Small-scale LNG market assessment

To assess market entry potential for modular energy systems, ADI evaluated the deployment of small-scale LNG (ssLNG) 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 in a decarbonizing energy market.

ADI’s contributions

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End-use demand segmentation

ADI quantified the fuel-switching potential for high-horsepower engines in mining, rail, and marine fleets.

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Modular technology benchmarking

Technical evaluation of liquefaction skids established performance and cost-per-unit comparisons.

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Infrastructure gap analysis

Assessment of bunkering and virtual pipeline networks identified critical bottlenecks in gas distribution.

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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.
Client Results
ADI has been in the industry for years. They know exactly what we need and can deliver it in a ‘nugget’ instead of a 50-page study.
Joe Sentmanat Director, Finance Risk Mgmt, LyondellBasell

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