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.

The client

North American midstream natural gas operator

The situation

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

ADI’s contributions

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Shipper commercial prioritization mapping

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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Storage service commercial structuring

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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Compression lifecycle cost benchmarking

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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Operational trade-off assessment

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.

Key outcomes

  • 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

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Midstream operator’s DJ Basin market entry strategy

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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 […]

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