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 uncertainty regarding the addressable market for compression equipment in nascent carbon capture projects across North America and Europe.
ADI’s contributions
Project viability quartiles
ADI segmented a global inventory of CCUS projects into quartiles to determine the chance of success based on technical efficacy, stream purity, and final investment decision status.
Policy-driven IRR modeling
Modeling the impact of 45Q credits and EU Innovation Fund subsidies revealed which industrial segments offer the most resilient investment returns.
Primary stakeholder research
ADI conducted ~20 interviews with EPCs and technology licensors to map the buyer journey and define the technical specs driving OEM selection.
Total addressable market
The study quantified the total addressable market for specialized compressors, enabling precise capital and resource allocation.
Key outcomes
Prioritized sales engagement with technology licensors and EPCs focused on high-IRR ethanol and hydrogen projects to secure early equipment specs.
Client Results
I find the monthly newsletter on general commodities to be very useful and a great resource for our team.
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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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