Energy Transition – a shift towards cleaner and lower-carbon sources of energy – represents significant growth and opportunity in an otherwise difficult industry landscape. Consumer and investor appetite both has grown voraciously in recent years for a broad range of low-carbon, sustainable, resource-efficient, and environmentally friendly offerings and technologies. Policy support has also grown although most of it was in Europe and, to a certain extent, in Asia and some states in the U.S. Technology continues to advance rapidly with many on-going efforts to leverage digital tools to further accelerate performance and cost competitiveness. Further, a number of large energy incumbents have announced plans to diversify into energy transition markets with varying levels of commitments and timelines. Finally, all of these drivers are contributing to a massive growth in the number of technologies, approaches, and companies that are pursuing Energy Transition strategies creating opportunities well beyond solar, wind, and energy storage.
How ADI helps companies with the energy transition
ADI Analytics brings deep expertise, rich experience, and numerous models, analytics, and databases on various aspects of the Energy Transition. Specifically, we have helped clients understand and develop scenarios of Energy Transition, identify and anticipate disruptive changes to markets and business models, and develop strategies to prepare for the Energy Transition. In order to offer these services, ADI has developed the fact base around the Energy Transition through insightful market research, cost and economy analysis and modeling, competitive intelligence via voice-of-customer research, policy and regulatory analyses, and expert technology assessments.
Relevant examples
A few examples of our work around the energy transition are presented here. Please contact us to learn more about how ADI can help you.
Regulatory analysis
- Evaluated cost and economic impact of the European Union’s Renewable Energy Directive II on clean-tech projects for a private equity investor
- Developed an inventory of all hydrogen incentives and policies globally for an industrial gas player
Market assessment
- Opportunity assessment for small-scale LNG in Europe for the Department of Energy
- Market assessment for methanol as a fuel for power generation for a methanol producer
- A leading investor hired us to assess costs, economics, and viability of large-scale battery manufacturing in the U.S.
- ADI Analytics sized the market for solar pumps for use in the energy and chemical industries.
Competitive landscaping
- Surveyed hydrogen storage start-ups for a leading government agency
- Benchmarked competing fuels and emission reduction technologies for an oil & gas major
- ADI Analytics assessed the electric vehicle supply equipment (EVSE) market for a client.
Technology scouting
- Profiled electrolysis technologies for hydrogen production for an equipment provider
- Due diligence on clean valve technologies for an investment firm
- An early-stage cleantech start-up commissioned ADI Analytics to develop an opinion on the soundness of its technology.
Commercialization strategy
- Go-to-market strategy for a hydrogen technology provider
- Voice-of-customer survey for an off-grid energy storage integrator
- Conducted an electric vehicle (EV) and EV supply chain market assessment for a private equity firm seeking to enter the market
Cost benchmarking
- Compared fuel supply costs by type and production technology for a chemical major
- Assessed costs, economics, and viability of large-scale battery manufacturing in the U.S. for a leading investor
- Estimated fuel switching costs for ship builders to comply with IMO 2020
- Led an in-depth study of geothermal technologies for the U.S. Department of Energy.
Access our thinking
ADI is a thought leader in the energy transition sector. Access our latest thinking including blog posts, white papers, conference presentations, and videos on the ADI insights section.
