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
Ambiguity regarding the addressable market and commercial entry points for new compact hydrogen generation technology in North America.
ADI’s contributions
Demand segmentation analytics
ADI modeled growth through 2050 across six global regions, isolating the impact of low-sulfur fuel regulations on refinery hydrogen needs.
Technical feasibility screening
Analysis of purity requirements for DRI-EAF steel and EUVL semiconductor processes identified the best fits for on-site reactor specs.
Competitive supply mapping
Primary research into merchant gas networks revealed geographical gaps where on-site generation competes effectively against liquid transport.
Commercial engagement planning
Strategic introductions to decision-makers in the steel and glass sectors accelerated the validation of gas-as-a-service business models.
Key outcomes
- Prioritized glass, food, and semiconductor segments for on-site technology deployment based on purity needs and supply reliability.
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