Midstream capital and operational spend assessment

To quantify addressable opportunities for midstream services, ADI modeled capital and operational expenditures across North American gathering, transportation, distribution and storage assets. The study evaluated infrastructure constraints in the Permian and Appalachian basins, specifically addressing how rising maintenance needs on aging infrastructure offset cyclical volatility in new project FIDs. Proprietary spend curves were applied to nameplate capacities to establish defensible segment forecasts through 2026.

Private equity and industrial services firms

Significant uncertainty regarding the timing and scale of midstream service demand following pandemic-related volatility.

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ADI applied cost-per-mile and cost-per-unit metrics to an asset database to estimate granular market sizes.

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Analysis of oil and gas pipelines in North America and identified high-density maintenance pockets by region.

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Evaluation of Permian production forecasts determined the necessary expansion of gas processing and NGL fractionation.

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Assessment of regulatory and aging asset trends quantified the shift from greenfield build to brownfield integrity spend.

  • Refinement of service acquisition strategies and prioritization of operational maintenance markets over new construction.
Client Results
ADI was able to help us in an area that is very important as a technology developer: knowing what the real odds of success would be for a particular technology.
Brian Weeks Director, Gas Technology Institute

Industry experience

Drag reducing agents market strategy

This research quantified the global addressable market for drag reducing agents (DRA) across crude oil, refined product, and heavy oil pipelines. ADI assessed the economic trade-offs between chemical additive injection and infrastructure expansion (looping or pump station upgrades) under varying production scenarios. The study evaluated competitive dynamics among key chemical producers and the operational requirements […]

Gas processing centralized operations market dive

ADI executed a targeted assessment of the global addressable market for centralized operations and remote monitoring services at gas processing facilities. The study quantified an adoption curve through a 10-year period, specifically evaluating how predictive maintenance and aftermarket spare parts management reduce downtime in hazardous or labor-constrained regions. Analysis highlighted the cultural and technical trade-offs […]

Gas processing technology and brand awareness

ADI executed a primary research program involving 15 in-depth interviews with experts at global operators like Saudi Aramco, Shell, and Chevron to assess technology recognition in the gas processing sector. The work benchmarked technologies including GSP, RSV, and SCORE to understand operator prioritization. Findings surfaced a critical disconnect between the technology providers and operators, as […]

Large stand-off magnetometry (LSM) market assessment

ADI conducted detailed market research for a non-destructive testing (NDT) technology, analyzing its application in difficult-to-pig subsea flowlines. The work evaluated the competitive landscape between established tools like pulsed eddy current and startups using magnetometry tomographic methods. Global asset growth rates and ROV inspection speeds were modeled to estimate a market size and develop an […]

Midstream asset commercial strategy and economics

ADI assessed the market value of natural gas and hydrogen storage assets near the U.S. Gulf Coast through a detailed analysis of regional pipeline interconnects and seasonal spreads. The work evaluated the premium commanded by high-deliverability salt caverns and the technical constraints of repurposing infrastructure for hydrogen. The client Natural gas midstream operator The situation […]

Midstream asset optimization opportunity assessment

This study investigated value-creation levers for midstream asset optimization in U.S. shale basins. ADI modeled the transition from keep-whole to fee-based contracts, their relative share, and analyzed how these structures shift operator focus toward operational efficiency and opex optimization. The research emphasized the risk of contract cliffs and the role of asset optimization software in […]

Midstream non-destructive testing market study

ADI conducted an in-depth evaluation of non-destructive testing (NDT) opportunities across a global pipeline network. The research integrated granular construction outlooks for gas transmission lines with emerging requirements in CCUS and nuclear power cooling systems to determine service demand over a 10-year period. Analysis prioritized regions such as the Asia Pacific and North America where […]

Modular gas processing competitive benchmarking

ADI executed a voice-of-customer study involving 50 interviews to benchmark a leading modular gas processing product line against global competitors. The research mapped regional buyer preferences. Findings defined the commercial trade-offs between “off-the-shelf” repeatability and the custom engineering requirements typical of hazardous overseas environments. The client Global modular plant manufacturer The situation A recent acquisition […]

NGL fractionation plant market assessment

ADI conducted a comprehensive assessment of the addressable market for NGL fractionation capacity obver a 10-year period. The research analyzed distrinct trends in demand regions like Mont Belvieu, Appalachia, and the Permian. This study surfaced the technical trade-offs between standardization and speed-to-market, and the competitive advantage of various EPC firms. The client Global equipment and […]

Nitrogen rejection unit market strategy

This assessment examined the slow-growing global addressable market for nitrogen rejection units (NRUs) over a 10-year period. ADI analyzed the technical trade-offs between pressure swing adsorption and membranes, specifically for upstream fields where nitrogen content exceeds saleable pipeline specs of 4-6 mol%. The research emphasized challenges to NRU adoption. The client Industrial gas and technology […]

Pipeline maintenance and recompression assessment

This assessment utilized a structured modeling framework to size the total addressable market for recompression units across U.S. pipeline infrastructure. ADI evaluated the interplay between aging assets, specifically those over 20 years old, and intensifying regulatory mandates like the PIPES Act of 2020 and the Gas Mega Rule. The study surfaced critical operational trade-offs between […]

U.S. midstream commercial contract assessment

ADI investigated the structural shift in midstream commercial transactions, specifically the migration from keep-whole to fee-based contractual frameworks. The project involved a deep dive into SEC filings and senior executive interviews to benchmark average remaining contract lives and minimum volume commitments (MVCs) across 18 major operators. Findings surfaced the inherent commodity price risks remaining in […]

U.S. natural gas liquids market assessment

This study analyzed the surge in associated gas production from the Permian and Appalachia regions to forecast NGL supply through a ten-year horizon. ADI evaluated the gap between rising ethane demand from a new wave of ethylene crackers and regional fractionation capacity constraints at major hubs like Mont Belvieu. The work emphasized the technical and […]

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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 […]

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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, […]

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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 […]