Reciprocating compressor market strategy and outlook
ADI modeled the global reciprocating compressor market segmented by speed across the oil and gas value chain. The research addressed the impact of LNG carrier fleets availability and shifting marine fuel regulations on boil-off gas handling. Strategic analysis focused on the recurring revenue potential of aftermarket services.
The client
Private equity firm
The situation
High uncertainty regarding the medium-term demand for low-speed compressors amid falling oil prices and LNG project delays.
ADI’s contributions
Installed base modeling
ADI estimated a global serviceable base of reciprocating units to quantify the long-term recurring revenue potential for parts.
Marine segment analysis
Technical assessment of boil-off gas reliq\uefaction systems identified growth risks in two-stroke versus four-stroke engines.
Competitive landscape SWOT
Benchmarking of four leading OEMs revealed differentiation through proprietary technology and regional service footprints.
Aftermarket margin analysis
Evaluation of the business model identified several aftermarket opportunities as the primary driver of OEM profitability.
Key outcomes
Strategic pivot toward aftermarket service acquisitions and focus on high-speed units serving North American shale basins.
Client Results
We use ADI for our private equity diligence process and to help our portfolio companies set their strategies. They do a very good job of condensing down a lot of information into consumable data with key takeaways.
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