Midstream commercial strategy and asset deployment

Evaluating the commercial requirements of diverse gas shippers required a comprehensive assessment of load flexibility constraints and grid connection infrastructure. ADI analyzed the technical trade-offs between electric motor drives and gas-fired turbines, assessing how capital intensity balances against long-term lifecycle operating costs. The resulting framework guided the prioritization of integrated transportation and storage services to capture the most value.

North American midstream natural gas operator

An operator wanted to understand how to maximize the value of its connected pipeline and storage assets.

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Executed structured primary research across gas customer segments to evaluate and rank shipper requirements for supply reliability, load flexibility, and sustainability premiums.

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Evaluated effort-versus-reward dynamics for alternative storage utilization options, comparing integrated transportation and no-notice services against standalone storage structures.

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Benchmarked the lifecycle economics of gas-fired turbines against electric motor drives, analyzing greenfield development costs and long-term operating and maintenance expenses.

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Conducted an operational assessment of compression configurations to compare the grid-independent resiliency of gas systems against the efficiency and uptime profiles of electric drives.

  • Enabled long-term capital prioritization for network compression assets and commercial optimization of integrated assets secure premium anchor tenants.
Client Results
ADI’s research into global gas flows is very insightful and serves as a good independent information source to help us step back and look at key statistics.
Matt Adkins LNG Markets

Industry experience

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 […]

Ethane pricing forecast and scenario modeling

ADI Analytics developed ethane pricing forecasts and strategic implications to support a midstream client’s annual planning process. The client A midstream oil and gas company seeking to understand ethane price dynamics under various market scenarios. The situation The client needed a robust view of ethane supply, demand, and pricing outlooks to inform near- and medium-term […]

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 […]

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 […]

Midstream operator’s DJ Basin market entry strategy

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 […]

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 […]

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 […]

More insights

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Bulk liquid storage is shifting from capacity to capability

Liquid bulk storage operators are entering a more selective growth cycle. Demand remains resilient across fuels, chemicals, liquefied petroleum gas (LPG), natural gas liquids (NGLs), biofuels, ammonia, and methanol. Increasingly, value is shifting toward terminals that can handle a broader range of products, connect to major trade routes, and generate higher returns from existing assets. […]

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Oil & gas midstream: 2026 mid-year trends and supply chain impacts

The midstream sector in the first half of 2026 is moving at a breakneck pace, driven by a strategic pivot toward “wellhead-to-water” natural gas liquid (NGL) integration, severe high-horsepower compression supply-chain constraints, and a massive power-generation super-cycle spurred by AI data center expansion. Rather than relying on speculative mega-projects, major pipeline operators are maximizing fee-based […]

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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 […]