This strategic planning support assessed a global reservoir simulation market and outlook over a 10-year period. ADI examined the commoditization of black oil simulators and the competitive pressure from GPU-based cloud computing and data analytics alternatives. The work surfaced critical trade-offs between physics-based accuracy and the speed required by a shrinking reservoir engineering workforce.
The client
Reservoir modeling software provider
The situation
High decision risk in a commoditizing software market facing disruption from data analytics and integrated subsurface platforms.
ADI’s contributions
Multi-scenario TAM modeling
ADI used proprietary model layers to segment market growth across asset classes, including shale, heavy oil, and EOR projects.
Voice-of-customer insights
Over 35 interviews with global operators provided clarity on the requirement for integration between Petrel and simulation tools.
Competitive benchmarking
The analysis detailed how competitors utilize bundling and OSDU platform migration to lock in market share despite price premiums.
M&A target identification
ADI profiled 30 potential acquisition targets across the value chain, prioritizing G&G and well-spacing analytics for inorganic growth.
Key outcomes
- Repositioning of software offerings for specific asset classes and an inorganic growth roadmap focusing on G&G and frac modeling.
More insights
Water limits are reshaping operations in oil and gas, power, and chemicals
Water now sets operating limits in three industries ADI covers. Permian produced water volumes rose from 11.2 million bbl/d in 2017 to 24.9 million bbl/d in 2025, and regulators have restricted the disposal wells that take most of it. Refineries and chemical plants on the Texas Gulf Coast and the Rhine face allocation plans and […]
Trends shaping the U.S. midstream outlook
I recently had the opportunity to share ADI’s latest research on the U.S. midstream oil and gas industry at the 10th Annual OCTG & Line Pipe Forecast Summit. My presentation explored how oil and gas production growth, LNG export expansion, and increasing power demand are driving a new wave of midstream investment. As illustrated in […]
EU SAF premium hits a 20 month-low
Global sustainable aviation fuel (SAF) prices came under significant pressure in October 2026, with the European SAF premium reportedly falling to a 20-month low. The decline reflects three key factors: Exhibit 1. SAF project pipeline by region and development status since 2021 In the ninety-fifth edition of ADI’s biweekly SAF newsletter, SAF Tracker, ADI explores […]