CASE STUDIES
Proof, measured in dollars.
The question that landed on a desk, the number the engine gave back, and what it was worth. Filter by the seat it came from.
22 CASE STUDIES
OPTIONALITYWhat are your routing choices worth when prices move?Re-optimised routing adds $16.8M, 4.2%, on a $1.50 JKM move.FEB 2026Read →SCHEDULINGWhich delivery months make or lose money?The calendar alone swings one DES schedule from +0.06 to -0.23 $/MMBtu.DEC 2025Read →RISKSame expected profit, same risk?Three books earn the same forward profit and sit $400M apart in stress.DEC 2025Read →CHARTERINGWhat does a $70k/day charter market do to P&L?Spot flexibility is worth $9.84M when rates hit $70k a day.NOV 2025Read →PORTFOLIOWhen do cancellations spike across a book?One price shock turns 4 cancelled cargoes into 23.NOV 2025Read →PRICINGWhat is an information edge worth at the negotiating table?Fleet modelling turns a $0.50/MMBtu edge into $40M of SPA value.OCT 2025Read →OPTIONALITYWhat are your cancellation clauses actually worth?$0.20 per MMBtu on average, and $0.45 when volatility rises.OCT 2025Read →OPTIONALITYWhich contract right is worth paying for?Destination freedom leads at $2.06/MMBtu, ahead of cancellation and volume combined.AUG 2025Read →RISKHow much risk is your VaR method hiding?The same book reports $46M or $64M of risk, depending on the method.AUG 2025Read →PRICINGHow should a new export hub price its LNG?Brent wins for all three modelled buyers, peaking at $2.01BN revenue.OCT 2025Read →OPTIONALITYHow fast does flexibility value move with the market?Four weeks of curve moves repriced the same option 45%.JUL 2025Read →INDEXATIONWhat is the right to switch index worth?A per-cargo Brent-or-HH choice is worth $0.52/MMBtu against a Brent book.JUL 2025Read →FLOWSWhat is the Panama Canal worth to Asia margins?A shutdown cuts the Futtsu margin 37%, $4.89 to $3.08.JUL 2025Read →OPTIONALITYWhat is a worthless-looking option really worth?Zero at the forward curve, $8.6M once volatility is simulated.MAY 2025Read →FLOWSWhere did LNG actually flow in 2023?Half of all imports, 50.0%, landed in East Asia.JUL 2025Read →RISKWhat is a Pacific supply hub worth when canals close?Mexican supply adds $83.1M with Suez and Panama shut.NOV 2024Read →CHARTERINGDoes the third ship pay for itself?In November the spread pays +$4.1M; in October it adds nothing.OCT 2024Read →CHARTERINGUp to what charter rate does the winter window pay?The Q4 window funds a third ship to $93,750 a day.AUG 2024Read →EMISSIONSCan a schedule cut CO2 without giving up profit?A CO2 objective cuts fleet emissions 23% against manual planning.AUG 2024Read →ORIGINATIONAustralia or the Middle East for new supply?Australia wins the demand stress tests on a $238.4M base book.AUG 2024Read →PORTFOLIOWhat does an Atlantic hub add to a Gulf-heavy book?18 Rio Grande cargoes lift the whole book by $225M.MAY 2024Read →