ADI Analytics conducted a feedstock sourcing assessment to support a client scaling up plastics pyrolysis operations, evaluating the value chain, supply outlook, pricing trends, and supplier landscape to inform sourcing strategy.
The client
A U.S.-based company scaling up its plastics pyrolysis operation along the U.S. Gulf Coast.
The situation
The client needed a detailed understanding of the waste plastic feedstock value chain, supply availability, pricing trends, and sourcing strategies to support project development.
ADI’s contributions
Value chain and supply analysis
Defined the waste plastic feedstock value chain, associated costs, and provided a U.S. supply outlook segmented by source and plastic type.
Pre-processing cost and pricing trends analysis
Established cost estimates for sorting, shredding, and transportation, and analyzed historical feedstock pricing trends and drivers.
Market insights from expert interviews
Conducted interviews with brokers and recyclers to gather insights on sourcing trends and strategies.
Competitive sourcing strategy analysis
Evaluated deals made by other chemical recyclers to understand their sourcing strategies.
Supplier identification
Identified waste plastic feedstock suppliers near the client’s planned location.
Key outcomes
- ADI’s work provided the client with a detailed feedstock sourcing strategy and actionable insights to support the scale-up of their plastics pyrolysis project.
- The client subsequently engaged ADI to evaluate potential locations for additional facilities.
More insights
Article
Record RFS mandates strain biofuel supplies
The EPA’s recently finalized Renewable Volume Obligations (RVOs) for 2026–2027 raise Renewable Fuel Standard (RFS) mandates to record levels, marking a step-change in required blending volumes. This shift increases demand across the system and leaves less buffer between required volumes and available supply, tightening overall market conditions. Key dynamics shaping supply requirements: These dynamics suggest […]
Premium content
Oil & gas midstream: 2026 mid-year trends and supply chain impacts
The midstream sector in the first half of 2026 is moving at a breakneck pace, driven by a strategic pivot toward “wellhead-to-water” natural gas liquid (NGL) integration, severe high-horsepower compression supply-chain constraints, and a massive power-generation super-cycle spurred by AI data center expansion. Rather than relying on speculative mega-projects, major pipeline operators are maximizing fee-based […]
SAF Tracker
2026 June SAF Tracker highlights – #87
Here are the latest highlights from ADI’s SAF Tracker: The full newsletter along with archives and databases are available to SAF Tracker subscribers.