Scenario planning and war gaming

Preparing for market uncertainty and building corporate resilience across oil & gas, energy, and chemicals

Navigating fast-moving trends across oil & gas, energy, and chemicals requires exploring multiple futures and building flexible, adaptive corporate strategies. ADI Analytics guides long-term planning by combining proprietary scenario models with deep sector insights to convert macroeconomic changes into clear strategic pathways. We help executive leadership teams evaluate competitive risks and make robust choices that insulate operations from volatile market disruptions.

Anticipate macroeconomic shifts. Model diverse energy supply, demand, and pricing scenarios and execute detailed geopolitical risk modeling to protect global assets from regulatory variations and shifting supply chain vulnerabilities.

Insulate strategic choices. Perform rigorous strategy stress-testing and structured corporate war gaming to uncover potential blind spots and run a comprehensive uncertainty analysis on long-term capital allocations.

Optimize asset readiness. Evaluate near-term commercial constraints through tailored operational scenarios and execute objective decision analysis to ensure infrastructure investments remain profitable under changing market conditions.

Experience

Upstream portfolio review for national oil company

ADI Analytics led a two-phase project to support a national oil company’s review of its upstream portfolio, covering conventional, unconventional, offshore, and oil sands assets. The client A national oil company reviewing and reshaping its upstream asset portfolio. The situation The client needed a structured approach to evaluate existing assets, define a target portfolio under […]

Shale gas strategy development for E&P player

ADI Analytics supported a leading exploration and production (E&P) independent in developing its shale gas strategy, including organizational design, process development, and opportunity evaluation. The client A leading independent E&P company pursuing entry into shale gas. The situation The client needed to establish a strategic foundation, processes, and organization to enter and scale up operations […]

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 […]

Critical minerals disruption scenario analysis

ADI developed disruption scenarios for priority critical minerals covering access risk, price volatility, and cost pass‑through. Scenario probability and impact were evaluated using policy signals, historical precedents, and supply concentration indicators. Trade‑offs between near‑term mitigation and longer‑term structural options were assessed. The client Integrated energy company The situation Exposure to policy‑driven supply disruptions ADI’s contributions […]

Global energy transition digital spend outlook

ADI assessed a global energy transition capital spend and outlook through 2050, identifying the addressable market for digital technologies. The study analyzed how the shift toward fragmented, low-carbon infrastructure will impact the need for digital integration across intermittent renewables and energy storage systems. Modeling surfaced critical factors that will dictate the pace of digital adoption. […]

Client Results
ADI helped us with where to focus with our activities.
Marcos Gomez Director, Renewable Energy, BASF
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Record RFS mandates strain biofuel supplies

The EPA’s recently finalized Renewable Volume Obligations (RVOs) for 2026–2027 raise Renewable Fuel Standard (RFS) mandates to record levels, marking a step-change in required blending volumes. This shift increases demand across the system and leaves less buffer between required volumes and available supply, tightening overall market conditions. Key dynamics shaping supply requirements: These dynamics suggest […]

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Oil & gas midstream: 2026 mid-year trends and supply chain impacts

The midstream sector in the first half of 2026 is moving at a breakneck pace, driven by a strategic pivot toward “wellhead-to-water” natural gas liquid (NGL) integration, severe high-horsepower compression supply-chain constraints, and a massive power-generation super-cycle spurred by AI data center expansion. Rather than relying on speculative mega-projects, major pipeline operators are maximizing fee-based […]