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 review of modular technology providers and the impact of carbon intensity regulations on gas-to-power economics.
The client
Private equity firm
The situation
Risk assessment of capital allocation toward modular LNG and hydrogen production in a decarbonizing energy market.
ADI’s contributions
End-use demand segmentation
ADI quantified the fuel-switching potential for high-horsepower engines in mining, rail, and marine fleets.
Modular technology benchmarking
Technical evaluation of liquefaction and reforming skids established performance and cost-per-unit comparisons.
Infrastructure gap analysis
Assessment of bunkering and virtual pipeline networks identified critical bottlenecks in gas distribution.
Economic scenario planning
Sensitivity analysis of Henry Hub pricing and carbon taxes determined the long-term viability of modular assets.
Key outcomes
- Clear prioritization of ssLNG for maritime bunkering and SMR for industrial hydrogen “over-the-fence” contracts.
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