Natural gas and LNG markets are at the cusp of a growth supercycle, driven by energy security, rapidly growing demand, and the energy transition ADI Analytics provides the insights to capitalize on these dynamic markets, from wellhead to export terminal, through a comprehensive suite of databases, models, and deep industry experience.
Expanding global natural gas and LNG supply
Natural gas and LNG are vital for global energy security and affordability. Rising supplies from North American shale plays (whose maturity is increasing gas-oil ratios along with expansions of newer plays such as Haynesville) and new global discoveries are meeting this demand, while falling breakeven costs in exploration and production ensure long-term competitiveness. Collectively, these are positioned as critical fuels in the global energy mix well through 2050 and beyond.
Navigating midstream infrastructure and market shifts
Despite robust growth, stakeholders face challenges in infrastructure development and market commoditization. Midstream investments in gathering, processing, and fractionation must keep pace with capital demands, while LNG contracting faces shifting business models. Navigating these complexities requires a relentless drive for efficiency and innovation throughout the value chain.
Scaling sustainable gas utilization and commercial viability
Natural gas companies are pressured to prove sustainability alongside cost competitiveness. This includes eliminating flaring, reducing fugitive emissions, and broadening fuel applications through small-scale LNG and CNG. Demonstrating both environmental responsibility and commercial viability is crucial for long-term success in the evolving energy market.
How ADI helps
ADI Analytics offers a comprehensive suite of databases, models, analytics, and consulting services along with our deep industry experience serving shale independents, oil majors, LNG exporters, midstream players, national oil companies, and OEMs, process licensors, EPC companies, and others. We can help you navigate the complexities and capitalize on the opportunities in natural gas and LNG by addressing critical topics such as:
Market analysis & forecasting including supply assessments with historical data and forecasts from global and regional levels down to asset and well levels; demand analysis covering exports, power generation, chemical and industrial sectors, transportation (CNG/LNG), residential, commercial, and emerging technologies; pricing and trade flow analysis at national, international, and regional trading hubs; market research and competitive intelligence; and total addressable market sizing and segmentation for equipment, technology, and service suppliers.
Cost & economic analysis encompassing cost estimates and breakdowns for the entire value chain at regional, asset/plant, and process/technology levels, and feasibility studies to assess the financial and economic returns and competitiveness of new and existing plants, assets, infrastructure, and capital projects.
Strategy & planning for corporate strategy, business planning, and portfolio optimization at the company, business unit, and asset levels; innovation strategy, technology assessments, R&D planning, and portfolio audits at the corporate and business unit levels; and go-to-market strategy and competitive positioning.
Transaction support and M&A and transaction advisory services, including opportunity and target scouting, due diligence, plant tours, and customer interviews for operators, equipment, and service providers.
ADI Analytics conducted a competitive benchmarking study for a gas processing plant vendor using extensive voice-of-customer research to uncover trends, evaluate competitors, and inform strategic decisions. The client A vendor of gas processing plants seeking to better understand customer perceptions, competitive dynamics, and market trends. The situation The client wanted to assess its competitive positioning […]
ADI Analytics assessed LNG sourcing options and market dynamics to support an oil company’s evaluation of LNG for steam generation within its operations. The client A national oil company evaluating LNG sourcing strategies and deal structures to support internal energy needs. The situation The client sought to understand the cost and strategic implications of using […]
ADI’s analysis evaluates the opportunity for an oil and gas company to enhance its operations by switching its fuel source. The client An oil and gas company that is evaluating a fuel-switching opportunity to power its operations. The situation The company is considering using LNG to produce steam instead of using a third of its […]
This assessment forecasted global demand for cryogenic heat exchangers and pumps across LNG, CCUS, and hydrogen liquefaction applications. ADI evaluated the cyclical nature of large-scale LNG capex alongside the rapid scale-up of blue hydrogen projects that rely on cryogenic CO2 separation. The work assessed the role of high-efficiency coil-wound exchangers and brazed aluminum designs for […]
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 […]
