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Real-time flows and stock of pipeline gas and LNG, with live intelligence on projects and plants globally.
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Industry experience to see what matters.
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Fusing space remote sensing, operator data with
advanced business analytics, machine learning and AI. -
Guiding digital process transformation.
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Norway-based, bringing an informal style
with a sharp high-north perspective. -
Assisting clients navigate a radically changing energy world.
WHAT WE DO…
MARKET FORECASTING
Long- and short-term supply and demand, infrastructure, flows and prices, technology, competitors and regulatory issues.
INVESTIGATIVE ANALYSIS
Bespoke in-depth research into matters of strategic importance using unique primary informations sources and special analytics.
SATELLITE SURVEILLANCE
Monitoring of objects of interest using specialized remote sensing data sources and analytics, in combination with standard intelligence.
PRICE REVIEWS
Independent expert supporting natural gas and LNG contract price reviews.
PARTNER IDENTIFICATION
Identification and initial approach to candidates in strategic contracting and optimal partnerships.
BOARD SERVICES
Independent board directorships as expert in support of management and owners.
MODELING
Advanced optimizing quantitative methods applied across business functions.
BENCHMARKING
Simple and frontier-based (DEA) methods with extensive company-level data.
RISK ASSESSMENT
Strategic and operational risk/readiness analysis with mitigative steps.
9441
LNG asset entities tracked
2340
Gas nodes tracked
100%
EU daily gas and power data
785
HDD/CDD locations
LATEST FROM THE INSIGHTS …
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From Henry Hub plus to LNG netback pricing – The rapid change, background and implications for the LNG market – A pink-paper
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Workable strategies for new US LNG projects
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Analysis: How has Sabine Pass LNG managed to cope with two ruptured LNG tanks?
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LNG 2019 – Coming FIDs that break the second wave of US LNG projects
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LNG in 2018 – A short Christmas story and market outlook
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Risks to LNG supply – the 26 February PNG earthquake in perspective
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Will US LNG export projects be pulled into a trade war?
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Status and tales from the Cove Point and Canaport LNG plants, Trump back-stage
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Yamal LNG – European gas markets after the first five cargoes
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An oil and gas industry letter home at the end of the year
RECENT WORK …
- Price interaction and response between renewables production and LNG cargo arrivals in Europe.
- Outlook for long-term pipeline gas contracts and prices in Europe with increased LNG imports.
- Geopolitical assessment of energy investment and trade risk with cold-war parallels.
- Detailed daily mass balances and counter-party identification at LNG terminals with reloading.
- Ship day-rate dynamics as a function of fleet utilization, vessel size and age.
- Case analysis and origin of recent rapid price drops and peaks in Europe.
- Capacity booking for short-run flexibility natural gas sales optimization.
- Outlook for CO2 prices in Europe and short-term dynamics affecting the value of natural gas.
- Assessment of rising inefficiencies of global LNG fleet utilization and commercial effects.
- Survey of company natural gas portfolio positions as basis for sales and contracting strategy.
- Opportunities for digital transformation of the LNG business.