ADI Analytics provided market research and entry strategy support to a major midstream company evaluating investment opportunities in the DJ Basin.
The client
A leading midstream operator considering strategic entry into the DJ Basin through greenfield or partnership-based investments.
The situation
The client needed a data-driven view of supply, demand, competitive positioning, and growth potential to assess investment feasibility and prioritize options.
ADI’s contributions
Supply outlook development
Built detailed natural gas and NGL supply forecasts for the DJ Basin.
Competitive landscape profiling
Profiled key E&P operators and existing midstream partners active in the region.
Pipeline capacity and demand analysis
Assessed current and projected pipeline capacity and modeled demand outlook scenarios.
Opportunity identification and ranking
Identified and prioritized growth options across infrastructure types and entry modes.
Board workshop facilitation
Led a workshop with the client’s board to screen, refine, and shortlist the most viable investment strategies.
Key outcomes
- ADI’s work enabled the client to confidently evaluate DJ Basin opportunities and align internal stakeholders on a strategic path forward.
More insights
CBAM puts a new price tag on emissions
On April 7, 2026, the European Commission announced the first official Carbon Border Adjustment Mechanism (CBAM) certificate price for Q1 2026 at €75.36 per tonne of CO2 equivalent (~$88/t CO2e), marking the EU’s first explicit carbon price applied to imported goods. This rate will be applied to the embedded emissions in CBAM-covered imports and is […]
Cooling fluids are becoming a constraint in AI data centers
Immersion cooling fluids are taking on more importance as data‑center operators deploy higher‑power artificial intelligence (AI) and high-performance computing (HPC) systems. Rack densities are increasing faster than traditional air systems can accommodate, and liquid cooling is now part of the design discussion for many new builds and retrofits. In that context, fluid properties affect reliability, […]
Implications of UAE’s exit from OPEC
Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The UAE’s exit from OPEC (see our prior blog) in late April 2026 reflects a decisive shift toward a volume‑driven strategy focused on monetizing its hydrocarbon resource base ahead of the global energy […]