CCUS

Carbon capture, utilization, and storage (CCUS) and direct air capture (DAC) are critical to achieving net-zero emissions and decarbonizing industrial processes. However, players must navigate high capital costs, permitting delays, and complex regulatory frameworks to succeed. ADI Analytics supports clients with comprehensive consulting across the CCUS and DAC value chains, providing market intelligence, techno-economic assessments, and robust commercial validation.

Enabling new decarbonization frontiers via CCUS and DAC 

CCUS and DAC are vital for capturing CO₂ from industrial sources or the atmosphere to be stored underground or converted into products. It is gaining traction in hard-to-abate sectors like refining, chemicals, cement, and steel, where it serves as a primary suite of technologies for large-scale carbon removal.

Strategic planning amidst complex policy and infrastructure landscapes

Despite growing momentum, stakeholders face challenges in CO₂ transport, storage logistics, and uncertain offtake agreements. The evolving landscape—driven by the Inflation Reduction Act’s 45Q tax credits and developing Voluntary Carbon Markets (VCMs) globally—demands rigorous analysis to ensure project viability and regulatory compliance.

Scaling and commercializing CCUS and DAC technology

Unlocking commercial viability requires stable policy and value chain coordination. Developers and equipment providers are under pressure to prove scalability and cost-competitiveness, making credible carbon monetization frameworks and digital monitoring (MRV) essential for building buyer confidence.

How ADI helps

ADI Analytics supports clients across the CCUS and DAC value chain with consulting and research services that guide planning, investment, and commercialization:

  • Market intelligence & forecasting including CO₂ capture potential modeling, regional hub and infrastructure analysis, cost benchmarking, and scenario planning for 45Q, DAC, and voluntary carbon markets.
  • Project evaluation & asset strategy covering site screening, CO₂ source-sink matching, techno-economic assessments, lifecycle emissions modeling, and evaluation of storage capacity and transport logistics.
  • Technology & policy analysis involving assessment of CCUS and DAC technology maturity, cost curves, regulatory frameworks, permitting pathways, carbon accounting methodologies, and VCM guidelines.
  • Investment support & commercial due diligence such as evaluation of CCUS and DAC developers, equipment providers, and storage operators for acquisition, partnership, or investment.
  • Strategic planning & commercialization strategy including roadmap development, commercialization and go-to-market strategies for early-stage technologies, and business model design for CO₂ utilization, storage, and monetization via carbon credits.
  • ADI’s multi-client study on DAC providing in-depth analysis of direct air capture markets, technology development, cost economics, scalability challenges, and the competitive landscape to inform stakeholder strategies.

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Industry experience

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 […]

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CO2 conversion pathways techno-economic assessment

ADI prioritized nine CO2​-to-value pathways, ranging from carbon mineralization for cement to electrochemical routes for circular fuels. The work assessed the energy intensity and technology readiness of photocatalysis and chemo-enzymatic conversion. Analytical modeling of breakeven costs was conducted to identify the most commercially attractive products in the near-term. The client Global investment firm The situation […]

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CCUS market opportunity analysis

ADI assessed the commercial viability of CCUS adoption across industrial source sectors, modeling project IRRs under varied Inflation Reduction Act 45Q credit scenarios. The analysis evaluated infrastructure constraints, such as pipeline access and Class VI permitting timelines, to identify high-probability retrofits in biofuels and gas processing. The client Global industrial equipment manufacturer The situation High […]

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Cryogenic equipment market outlook

This assessment forecasted global demand for cryogenic heat exchangers and pumps across LNG, CCUS, and hydrogen liquefaction applications. ADI evaluated the cyclical nature of large-scale LNG capex alongside the rapid scale-up of blue hydrogen projects that rely on cryogenic CO2​ separation. The work assessed the role of high-efficiency coil-wound exchangers and brazed aluminum designs for […]

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Direct Air Capture technology and cost assessment

This work evaluated the levelized cost of capture across six Direct Air Capture categories, including liquid solvents (LDAC), solid sorbents (SDAC), and electrochemical systems. ADI analyzed the land and clean electricity requirements for scaling to Gtpa milestones, highlighting the infrastructure bottlenecks and energy-intensity trade-offs of leading configurations. The client Integrated energy company The situation Rapidly […]

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Global energy transition digital spend outlook

ADI assessed a global energy transition capital spend and outlook through 2050, identifying the addressable market for digital technologies. The study analyzed how the shift toward fragmented, low-carbon infrastructure will impact the need for digital integration across intermittent renewables and energy storage systems. Modeling surfaced critical factors that will dictate the pace of digital adoption. […]

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Low-carbon cement technology and start-up landscape

This study assessed 11 early-stage startups and five decarbonization pathways, including CCUS and clinker substitution, to reach net-zero cement by 2050. ADI modeled CO2​ reduction costs, technology readiness, commercial maturity, adoption outlook, and growth potential across North America and Europe. The client Venture capital firm The situation Strategic ambiguity regarding which low-carbon cement technologies to […]

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SCR catalyst and competitive landscaping assessment

ADI conducted an independent technical and commercial benchmark of selective catalytic reduction (SCR) catalysts to inform the investment process for a market leader. The study examined differentiated honeycomb geometry versus plate and corrugated designs, specifically focusing on pressure drop and catalytic activity. Additionally, the analysis mapped the integration potential of SCR systems with emerging solid-adsorbent […]

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Carbon dioxide conversion pathways assessment

ADI performed a techno-economic assessment of nine CO2 conversion routes, ranging from mineralization to electrochemical synthesis of platform chemicals. The analysis utilized thermodynamic feasibility and energy-intensity metrics to rank pathways by their ability to compete with conventional fossil-based production. The client Global investment firm The situation Difficulty in prioritizing investments across a fragmented landscape of […]

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Strategic assessment of IRA incentives for refiners

ADI analyzed the stackable tax credits provided by the Inflation Reduction Act to prioritize decarbonization projects at existing refining assets. The study mapped technical pathways for sustainable aviation fuel (SAF), blue hydrogen, and carbon capture against regional infrastructure and environmental justice criteria. This effort identified how loan guarantees and transferability provisions can de-risk capital projects […]

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Client Results
I was really impressed with the data-driven nature of the process. It was analytical and data-driven, and that made our decision making much easier.
David Austgen CEO, Earth Energy Renewables

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