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 of specialized injection equipment.
The client
Private equity firm
The situation
Ambiguity regarding the penetration of DRA in non-crude segments and the impact of pipeline utilization on chemical demand.
ADI’s contributions
Pipeline throughput modeling
ADI analyzed eixsitng pipeline network globally to identify hydraulic bottlenecks where DRA offers the highest IRR.
Comparative cost analysis
Technical evaluation of chemical vs. mechanical expansion established the commercial threshold for additive adoption.
Competitive landscape mapping
Benchmarking of Tier 1 and Tier 2 DRA producers revealed differentiation through proprietary polymer formulations.
Refined product segment analysis
Investigation of chemical compatibility and additive removal requirements identified growth barriers in fuels pipelines.
Key outcomes
Validation of high-growth niches in refined product pipelines and identification of specialized equipment service models.
Client Results
ADI is able to really focus on what you care about rather than recycling information or giving you what they think you want.
ADI executed a targeted assessment of the global addressable market for centralized operations and remote monitoring services at gas processing facilities. The study quantified an adoption curve through a 10-year period, specifically evaluating how predictive maintenance and aftermarket spare parts management reduce downtime in hazardous or labor-constrained regions. Analysis highlighted the cultural and technical trade-offs […]
ADI executed a primary research program involving 15 in-depth interviews with experts at global operators like Saudi Aramco, Shell, and Chevron to assess technology recognition in the gas processing sector. The work benchmarked technologies including GSP, RSV, and SCORE to understand operator prioritization. Findings surfaced a critical disconnect between the technology providers and operators, as […]
ADI conducted detailed market research for a non-destructive testing (NDT) technology, analyzing its application in difficult-to-pig subsea flowlines. The work evaluated the competitive landscape between established tools like pulsed eddy current and startups using magnetometry tomographic methods. Global asset growth rates and ROV inspection speeds were modeled to estimate a market size and develop an […]
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 […]
This study investigated value-creation levers for midstream asset optimization in U.S. shale basins. ADI modeled the transition from keep-whole to fee-based contracts, their relative share, and analyzed how these structures shift operator focus toward operational efficiency and opex optimization. The research emphasized the risk of contract cliffs and the role of asset optimization software in […]
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 […]
ADI conducted an in-depth evaluation of non-destructive testing (NDT) opportunities across a global pipeline network. The research integrated granular construction outlooks for gas transmission lines with emerging requirements in CCUS and nuclear power cooling systems to determine service demand over a 10-year period. Analysis prioritized regions such as the Asia Pacific and North America where […]
ADI executed a voice-of-customer study involving 50 interviews to benchmark a leading modular gas processing product line against global competitors. The research mapped regional buyer preferences. Findings defined the commercial trade-offs between “off-the-shelf” repeatability and the custom engineering requirements typical of hazardous overseas environments. The client Global modular plant manufacturer The situation A recent acquisition […]
ADI conducted a comprehensive assessment of the addressable market for NGL fractionation capacity obver a 10-year period. The research analyzed distrinct trends in demand regions like Mont Belvieu, Appalachia, and the Permian. This study surfaced the technical trade-offs between standardization and speed-to-market, and the competitive advantage of various EPC firms. The client Global equipment and […]
This assessment examined the slow-growing global addressable market for nitrogen rejection units (NRUs) over a 10-year period. ADI analyzed the technical trade-offs between pressure swing adsorption and membranes, specifically for upstream fields where nitrogen content exceeds saleable pipeline specs of 4-6 mol%. The research emphasized challenges to NRU adoption. The client Industrial gas and technology […]
This assessment utilized a structured modeling framework to size the total addressable market for recompression units across U.S. pipeline infrastructure. ADI evaluated the interplay between aging assets, specifically those over 20 years old, and intensifying regulatory mandates like the PIPES Act of 2020 and the Gas Mega Rule. The study surfaced critical operational trade-offs between […]
ADI investigated the structural shift in midstream commercial transactions, specifically the migration from keep-whole to fee-based contractual frameworks. The project involved a deep dive into SEC filings and senior executive interviews to benchmark average remaining contract lives and minimum volume commitments (MVCs) across 18 major operators. Findings surfaced the inherent commodity price risks remaining in […]
This study analyzed the surge in associated gas production from the Permian and Appalachia regions to forecast NGL supply through a ten-year horizon. ADI evaluated the gap between rising ethane demand from a new wave of ethylene crackers and regional fractionation capacity constraints at major hubs like Mont Belvieu. The work emphasized the technical and […]
On April 7, 2026, the European Commission announced the first official Carbon Border Adjustment Mechanism (CBAM) certificate price for Q1 2026 at €75.36 per tonne of CO2 equivalent (~$88/t CO2e), marking the EU’s first explicit carbon price applied to imported goods. This rate will be applied to the embedded emissions in CBAM-covered imports and is […]
Immersion cooling fluids are taking on more importance as data‑center operators deploy higher‑power artificial intelligence (AI) and high-performance computing (HPC) systems. Rack densities are increasing faster than traditional air systems can accommodate, and liquid cooling is now part of the design discussion for many new builds and retrofits. In that context, fluid properties affect reliability, […]
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 […]
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