Strategic assessment of IRA incentives for refiners
ADI analyzed the stackable tax credits provided by the Inflation Reduction Act to prioritize decarbonization projects at existing refining assets. The study mapped technical pathways for sustainable aviation fuel (SAF), blue hydrogen, and carbon capture against regional infrastructure and environmental justice criteria. This effort identified how loan guarantees and transferability provisions can de-risk capital projects at brownfield industrial sites.
The client
U.S. independent refining company
The situation
Evaluating how the Inflation Reduction Act shifts the investment case for low-carbon fuels and refinery emissions reduction.
ADI’s contributions
Credit stackability analysis
ADI modeled the combined value of base credits and “adders” for prevailing wages and energy communities to improve ROI.
Environmental justice (EJ) screening
Primary research using EJ tools quantified the potential for site-specific bonus credits based on demographic and pollution indices.
Technology repurposing feasibility
Assessment of idled catalytic units identified technical opportunities for low-cost conversions to SAF and renewable fuel production.
Federal funding strategy
The work outlined strategies for competitive DOE grants, emphasizing the role of external stakeholders like labor unions.
Key outcomes
Prioritized a set of clean energy opportunities including SAF and hydrogen hubs that maximize available federal grants and credits.
Client Results
We hired ADI to help us understand the IRA bill and our strategic options, and they did a great job bringing our executive team on board with the deliverables.,
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