Technology investment strategy

A venture capital firm needed to understand the technology needs in emerging shale gas basins to prioritize investments and manage market risk.

A regional venture capital firm was interested in funding start-ups focused on developing technologies for exploiting shale gas basins.

he client sought a market-backed understanding of technology needs in two or three emerging shale gas basins to prioritize investments and manage market risk.

Contribution icon 1

We conducted approximately 40 interviews with industry experts across the shale gas exploration, production, and utilization value chain.

Contribution icon 2

The insights gathered from the interviews were distilled to identify the key operational and technology pains and needs within the industry.

Contribution icon 3

We segmented and prioritized the identified technology challenges by basin and basin growth data.

Contribution icon 4

We sized the potential revenue associated with each technology challenge to quantify the market opportunity.

  • The resulting technology needs and evaluation framework are being rolled out to investment professionals and are being used to generate, evaluate, seed, and fund new opportunities.
Customer Results
The best about ADI is their deep knowledge of existing markets and the ability to really drill into specialized area within the overall landscape.
Johanna Schmidtke Saudi Aramco Energy Ventures, Investment Director

Industry experience

EVSE market and investment outlook

ADI Analytics conducted a three-week study of the electric vehicle supply equipment (EVSE) market to support a client’s investment planning. The client A firm exploring growth opportunities in the electric vehicle infrastructure space, with a focus on charging equipment, power systems, and associated services. The situation The client needed a forward-looking assessment of EV adoption […]

Transportation energy scenario planning

ADI Analytics supported a scenario planning effort to help a client understand and prepare for evolving transportation energy trends and their long-term business implications. The client A leading chemical major serving the automotive and fuel markets and seeking to anticipate shifts in transportation energy. The situation The client wanted to explore how changes in transportation […]

More insights

Article Icon Article

Beyond green hydrogen: Electrolyzers as grid stabilizers

The green hydrogen dream is currently facing a difficult reality: electrolysers are expensive to build and operate, and many projects are struggling to secure the high utilization required for a bankable business case, often due to a lack of immediate, large-scale hydrogen demand. These plants have high upfront capital costs, and if they sit idle, the financial […]

Article Icon Article

Lack of certification jeopardizes EU’s SAF ambitions

Europe became the linchpin of sustainable aviation fuel (SAF) adoption after the implementation of the EU’s RefuelEU Aviation regulation and the U.K.’s SAF mandate. According to these regulations, airlines are required to blend at least 2% of SAF in their fuel use starting January 1, 2025. These blending requirements will get stricter with higher targets […]

Article Icon Article

20x valuations: The grid infrastructure gold rush

Gold prices have increased by nearly 50% in the past year, but that’s not the only gold rush in town these days. The other gold rush is for a piece of the supply chain action that enables access to the grid for power generation assets, powering the upcoming AI-driven data centers. The grid infrastructure gold […]