Hydrogen

The promise of hydrogen as a key enabler of decarbonization is gaining momentum, with potential end uses spanning refining, chemicals, heavy transport, and other hard-to-abate sectors. ADI Analytics helps clients navigate the evolving hydrogen economy by evaluating technologies for hydrogen production, storage, distribution, and utilization, identifying opportunities, and developing strategic approaches across the hydrogen value chain.

Global hydrogen market. Hydrogen transportation via airplane or trucks

Hydrogen has gained global momentum as a clean energy carrier with the potential to decarbonize industries where electrification is not practical. Low-carbon hydrogen—produced via electrolysis using renewable power (green hydrogen) or from natural gas with carbon capture (blue hydrogen)—is central to net-zero pathways in sectors such as ammonia production, refining, steel, shipping, and aviation.

Governments worldwide are offering strong policy support, including tax credits, grants, and national strategies. In the U.S., the Inflation Reduction Act introduced the 45V hydrogen production tax credit to significantly improve the economics of green and blue hydrogen projects. Meanwhile, the DOE’s Regional Clean Hydrogen Hubs (H2Hubs) program aims to build out large-scale infrastructure and drive demand aggregation.

Despite growing interest, the industry still faces challenges. Electrolyzer costs remain high, blue hydrogen depends on effective CO₂ capture and storage, and infrastructure for transport and storage is limited. Additionally, evolving standards for emissions accounting, such as hourly matching and lifecycle analysis, add complexity for project developers.

Still, with falling renewable power prices, technological advancements, and maturing policies, hydrogen is poised to scale rapidly over the next decade. Strategic partnerships, off-take agreements, and end-use alignment will be critical to achieving commercial viability and long-term growth.

How ADI helps

ADI Analytics works with clients across the hydrogen value chain—including oil majors, refiners, midstream operators, chemical producers, industrial equipment manufacturers, technology start-ups, end-users, and investors—to support decision-making across strategy, technology, and commercialization:

  • Market intelligence & forecasting including scenario planning to evaluate the pace and scope of hydrogen adoption, regional supply-demand modeling, cost benchmarking, and opportunity assessments across blue, green, and other hydrogen pathways.
  • Project evaluation & asset strategy covering techno-economic modeling of production, storage, and distribution assets, site screening and feasibility studies, and total cost of ownership (TCO) analysis for hydrogen-based transportation and industrial applications.
  • Technology & policy analysis involving competitive benchmarking of hydrogen production pathways, maturity assessments of storage and fueling technologies, and analysis of policy incentives and regulatory standards such as 45V qualification criteria.
  • Investment support & commercial due diligence such as evaluation of hydrogen-focused companies, infrastructure assets, and technology providers for investment, M&A, and strategic partnerships.
  • Strategic planning & commercialization strategy including go-to-market planning for early-stage companies, industrial equipment demand analysis, partnership development, and roadmaps for end-use adoption and long-term growth.

Industry experience

Upstream portfolio review for national oil company

ADI Analytics led a two-phase project to support a national oil company’s review of its upstream portfolio, covering conventional, unconventional, offshore, and oil sands assets. The client A national oil company reviewing and reshaping its upstream asset portfolio. The situation The client needed a structured approach to evaluate existing assets, define a target portfolio under […]

Refracturing technologies and strategy assessment

ADI Analytics conducted an assessment of refracturing technologies and strategies to support an oil and gas major’s evaluation of unconventional well refracturing opportunities. The client A major oil and gas company evaluating refracturing opportunities in unconventional plays. The situation The client needed a comprehensive view of refracturing technologies, costs, market practices, and strategic opportunities to […]

Asset valuation for African oil and gas company

ADI Analytics supported an African oil and gas company in valuing its upstream assets and developing an informed investment strategy. The client An African oil and gas company evaluating upstream asset investment and development options. The situation The client needed valuation support and strategic guidance to assess its asset portfolio and determine a viable investment […]

Corporate function benchmarking for O&G

ADI Analytics conducted a benchmarking study of corporate functions such as sustainability, corporate social responsibility (CSR), and government affairs for a mid-sized oil and gas company. The client A mid-sized oil and gas company seeking to strengthen key corporate functions. The situation The client needed a comparative analysis of its performance across core corporate functions […]

Shale gas strategy development

ADI Analytics supported a leading exploration and production (E&P) independent in developing its shale gas strategy, including organizational design, process development, and opportunity evaluation. The client A leading independent E&P company pursuing entry into shale gas. The situation The client needed to establish a strategic foundation, processes, and organization to enter and scale up operations […]

Customer Results
ADI was very responsive and thoughtful. They brought a lot of domain expertise and bring knowledge to the table. They were a great partner to work with.
Ed Davis VP, White Deer Energy

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