Power generation

The power generation sector is the foundation of modern infrastructure, providing the electricity needed for economic growth, urbanization, and energy access. As global demand rises, the industry is undergoing a major transition where traditional coal- and gas-fired plants are increasingly complemented by solar, wind, nuclear, and geothermal energy. This trend continues to be driven by energy transition goals, strong policy and investor support, and falling costs.

ADI Analytics helps utilities, IPPs, and investors improve commercial and operational performance through market research, techno-economic analysis, and strategy support.

Adapting to diverse regional energy needs

Developed markets are seeing increased investment in flexible generation, storage, and distributed energy systems due to aging infrastructure, grid limitations, and growing electrification. Meanwhile, governments and utilities in emerging markets are adding capacity to support economic growth, urbanization, and energy access. Across both contexts, generation strategies must account for fuel availability, intermittency, regulatory requirements, grid access, and overall project economics.

Navigating complex energy transitions

Despite growth, generation players face challenges with aging infrastructure, grid limitations, and transmission constraints. Companies are under mounting pressure to cut emissions and prove cost-competitiveness while navigating volatile fuel prices, permitting delays, and evolving regulatory requirements shaped by carbon pricing and clean energy incentives.

Optimizing assets for long-term reliability

To remain competitive, companies must align their asset mix, development strategy, and regulatory planning with evolving market dynamics and investor expectations. Demonstrating both operational reliability and commercial viability is crucial for maintaining market share and supporting the integration of flexible generation and storage.

How ADI helps

ADI Analytics supports clients across the power generation value chain with consulting and research services that drive informed decisions on development, investment, and operations:

  • Market intelligence & forecasting including regional supply-demand analysis, generation mix forecasting, pricing trends, fuel cost benchmarks, and emissions impact modeling.
  • Project evaluation & asset strategy covering feasibility studies, plant benchmarking, site screening, cost and return modeling, and assessments for asset retirement or repowering.
  • Technology & policy analysis involving evaluation of generation technologies, comparison of LCOE and emissions profiles, policy scenario modeling, and assessment of permitting and interconnection requirements.
  • Investment support & commercial due diligence such as opportunity screening, valuation modeling, investor targeting, and market studies for M&A, joint ventures, and greenfield projects.
  • Strategic planning & transition strategy including market entry planning, decarbonization roadmaps, risk assessments, and strategies for fuel switching and long-term competitiveness.

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 […]

Customer 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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