Natural gas pipeline tariff strategy

ADI evaluated commercial options for a Gulf Coast pipeline asset by analyzing regional basis spreads and regulatory pricing structures. Feasible pricing bands were established for monthly reservation fees and variable commodity charges by benchmarking against competing regional systems. Through this framework, the team mapped risk trade-offs between fixed reservation revenue and opportunistic spot market access amid localized grid and pipeline capacity constraints.

Midstream infrastructure developer

An infrastructure developer faced uncertainty regarding tariff structures and realization risks for a planned Texas Gulf Coast pipeline asset.

Contribution icon 1

Evaluated 275 intrastate and 140 Section 311 public filings from the Texas Railroad Commission to map baseline price floors and ceilings for regional transportation services.

Contribution icon 2

Deployed a proprietary pricing database to analyze historical price spreads between hubs, identifying peak margin capture opportunities during infrastructure bottlenecks.

Contribution icon 3

Modeled the relationship between asset capacity utilization and effective unit costs, proving how low shipper flows drastically inflate real transportation expenses.

Contribution icon 4

Formulated a comprehensive penalty and imbalance framework that insulates system reliability against shipper non-compliance under tight seasonal operating conditions.

  • Enabled capital prioritization and commercial positioning by establishing defensible baseline ranges for firm and interruptible transportation tariffs, guiding the developer’s upcoming open season and contract structure negotiations.
Client Results
The team at ADI is very professional, it was a very thorough analysis, they have a lot of expertise in the natural gas space.
Vikki Dunn VP, Gardner Denver

Industry experience

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

More insights

Article Icon Article

EU methane rule delay: A tactical retreat or climate setback?

The European Union (EU) Methane Regulation is known for its strict methane emissions transparency requirements for foreign oil and gas imports, and has driven methane emissions monitoring and reporting efforts, especially among oil and gas players serving the EU market. Under Article 28 of the EU Methane Regulation, importers are required to demonstrate that fossil […]

Article Icon Article

Notes from the Gas to Grid Summit

Gas-to-grid infrastructure has received limited attention amid rapid growth in data-center power demand. Pipelines, storage, fuel delivery, generation, and grid connections determine when new load can receive reliable power.  ADI Analytics and Energy Conference Network launched the inaugural Gas to Grid Summit to examine this part of the value chain. Participants included midstream operators Williams […]

Article Icon Article

Four lessons from recent LNG import projects

Last week, we attended and presented ADI Analytics‘ perspectives at the U.S. – Middle East & North Africa Natural Gas Midstream Reverse Trade Mission in Houston.  Delegates from Egypt, Jordan, and Morocco discussed plans at the event sponsored by the U.S. Trade & Development Association for LNG imports, pipelines, gas storage, gas-to-power projects, and broader […]