CCUS

High capital costs, permitting delays, and complex regulations challenge the commercialization of carbon capture, utilization, and storage. 

CCUS project developers and industrial emitters in hard-to-abate sectors face transport bottlenecks, Class VI permitting delays, and uncertain offtake agreements. Proving scalability and cost-competitiveness under 45Q tax credits requires rigorous validation. ADI supports clients with policy and regulatory analysis, market forecasting, techno-economic assessments, and commercial due diligence across the value chain. 

What keeps CCUS leaders up at night

Project developers and equipment providers encounter severe capital requirements alongside high operating costs for CO₂ capture, transportation, utilization, and storage infrastructure. Scaling early-stage direct air capture and industrial carbon capture technologies requires continuous cost benchmarking against established solvents. 

Commercial progress depends on coordinating complex value chains across capture sources, pipeline networks, ships, and storage sites. Offtake uncertainty and immature voluntary carbon markets complicate long-term carbon monetization and buyer confidence. 

Navigating the Inflation Reduction Act’s 45Q credit scenarios, Class VI injection permitting timelines, and digital monitoring requirements remains mandatory for project execution.  Failure to resolve these infrastructure and policy bottlenecks stalls capital deployment and threatens the economic viability of commercial hubs.

Who we are

CCUS advisory, built on 15+ years and 1,000+ projects. Our work spans point-source industrial capture, direct air capture, transport logistics, subterranean storage, and CO₂ utilization pathways globally.

What clients engage us to do

Conduct market intelligence and forecasting

ADI models global and regional CO₂ capture potential, infrastructure networks, and regional hubs. Engagements deliver cost benchmarking and scenario planning evaluating the Inflation Reduction Act 45Q tax credits, direct air capture, and voluntary carbon markets.

Assess direct air and carbon capture technologies

Multi-client and proprietary research provides granular analysis of direct air and carbon capture markets, technological readiness, levelized capture economics, scalability barriers, and competitive developer landscapes. 

Evaluate commercial due diligence and investments

Work includes technical and commercial evaluations of CCUS and direct air capture developers, technology licensors, equipment suppliers, and storage operators. Capital providers rely on these assessments for potential acquisitions, strategic partnerships, and project investments.

Design strategic planning and commercialization roadmaps

We formulate go-to-market strategies for early-stage capture and utilization technologies. Business model design focuses on CO₂ offtake, subterranean storage monetization, digital monitoring, reporting, and verification, and generating verifiable carbon credits.

For organizations seeking rapid access to market intelligence, ADI offers Future of Direct Air Capture, a multi-client study covering emerging technologies, market outlooks, competitive landscapes, and investment opportunities.


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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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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