Power generation

Accelerating power demand and clean energy goals force thermal and renewable generators to balance grid reliability with strict emissions targets.

Utilities, independent power producers, and investors face aging infrastructure, transmission bottlenecks, volatile fuel prices, and complex permitting delays. Developed and emerging markets require distinct capital allocation and capacity strategies. ADI Analytics guides power generation clients through market intelligence, techno-economic modeling, technology evaluation, and commercial due diligence.

What keeps power generation leaders up at night

Rapidly expanding load growth from electrification and data centers strains existing capacity while supply chains and transmission interconnections delay new buildouts. Volatile fuel pricing directly impacts power dispatch economics and operating margins for gas and coal assets.

Grid access limitations and prolonged permitting processes stall project execution across both utility-scale clean energy and flexible natural gas generation. Meanwhile, evolving carbon policies, emissions regulations, and clean energy incentives alter plant valuations and project economics.

Strategic planning is hindered by rising integration costs for intermittent renewables alongside changing regulatory and investor expectations for decarbonization.

Failure to align generation portfolios with regional grid constraints and regulatory policies risks stranded assets, lost market share, and severe margin compression.

Who we are

Power generation advisory, built on 15+ years and 1,000+ projects. Our team supports utilities, independent power producers, and financial investors across fossil fuel, nuclear, geothermal, renewable, and distributed generation assets.

What clients engage us to do

Forecast power markets and fuel economics

We deliver regional supply-demand balance assessments, generation mix forecasts, electricity pricing trends, fuel cost benchmarks, and emissions impact analysis. These insights enable asset operators and power developers to navigate market volatility and model long-term dispatch scenarios accurately.

Assess generation technology and policy impacts

Work includes technical evaluations of generation equipment, levelized cost comparisons, emissions profiling, and regulatory scenario modeling. We analyze permitting hurdles, interconnection requirements, and policy mechanisms to de-risk technological investments and ensure regulatory compliance.

Deliver investment support and commercial due diligence

We conduct market opportunity screening, detailed valuation modeling, investor targeting, and commercial due diligence for greenfield power projects, joint ventures, and asset acquisitions. Our technical and market analysis supports private equity firms, utilities, and infrastructure funds throughout M&A transactions.

Formulate transition strategy and decarbonization roadmaps

Clients leverage our team to build market entry plans, execute long-term decarbonization strategies, assess operational risks, and evaluate fuel switching opportunities. We align corporate portfolio strategy with evolving investor expectations and regional power grid dynamics.

Evaluate power projects and optimize assets

Engagements cover plant performance benchmarking, site screening, feasibility studies, levelized cost of electricity modeling, and financial return evaluations. We assist power asset owners with capital allocation decisions regarding repowering, fuel switching, or retiring legacy plants.

For organizations seeking rapid access to market intelligence, ADI’s utility and power sector study helps clients understand investment cycles, capacity additions, and demand growth driven by electrification and data centers.


Industry experience

AI and data center energy impacts workshop

ADI structured and led a workshop examining how AI‑driven data center growth translates into power demand, infrastructure strain, and planning risk. Insights were synthesized from utilities, hyperscalers, OEMs, and developers to assess demand magnitude, geographic concentration, and timing relative to transmission and permitting constraints. The analysis framed implications for fuel mix, grid investment sequencing, and […]

Distributed power and storage strategy assessment

ADI evaluated distributed power and grid‑edge storage opportunities by linking customer economics, reliability requirements, and technology performance across industrial and field‑based applications. The assessment combined voice‑of‑customer interviews with internal market sizing models to test where storage, power quality, or hybrid solutions materially improve outcomes. Findings differentiated scalable use cases from niche deployments where adoption is […]

SMR opportunities for oil & gas and chemicals

ADI examined where small modular reactors could realistically supply power and steam across refineries, LNG terminals, and large chemical complexes with high baseload demand. The analysis combined asset‑level screening, operator interviews, and comparisons across SMR design classes to test fit against gas‑fired alternatives. Particular attention was paid to siting constraints, operating reliability, and adoption hurdles […]

Data center electricity outlook and pricing

ADI built a bottom‑up view of U.S. data center electricity demand driven by AI workloads, using rack density, GPU power consumption, utilization assumptions, and load growth scenarios. These demand estimates were stress‑tested through interviews with utilities, hyperscalers, and power developers to assess grid constraints and timing mismatches. The work linked physical load growth to regional […]

Methanol for power generation

ADI evaluated methanol as a power‑generation fuel by comparing turbine retrofit requirements, fuel handling needs, and emissions performance against diesel and LNG. The analysis relied on levelized cost of electricity models alongside OEM input on combustion performance and operational limitations. Results focused on small‑ to mid‑scale plants where gas access or emissions compliance posed challenges. […]

Clean coal hydrogen cost optimization

ADI developed granular process and cost models across coal gasification pathways to understand where hydrogen production costs could be reduced. The work examined gasifier selection, syngas cleanup, CO₂ capture, and integration with power generation to quantify trade‑offs across configurations. Scenarios were ranked to identify pathways suitable for further demonstration rather than incremental optimization. The client […]

Distributed gas‑based generation assessment

ADI benchmarked distributed generation technologies using a structured index covering cost, efficiency, emissions, scalability, and regulatory fit. The framework was informed by interviews with utilities, regulators, and technology providers to reflect real‑world deployment constraints. Findings were used to rank options for grid support applications rather than treating distributed generation as a monolithic solution. The client […]

SCR catalyst technology and competitive landscape

ADI assessed SCR catalyst technologies by comparing plate, honeycomb, and other designs across power and industrial applications. The work combined proprietary datasets with interviews spanning utilities, OEMs, and catalyst suppliers to evaluate performance trade‑offs and competitive positioning. Emphasis was placed on lifecycle cost, replacement cycles, and application‑specific constraints rather than headline capacity alone. The client […]

EV and charging infrastructure market assessment

ADI evaluated the North American EV and charging infrastructure market using bottom‑up forecasts of vehicle stock, charger deployment, power demand, and capital investment through 2030. The analysis differentiated Level 1, Level 2, and DC fast charging economics, incorporating policy scenarios, utility participation models, and EPC cost structures. Particular attention was paid to fleet charging economics […]

SCR catalyst and competitive landscaping assessment

ADI conducted an independent technical and commercial benchmark of selective catalytic reduction (SCR) catalysts to inform the investment process for a market leader. The study examined differentiated honeycomb geometry versus plate and corrugated designs, specifically focusing on pressure drop and catalytic activity. Additionally, the analysis mapped the integration potential of SCR systems with emerging solid-adsorbent […]

Client Results
They helped us quantify in a very methodical manner the market size we were going after; they got up to speed very quickly in what we do, spent time with the team, the technology, and the markets, and did that evaluation.
Doug Moorehead President, FlexGen Power Systems

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