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
Catching up to China on critical minerals
The U.S. government is spending real money on critical minerals right now. On August 7, 2026, the Department of Energy launched a $100 million program to train more mining engineers. It’s one of several moves happening at the same time, alongside price guarantees, tariffs, and new sourcing rules. None of it changes the basic picture: […]
Middle East conflict’s fallout more limited than expected
Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Analysts have been quick to predict permanently altered LNG trade flows, structurally different chemical markets, and a new global energy order following the Iran conflict. Several months into the conflict, the evidence points […]
Japan vs. South Korea: SAF projects diverge
Japan and South Korea are moving from aspirational sustainable aviation fuel (SAF) targets toward blending mandates. In July 2026, Japan announced plans to mandate a 1% SAF blend in fiscal year (FY) 2030, rising to at least 3% in FY2031 and 5% or more from FY2032–34. South Korea announced its phased SAF mandate in 2025, […]