Natural gas and LNG markets are at the cusp of a growth supercycle, driven by energy security, rapidly growing demand, and the energy transition ADI Analytics provides the insights to capitalize on these dynamic markets, from wellhead to export terminal, through a comprehensive suite of databases, models, and deep industry experience.
Expanding global natural gas and LNG supply
Natural gas and LNG are vital for global energy security and affordability. Rising supplies from North American shale plays (whose maturity is increasing gas-oil ratios along with expansions of newer plays such as Haynesville) and new global discoveries are meeting this demand, while falling breakeven costs in exploration and production ensure long-term competitiveness. Collectively, these are positioned as critical fuels in the global energy mix well through 2050 and beyond.
Navigating midstream infrastructure and market shifts
Despite robust growth, stakeholders face challenges in infrastructure development and market commoditization. Midstream investments in gathering, processing, and fractionation must keep pace with capital demands, while LNG contracting faces shifting business models. Navigating these complexities requires a relentless drive for efficiency and innovation throughout the value chain.
Scaling sustainable gas utilization and commercial viability
Natural gas companies are pressured to prove sustainability alongside cost competitiveness. This includes eliminating flaring, reducing fugitive emissions, and broadening fuel applications through small-scale LNG and CNG. Demonstrating both environmental responsibility and commercial viability is crucial for long-term success in the evolving energy market.
How ADI helps
ADI Analytics offers a comprehensive suite of databases, models, analytics, and consulting services along with our deep industry experience serving shale independents, oil majors, LNG exporters, midstream players, national oil companies, and OEMs, process licensors, EPC companies, and others. We can help you navigate the complexities and capitalize on the opportunities in natural gas and LNG by addressing critical topics such as:
- Market analysis & forecasting including supply assessments with historical data and forecasts from global and regional levels down to asset and well levels; demand analysis covering exports, power generation, chemical and industrial sectors, transportation (CNG/LNG), residential, commercial, and emerging technologies; pricing and trade flow analysis at national, international, and regional trading hubs; market research and competitive intelligence; and total addressable market sizing and segmentation for equipment, technology, and service suppliers.
- Cost & economic analysis encompassing cost estimates and breakdowns for the entire value chain at regional, asset/plant, and process/technology levels, and feasibility studies to assess the financial and economic returns and competitiveness of new and existing plants, assets, infrastructure, and capital projects.
- Strategy & planning for corporate strategy, business planning, and portfolio optimization at the company, business unit, and asset levels; innovation strategy, technology assessments, R&D planning, and portfolio audits at the corporate and business unit levels; and go-to-market strategy and competitive positioning.
- Transaction support and M&A and transaction advisory services, including opportunity and target scouting, due diligence, plant tours, and customer interviews for operators, equipment, and service providers.
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