Midstream capital and operational spend assessment
To quantify addressable opportunities for midstream services, ADI modeled capital and operational expenditures across North American gathering, transportation, distribution and storage assets. The study evaluated infrastructure constraints in the Permian and Appalachian basins, specifically addressing how rising maintenance needs on aging infrastructure offset cyclical volatility in new project FIDs. Proprietary spend curves were applied to nameplate capacities to establish defensible segment forecasts through 2026.
The client
Private equity and industrial services firms
The situation
Significant uncertainty regarding the timing and scale of midstream service demand following pandemic-related volatility.
ADI’s contributions
Proprietary spend modeling
ADI applied cost-per-mile and cost-per-unit metrics to an asset database to estimate granular market sizes.
Asset-level segmentation
Analysis of oil and gas pipelines in North America and identified high-density maintenance pockets by region.
Basin-specific growth drivers
Evaluation of Permian production forecasts determined the necessary expansion of gas processing and NGL fractionation.
Operational trade-off analysis
Assessment of regulatory and aging asset trends quantified the shift from greenfield build to brownfield integrity spend.
Key outcomes
Refinement of service acquisition strategies and prioritization of operational maintenance markets over new construction.
Client Results
ADI was able to help us in an area that is very important as a technology developer: knowing what the real odds of success would be for a particular technology.
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