Compact hydrogen generator commercialization strategy

This engagement assessed the commercial viability of a compact hydrogen generator (CHG) by benchmarking it against incumbent large-scale SMR and cryogenic liquid hydrogen supply chains. ADI analyzed the trade-offs between capital recovery and sourcing diversity for refiners to address rising hydroprocessing capacity needs.

Energy technology R&D organization

Uncertainty regarding how small-scale hydrogen generation competes with merchant pipelines and traditional SMR licensors in a refining context.

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ADI compared technical specs against standard licensors, evaluating how the technology addresses refinery off-gas recovery needs.

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Quantitative assessment of how local, high-deliverability hydrogen units reduce risk for LNG and methanol project developers.

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Using proprietary databases, ADI identified specific facilities where site-driven technology selection favors decentralized supply.

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Evaluation of partnership models with industrial gas majors to bridge the gap between R&D and commercial scale-up.

  • Identified ~30 refineries and several methanol projects with the highest propensity to adopt decentralized hydrogen supply solutions.
Client Results
The experience provided by a boutique player that can deliver a very good product in a short span of time is worth its weight in gold. ADI delivered exactly what we needed.
Joe Sentmanat Director, Finance Risk Mgmt, LyondellBasell

Industry experience

Methanol for power generation

ADI evaluated methanol as a power‑generation fuel by comparing turbine retrofit requirements, fuel handling needs, and emissions performance against diesel and LNG. The analysis relied on levelized cost of electricity models alongside OEM input on combustion performance and operational limitations. Results focused on small‑ to mid‑scale plants where gas access or emissions compliance posed challenges. […]

Ammonia and CCUS technology market assessment

This study examined the global ammonia (NH3) value chain and CO2​ conversion landscape, evaluating the technical maturity of steam methane reforming (SMR), autothermal reforming (ATR), and electrolysis-based production. ADI analyzed the economics of NH3​ as a hydrogen carrier versus liquid organic hydrogen carriers (LOHCs), including the energy-intensive decomposition steps required for re-conversion. The work profiled […]

Hydrogen market assessment and go-to-market strategy

ADI evaluated global hydrogen demand across high-volume refining and ammonia sectors alongside emerging small-volume applications in semiconductors and glass. The study utilized technical benchmarks for SMR and electrolysis to identify segments where on-site reliability and high purity levels (99.9999%+) justify compact reactor adoption over traditional tube trailer delivery. The client Industrial technology provider The situation […]

Methanol plant opportunity assessment in Africa

ADI assessed the feasibility of a 5,000-mtpd export-oriented methanol plant in Africa, modeling investment economics for grey and blue production pathways. The analysis integrated steam methane reforming (SMR), autothermal reforming (ATR), and two-step reforming technologies with carbon capture retrofits to evaluate total capital requirements and internal rates of return. Uncertainty modeling addressed feedstock price volatility […]

Small-scale methanol technology assessment

ADI performed an independent assessment of the technical and economic viability of modular methanol plants in North American shale basins. Research explored the cost arbitrage of converting flared or stranded gas into liquid chemical products across a wide range of feedstock pricing. Analysis identified critical risks in process scale-up and the competitive impact of U.S. […]

Methanol contracting and pricing strategy

ADI Analytics helped a leading methanol producer develop best practices for methanol sales and offtake contracts based on a survey of customers and their procurement practices, contracting strategies, and pricing structures. The client A leading methanol producer was interested in refining their sales, offtake, and pricing contracts and strategies based on industry best practices. The […]

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Grid realities: Power emissions are up

U.S. power sector CO₂ emissions rose 4% in 2025 based on the latest findings from the U.S. Energy Information Administration (EIA). This increase was driven by a 3% increase in net electric power generation, including a substantial 13% increase in coal-fired generation. More importantly, this increase points to a growing challenge facing the U.S. power […]

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Balancing global LAO oversupply and supply chain resilience

Recent disruptions in the Middle East—including the closure of the Strait of Hormuz and the shutdown of Shell’s Pearl GTL facility in Qatar—have significantly tightened global supplies of Group III and Group III+ base oils, the primary feedstocks used in synthetic lubricants. At the same time, substantial capacity additions from LAO producers in Asia and […]

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Global linear alpha olefins (LAO) market assessment

ADI Analytics launched a multi-client study on the global LAO market, covering the full C4-C20+ value chain. This study will help producers, investors, technology licensors, and strategic stakeholders navigate the evolving landscape. Below are the key questions addressed in the study: We welcome you to join this study. As a subscriber, you’ll have multiple options to […]