ADI evaluated the commercial viability of replacing heavy oil with LNG for industrial steam production in isolated mining and oil and gas operations. The study established the crude oil price thresholds required for fuel-switching profitability and analyzed the global cost of delivering LNG from multiple supply hubs. Technical assessments included evaluating the potential for carbon […]
ADI quantified the price elasticity of industrial natural gas use, distinguishing between fuel and feedstock applications in the petrochemical and refining sectors. The research highlighted significant operational constraints which limit the short-term capability of plants to switch to alternative fuels. By modeling product price indexing for methanol and ammonia, ADI demonstrated how producers mitigate margin […]
ADI analyzed the transition from domestic gas production to LNG imports in the Philippines to address energy security and decarbonization goals. The study benchmarked the levelized cost of electricity (LCOE) for gas-fired combined-cycle plants against coal-based generation, accounting for the environmental costs of emissions. Modeled delivered ex-ship (DES) costs from U.S. export hubs to demonstrate […]
ADI conducted a technical and commercial risk assessment of a proposed waterfront LNG facility, focusing on EPCM strategy and marine integration. The work identified critical FEL-3 gaps, including scope exclusions in storage tank quotes and misalignments between piping layouts and plot plans. Rigorous analysis of the bunkering barge cycle times highlighted operational vulnerabilities related to […]
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 […]
ADI modeled the global reciprocating compressor market segmented by speed across the oil and gas value chain. The research addressed the impact of LNG carrier fleets availability and shifting marine fuel regulations on boil-off gas handling. Strategic analysis focused on the recurring revenue potential of aftermarket services. The client Private equity firm The situation High […]
This study benchmarked various monetization options for shale gas, quantifying the oil-to-gas price ratios required to achieve target investment returns. ADI evaluated the competitive positioning of LNG, gas-to-liquids (GTL), and methanol-to-gasoline (MTG) across major North American gas hubs. The analysis highlighted how regional differences in capital intensity and feedstock accessibility vary across the U.S. Gulf […]
To assess market entry potential for modular energy systems, ADI evaluated the deployment of small-scale LNG (ssLNG) and Steam Methane Reforming (SMR) for industrial and transportation applications. The research addressed infrastructure constraints in off-grid regions and evaluated the levelized cost of electricity (LCOE) of modular gas systems against traditional diesel power. Competitive analysis included a […]
ADI gathered and analyzed commercial data for small-scale LNG and CNG applications across the Bakken, Permian, and Marcellus plays. The research quantified compression costs, liq\uefaction fees, and trucking rates to define current market margins for midstream operators. Strategic implications focused on the infrastructure lag in these plays, creating arbitrage opportunities for mobile fuel delivery to […]
This study evaluated the penetration of small-scale LNG across 15 countries in Central and Eastern Europe, focusing on heavy-duty trucking and marine bunkering. ADI identified critical infrastructure constraints at regasification terminals, such as the lack of break-bulk and truck-loading services, while modeling the fuel-switching economics against high-tax regional diesel. The analysis prioritized regional investments based […]
ADI performed an independent assessment of the technical and economic viability of modular methanol plants in North American shale basins. Research explored the cost arbitrage of converting flared or stranded gas into liquid chemical products across a wide range of feedstock pricing. Analysis identified critical risks in process scale-up and the competitive impact of U.S. […]
To evaluate market positioning for specialty turbomachinery controls, ADI analyzed demand drivers across LNG export terminals, FPSOs, and ethylene crackers. The study assessed the reliability trade-offs between OEM-standard controls and independent anti-surge systems in greenfield versus brownfield projects. Primary research with rotating equipment specialists highlighted factors impacting operational risk during commissioning. The client Private equity […]
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 […]
In the May 2026 edition, ADI examines why oil prices, lifted by Iran-related risks, are expected to ease back into the sixty-dollar range as fundamentals reassert, while helium markets tighten amid Middle East disruptions and Russian export limits. At the same time, SLB’s acquisition of S&P Global’s upstream software highlights accelerating digital momentum, as rising […]
Venture Global’s LNG projects have drawn attention for how quickly they have moved from construction to first production. A highly modular, repeatable design approach has allowed those projects to come online faster than many traditional, bespoke developments. Across energy and industrial markets, project conditions have become more challenging. Project costs are rising and timelines are […]
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