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

Downstream maintenance and capital spend strategy

ADI evaluated the global refining and petrochemical spend to determine market entry strategies for specialty maintenance services and equipment. The assessment addressed regional capacity shifts, specifically the transition from European asset closures to massive integrated complexes in Asia and the Middle East. Strategic planning focused on the trade-offs between routine turnaround services and large-scale modernization […]

Refining turnaround and maintenance due diligence

ADI supported investment due diligence by assessing the market outlook for refinery turnaround (TAR) and maintenance services. Primary research involved interviews with major U.S. Gulf Coast operators to validate job pipelines and post-pandemic labor cost escalations. The work included site-specific unit outage forecasts with regional spending trends and assessing competitive margins. The client Private equity […]

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 […]

Midstream capital and operational spend assessment

To quantify addressable opportunities for midstream services, ADI modeled capital and operational expenditures across North American gathering, transportation, distribution and storage assets. The study evaluated infrastructure constraints in the Permian and Appalachian basins, specifically addressing how rising maintenance needs on aging infrastructure offset cyclical volatility in new project FIDs. Proprietary spend curves were applied to […]

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 […]

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 […]

Valuation assessment for onshore E&P assets

This evaluation quantified the valuation potential of an African oil holdings by benchmarking global M&A transaction data for oil sands and other development-stage fields. ADI analyzed the economic trade-offs between as-is asset sales and value-added farm-out scenarios involving significant drilling investments over a three-year horizon. The findings addressed infrastructure limitations and contingent resource uncertainty within […]

Valuation of integrated energy and chemicals assets

ADI performed technical and commercial due diligence for an integrated energy and chemicals park, evaluating asset configurations. The valuation involved rigorous DCF modeling of scenarios ranging from lube oil complex rejuvenation to asset shutdowns, factoring in terminal value sensitivities. The assessment specifically addressed market risks associated with Monoethylene Glycol (MEG) oversupply and regional demand recovery […]

More insights

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Global diesel markets are leaning more on North America

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Newsletter: Catalyst M&A, plant expansions, and tech development

In September 2026 edition, chemical portfolio realignment continued to accelerate. Shell is exploring the sale of its U.S. chemicals business, while TotalEnergies acquired Shell’s European renewables unit and Lotte Chemical moves to divest its Southeast Asian petrochemical subsidiaries. Sika expanded its adhesives and sealants footprint in Turkey, and Mitsui increased its stake in Nutrinova to […]

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2026 August SAF Tracker highlights – #92

SAF investment scaled across offtake, production, and technology. EVA Air signed an MoU with AIT Worldwide Logistics to provide SAF environmental attributes supporting Microsoft’s Scope 3 emissions reductions, while Shanghai Electric Group broke ground on the next phase of its green fuel complex in China. Sumitomo Heavy Industries began trial operations at a biomass gasification […]