Refiner ESG benchmarking and landscaping

ADI benchmarked the sustainability disclosures of U.S. oil majors and independents to identify competitive gaps in ESG reporting maturity. The study evaluated dimensions such as greenhouse gas emissions, water management, and critical incident risk to determine how refiners are navigating the transition to net-zero. The analysis highlighted that pure-play refining independents often provide more granular segment-level detail than larger, more complex integrated oil majors.

U.S. refining company

Navigating the lack of standardized ESG reporting in the downstream sector and identifying best practices for sustainability disclosures.

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ADI assessed nine key metrics across four sustainability dimensions to provide a structured comparison of peer reporting practices.

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Proprietary analysis revealed that independent refiners deliver higher-detail segment data compared to integrated oil majors.

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The work synthesized voluntary commitments across the peer group, identifying a focus on 2050 net-zero targets and renewable fuels.

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Primary research identified the emerging trend of linking executive compensation to ESG progress and diversity goals.

  • Defined a roadmap for improving ESG disclosure maturity, enabling the client to align its reporting with industry leaders and stakeholder expectations.
Client Results
We hired ADI to help us understand the IRA bill and our strategic options, and they did a great job bringing our executive team on board with the deliverables.,
Tim Adams VP, Hunt Refining Company

Industry experience

Compact hydrogen generator commercialization strategy

This engagement assessed the commercial viability of a compact hydrogen generator (CHG) by benchmarking it against incumbent large-scale SMR and cryogenic liquid hydrogen supply chains. ADI analyzed the trade-offs between capital recovery and sourcing diversity for refiners to address rising hydroprocessing capacity needs. The client Energy technology R&D organization The situation Uncertainty regarding how small-scale […]

Global sulfur recovery unit market assessment

This study analyzed the global demand for Claus, liquid redox, and scavenger units over a five-year period, driven by IMO 2020 marine fuel regulations and fuel demand growth. ADI segmented the global market by region and capacity. The work emphasized the factors that impact growth. The client Global refining technology provider The situation Uncertainty regarding […]

Refining turnaround and maintenance due diligence

ADI supported investment due diligence by assessing the market outlook for refinery turnaround (TAR) and maintenance services. Primary research involved interviews with major U.S. Gulf Coast operators to validate job pipelines and post-pandemic labor cost escalations. The work included site-specific unit outage forecasts with regional spending trends and assessing competitive margins. The client Private equity […]

Sulfur recovery as a service strategy

ADI evaluated the global addressable market for an outsourced sulfur recovery business model, assuming complete operational responsibility for sulfur recovery units (SRUs) and downstream sulfur marketing. The work modeled adoption rates across the U.S., Europe, and the Middle East, specifically quantifying the recurring revenue potential of tapping high fertilizer demand. Analysis focused on the critical […]

Sustainable aviation fuel technology and supply outlook

ADI explored the recovery of global jet fuel demand post-COVID-19. The study analyzed seven ASTM-approved SAF pathways to identify the pathway that will dominate supply and/or offer the greatest decarbonization potential over the long term. Cost analysis was conducted to assess drivers of SAF costs compared to conventional jet fuel. The client Venture capital firm […]

Valuation of integrated energy and chemicals assets

ADI performed technical and commercial due diligence for an integrated energy and chemicals park, evaluating asset configurations. The valuation involved rigorous DCF modeling of scenarios ranging from lube oil complex rejuvenation to asset shutdowns, factoring in terminal value sensitivities. The assessment specifically addressed market risks associated with Monoethylene Glycol (MEG) oversupply and regional demand recovery […]

Water technology assessment for refineries

ADI evaluated the water management value chain within U.S. refineries, focusing on sourcing constraints, pre-treatment needs, and wastewater reuse technologies. The assessment benchmarked the lifecycle costs of primary and secondary treatment while identifying technical barriers to advanced membrane and zero liquid discharge systems. The study highlighted the growing water stress in basins and the resulting […]

Downstream maintenance and capital spend strategy

ADI evaluated the global refining and petrochemical spend to determine market entry strategies for specialty maintenance services and equipment. The assessment addressed regional capacity shifts, specifically the transition from European asset closures to massive integrated complexes in Asia and the Middle East. Strategic planning focused on the trade-offs between routine turnaround services and large-scale modernization […]

Hydrogen market assessment and go-to-market strategy

ADI evaluated global hydrogen demand across high-volume refining and ammonia sectors alongside emerging small-volume applications in semiconductors and glass. The study utilized technical benchmarks for SMR and electrolysis to identify segments where on-site reliability and high purity levels (99.9999%+) justify compact reactor adoption over traditional tube trailer delivery. The client Industrial technology provider The situation […]

Novel bio-oil upgrading and olefin monetization technology scouting

ADI conducted a technical scan of non-hydroprocessing routes for upgrading biomass-derived pyrolysis oil, focusing on solvent extraction and membrane-based fractionation. The assessment identified high-value chemical pathways for light olefin streams, benchmarking potential products like acrylic acid and lube additives against minimum economic scale (MES) requirements. The client Biomass conversion technology developer The situation Uncertainty regarding […]

Refiner ESG benchmarking and landscaping

ADI benchmarked the sustainability disclosures of U.S. oil majors and independents to identify competitive gaps in ESG reporting maturity. The study evaluated dimensions such as greenhouse gas emissions, water management, and critical incident risk to determine how refiners are navigating the transition to net-zero. The analysis highlighted that pure-play refining independents often provide more granular […]

Strategic assessment of IRA incentives for refiners

ADI analyzed the stackable tax credits provided by the Inflation Reduction Act to prioritize decarbonization projects at existing refining assets. The study mapped technical pathways for sustainable aviation fuel (SAF), blue hydrogen, and carbon capture against regional infrastructure and environmental justice criteria. This effort identified how loan guarantees and transferability provisions can de-risk capital projects […]

Sustainable aviation fuel technology and supply outlook

ADI explored the recovery of global jet fuel demand post-COVID-19. The study analyzed seven ASTM-approved SAF pathways to identify the pathway that will dominate supply and/or offer the greatest decarbonization potential over the long term. Cost analysis was conducted to assess drivers of SAF costs compared to conventional jet fuel. The client Venture capital firm […]

U.S. refined product export market outlook

ADI forecasted the growth of U.S. fuel exports to Latin America by analyzing regional macroeconomics, vehicle fleet dynamics, and biofuel blending mandates. The study identified structural supply gaps in Latin America and the analysis focused on evaluating the cost-competitiveness of U.S. refiners in meeting stringent new low-sulfur fuel regulations across the region. The client Multi-client […]

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