Global hydrogen demand assessment

ADI leveraged proprietary demand models to project hydrogen consumption across heavy-duty trucking and bus segments in North America, East Asia, and Europe. The study evaluated pump-price parity across regions and the impact of the Inflation Reduction Act (IRA) on green hydrogen adoption over a 10-year period.

Clean technology provider

Ambiguity regarding the growth trajectory and market value of hydrogen fuel for heavy-duty transportation across three regions.

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ADI estimated hydrogen demand surges over a 10-year period, isolating heavy-duty trucking as the primary growth driver.

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Comparative analysis of regional hydrogen prices at the pump, benchmarking North America against East Asian markets.

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Evaluation of state-specific ZEV targets and federal tax credits, including IRA 45V impact on fuel cost competitiveness.

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Granular forecasting of vehicle fleet counts and refueling station requirements across trucks, buses, and garbage fleets.

  • Enabled strategic prioritization of regional markets based on total addressable volume and maturity of policy support.
Client Results
ADI is outstanding, thorough, and very professional. They add significant value through their experience and research engagement, delivering high-quality insights right out of the gate.
Randy Benson VP Sales & Marketing, Harsco

Industry experience

EV traction motor and permanent magnet study

ADI analyzed the North American addressable market for permanent magnets, evaluating the technical dominance of permanent magnet synchronous motors (PSM) over induction and externally excited synchronous motors (EESM) alternatives. The work mapped the rare earth supply chain to identify metallization gaps and localized sourcing risks for major automotive OEMs. The client Private equity firm The […]

Global hydrogen market assessment and outlook

ADI developed high-level demand and supply forecasts for liquid hydrogen over a 10-year period, with a focus on mobility and semiconductor applications. The work highlights the ortho-to-para conversion catalyst requirements and the impact of rapid cooling on storage boil-off risks. Demand scenarios were balanced against a database of over 600 low-carbon hydrogen projects to identify […]

Hydrogen infrastructure due diligence

ADI performed a market-focused due diligence of a hydrogen distribution company to evaluate its positioning within the transportation sector in California. The work assessed low-carbon fuel standard (LCFS) credit pricing volatility and the total cost of ownership (TCO) for heavy-duty FCEV trucks compared to battery and diesel alternatives. The client Private equity firm The situation […]

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