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 voluntary venting during blowdowns and the economic viability of gas recovery across different gathering and transmission diameters.
The client
Midstream technology and service provider
The situation
Rising ESG investor pressure and stricter methane regulations created uncertainty around the market size for pipeline recompression services.
ADI’s contributions
Regulatory impact modeling
Quantified how the Inflation Reduction Act’s methane fees and PHMSA rules would accelerate maintenance schedules and gas capture needs.
Infrastructure age analysis
Segmented the U.S. installed base by age and asset type to identify high-probability replacement and repair triggers.
Basin-level demand forecasting
Correlated regional gas production growth in the Haynesville and Permian basins with the required density of mobile recompression units.
Competitive benchmarking
Conducted primary research interviews with pipeline operators and competitors to map the technological capabilities of existing recompression offerings.
Key outcomes
- Validated high-growth segments in Appalachia and the Permian, enabling targeted capital allocation for recompression service expansion.
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