Midstream asset commercial strategy and economics

This assessment forecasted global demand for cryogenic heat exchangers and pumps across LNG, CCUS, and hydrogen liq\uefaction 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 total addressable market and outlook over a 10-year period for digital solutions for gas processing. The analysis highlighted a strategic preference for back-office digitalization over field operations, driven by a lack of commercial readiness for wearables and high capex barriers for IoT. ADI mapped these adoption hurdles against process automation partnerships to […]

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 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 […]