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

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.

CONTACT US …