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 of specialized injection equipment.
The client
Private equity firm
The situation
Ambiguity regarding the penetration of DRA in non-crude segments and the impact of pipeline utilization on chemical demand.
ADI’s contributions
Pipeline throughput modeling
ADI analyzed existing pipeline network globally to identify hydraulic bottlenecks where DRA offers the highest IRR.
Comparative cost analysis
Technical evaluation of chemical vs. mechanical expansion established the commercial threshold for additive adoption.
Competitive landscape mapping
Benchmarking of Tier 1 and Tier 2 DRA producers revealed differentiation through proprietary polymer formulations.
Refined product segment analysis
Investigation of chemical compatibility and additive removal requirements identified growth barriers in fuels pipelines.
Key outcomes
Validation of high-growth niches in refined product pipelines and identification of specialized equipment service models.
Client Results
ADI is able to really focus on what you care about rather than recycling information or giving you what they think you want.
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 […]
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 […]
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 […]
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 […]
In the June 2026 edition, AI-driven demand is surging, but constraints in grid capacity, permitting, and equipment supply are reshaping how and where data centers expand. Developers are increasingly embedding power considerations into site selection, shifting toward distributed infrastructure models and prioritizing regions with faster, more reliable access to electricity. As power availability becomes a […]
For much of the 20th century, R&D was viewed as a long-term investment in scientific discovery, often insulated from day-to-day operational pressures. Success was measured in patents, breakthrough technologies, and the promise of future growth. Today, that view no longer holds. Across energy, chemicals, and broader industrial sectors, R&D has been reshaped by a combination […]
Ammonia has increasingly emerged as a potential low-carbon marine fuel to support decarbonization in the maritime sector due to its carbon-free combustion profile. However, compared to methanol, ammonia has lagged behind in commercial adoption as a low-carbon marine fuel. This is primarily due to its toxicity, which requires more complex storage and handling systems, as […]
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