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 power pricing outcomes over the next decade.

Integrated energy company

Rapid AI growth created uncertainty around load growth, grid constraints, and power pricing.

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Modeled load growth using bottom‑up GPU and rack‑density assumptions.

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Interviewed utilities, data center operators, and OEMs.

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Assessed transmission and grid bottlenecks by region.

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Developed electricity price trajectories across scenarios.

  • Established demand and price scenarios to support gas‑to‑power and infrastructure strategy.
Client Results
Working with ADI has been great for getting real customer feedback and targeting the specific information we are looking for.
Jeff Dysard CTO & EVP, NuMat Technologies

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 […]

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 […]

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