) costs from U.S. export hubs to demonstrate […]

Medium-scale LNG bunkering plant due diligence

ADI conducted a technical and commercial risk assessment of a proposed waterfront LNG facility, focusing on EPCM strategy and marine integration. The work identified critical FEL-3 gaps, including scope exclusions in storage tank quotes and misalignments between piping layouts and plot plans. Rigorous analysis of the bunkering barge cycle times highlighted operational vulnerabilities related to […]

Midstream asset commercial strategy and economics

ADI assessed the market value of natural gas and hydrogen storage assets near the U.S. Gulf Coast through a detailed analysis of regional pipeline interconnects and seasonal spreads. The work evaluated the premium commanded by high-deliverability salt caverns and the technical constraints of repurposing infrastructure for hydrogen. The client Natural gas midstream operator The situation […]

Reciprocating compressor market strategy and outlook

ADI modeled the global reciprocating compressor market segmented by speed across the oil and gas value chain. The research addressed the impact of LNG carrier fleets availability and shifting marine fuel regulations on boil-off gas handling. Strategic analysis focused on the recurring revenue potential of aftermarket services. The client Private equity firm The situation High […]

Shale gas monetization and benchmarking

This study benchmarked various monetization options for shale gas, quantifying the oil-to-gas price ratios required to achieve target investment returns. ADI evaluated the competitive positioning of LNG, gas-to-liquids (GTL), and methanol-to-gasoline (MTG) across major North American gas hubs. The analysis highlighted how regional differences in capital intensity and feedstock accessibility vary across the U.S. Gulf […]

Small-scale LNG in U.S. shale plays

ADI gathered and analyzed commercial data for small-scale LNG and CNG applications across the Bakken, Permian, and Marcellus plays. The research quantified compression costs, liq\uefaction fees, and trucking rates to define current market margins for midstream operators. Strategic implications focused on the infrastructure lag in these plays, creating arbitrage opportunities for mobile fuel delivery to […]

Small-scale LNG market opportunities in Central and Eastern Europe

This study evaluated the penetration of small-scale LNG across 15 countries in Central and Eastern Europe, focusing on heavy-duty trucking and marine bunkering. ADI identified critical infrastructure constraints at regasification terminals, such as the lack of break-bulk and truck-loading services, while modeling the fuel-switching economics against high-tax regional diesel. The analysis prioritized regional investments based […]

Small-scale methanol technology assessment

ADI performed an independent assessment of the technical and economic viability of modular methanol plants in North American shale basins. Research explored the cost arbitrage of converting flared or stranded gas into liquid chemical products across a wide range of feedstock pricing. Analysis identified critical risks in process scale-up and the competitive impact of U.S. […]

Turbomachinery specialty controls market assessment

To evaluate market positioning for specialty turbomachinery controls, ADI analyzed demand drivers across LNG export terminals, FPSOs, and ethylene crackers. The study assessed the reliability trade-offs between OEM-standard controls and independent anti-surge systems in greenfield versus brownfield projects. Primary research with rotating equipment specialists highlighted factors impacting operational risk during commissioning. The client Private equity […]

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CBAM puts a new price tag on emissions

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Cooling fluids are becoming a constraint in AI data centers

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Implications of UAE’s exit from OPEC

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The UAE’s exit from OPEC (see our prior blog) in late April 2026 reflects a decisive shift toward a volume‑driven strategy focused on monetizing its hydrocarbon resource base ahead of the global energy […]