Planning with precision and clarity across oil & gas, energy, and chemicals
Navigating market volatility across oil & gas, energy, and chemicals requires predictive intelligence grounded in physical asset and economic realities. ADI Analytics delivers comprehensive forecasting models that support corporate budgeting, procurement sourcing, and long-term capital investments. We integrate proprietary data architecture with deep domain expertise to translate complex market fundamentals into clear, reliable strategic outlooks.
Optimize operational planning. Leverage data-rich short-term forecasts and long-term forecasts delivered through interactive digital dashboards, granular reports, and tactical planning tools built for rapid internal alignment.
De-risk core assets. Anticipate global pricing trends, trade flows, and supply-demand balance variations across foundational commodities including crude oil, natural gas, and LNG.
Navigate industry transition. Forecast emerging technological shifts and regulatory pricing dynamics for downstream petrochemicals, clean hydrogen, and evolving global carbon markets to sustain competitive advantages.
ADI Analytics developed ethane pricing forecasts and strategic implications to support a midstream client’s annual planning process. The client A midstream oil and gas company seeking to understand ethane price dynamics under various market scenarios. The situation The client needed a robust view of ethane supply, demand, and pricing outlooks to inform near- and medium-term […]
ADI Analytics conducted a pricing survey to support a venture-backed start-up’s evaluation of market-based pricing for key bio-based chemicals. The client A venture-backed start-up assessing pricing dynamics for bio-based chemicals. The situation The client needed pricing insights across petroleum- and bio-based acids, alcohols, and other chemicals to inform its commercial strategy. ADI’s contributions Stakeholder interviews […]
ADI Analytics assessed LNG sourcing options and market dynamics to support an oil company’s evaluation of LNG for steam generation within its operations. The client A national oil company evaluating LNG sourcing strategies and deal structures to support internal energy needs. The situation The client sought to understand the cost and strategic implications of using […]
ADI built a bottom‑up lithium‑ion battery recycling outlook by modeling installed base growth, chemistry mix, scrap rates, and collection assumptions. Supply availability, black‑mass generation, and refining capacity were stress‑tested against utilization and execution risk. Uncertainty around LFP adoption and recoverable value was explicitly evaluated. The client Energy transition investment platform The situation Recycling economics unclear […]
This assessment forecasted global demand for cryogenic heat exchangers and pumps across LNG, CCUS, and hydrogen liquefaction applications. ADI evaluated the cyclical nature of large-scale LNG capex alongside the rapid scale-up of blue hydrogen projects that rely on cryogenic CO2 separation. The work assessed the role of high-efficiency coil-wound exchangers and brazed aluminum designs for […]
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 […]
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 […]
ADI analyzed metallurgical and thermal coal demand using industrial activity, steelmaking technology, and power‑generation economics. Regional import dependence and trade flows were evaluated across demand scenarios. Downside risk from fuel substitution and policy intervention was explicitly tested. The client North American coal miner The situation High uncertainty in long‑term coal demand ADI’s contributions Demand driver […]
ADI leveraged proprietary demand models to project hydrogen consumption across heavy-duty trucking and bus segments in North America, East Asia, and Europe. The study evaluated pump-price parity across regions and the impact of the Inflation Reduction Act (IRA) on green hydrogen adoption over a 10-year period. The client Clean technology provider The situation Ambiguity regarding […]
ADI evaluated global demand for homopolymer, impact copolymer, and random copolymer grades, emphasizing crystalline HCPP and reactor-TPO segments. The analysis integrated utilization rate forecasts and regional cost curves to model trade flows across Middle East, Asia Pacific, and North America. Operational risks, including plant debottlenecking and feedstock shifts toward shale-based propane, were contrasted against tightening […]
To quantify addressable opportunities for midstream services, ADI modeled capital and operational expenditures across North American gathering, transportation, distribution and storage assets. The study evaluated infrastructure constraints in the Permian and Appalachian basins, specifically addressing how rising maintenance needs on aging infrastructure offset cyclical volatility in new project FIDs. Proprietary spend curves were applied to […]
ADI modeled global demand for HDPE and specialty metallocene-based grades, including mLLDPE, POE, and POP, across diverse density ranges. The study analyzed the performance trade-offs of Chromium, Ziegler-Natta, and metallocene catalysts in bimodal HDPE production for pipe and blow molding applications. Significant uncertainty regarding the share of recycled HDPE (rHDPE) was addressed by evaluating regional […]
ADI analyzed the North American addressable market for permanent magnets, evaluating the technical dominance of permanent magnet synchronous motors (PSM) over induction and externally excited synchronous motors (EESM) alternatives. The work mapped the rare earth supply chain to identify metallization gaps and localized sourcing risks for major automotive OEMs. The client Private equity firm The […]
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 […]
ADI explored the recovery of global jet fuel demand post-COVID-19. The study analyzed seven ASTM-approved SAF pathways to identify the pathway that will dominate supply and/or offer the greatest decarbonization potential over the long term. Cost analysis was conducted to assess drivers of SAF costs compared to conventional jet fuel. The client Venture capital firm […]
ADI forecasted the growth of U.S. fuel exports to Latin America by analyzing regional macroeconomics, vehicle fleet dynamics, and biofuel blending mandates. The study identified structural supply gaps in Latin America and the analysis focused on evaluating the cost-competitiveness of U.S. refiners in meeting stringent new low-sulfur fuel regulations across the region. The client Multi-client […]
This study analyzed the surge in associated gas production from the Permian and Appalachia regions to forecast NGL supply through a ten-year horizon. ADI evaluated the gap between rising ethane demand from a new wave of ethylene crackers and regional fractionation capacity constraints at major hubs like Mont Belvieu. The work emphasized the technical and […]
ADI offers a wide range of consulting services to help clients assess markets, develop strategy, address uncertainty, optimize operations, and strengthen corporate functions, leveraging propriety data, models, analytics, and insightful research reports.
ADI was very responsive in providing a clear, concise, detailed report on Methanol Supply Chain in Texas Gulf Coast Area.ADI has the ability to dig deep in a topic to provide value at all levels.
Krishna Punwasi
Chemicals Marketing Manager, Air Liquide
In the June 2026 edition, AI-driven demand is surging, but constraints in grid capacity, permitting, and equipment supply are reshaping how and where data centers expand. Developers are increasingly embedding power considerations into site selection, shifting toward distributed infrastructure models and prioritizing regions with faster, more reliable access to electricity. As power availability becomes a […]
For much of the 20th century, R&D was viewed as a long-term investment in scientific discovery, often insulated from day-to-day operational pressures. Success was measured in patents, breakthrough technologies, and the promise of future growth. Today, that view no longer holds. Across energy, chemicals, and broader industrial sectors, R&D has been reshaped by a combination […]
Ammonia has increasingly emerged as a potential low-carbon marine fuel to support decarbonization in the maritime sector due to its carbon-free combustion profile. However, compared to methanol, ammonia has lagged behind in commercial adoption as a low-carbon marine fuel. This is primarily due to its toxicity, which requires more complex storage and handling systems, as […]
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