LNG PORTFOLIO OPTIMIZATION
The spreadsheet was never built for LNG trading.
X-LNG runs your whole LNG book. Schedule, hedges and P&L, re-planned as the market moves.
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SECTION 02 · THE SCHEDULE, LIVE
This is a desk plan. Built by good people, in a spreadsheet.New marks land. The engine re-plans everything.Same fleet. Same contracts. +11% profit.
Five ships, laden and ballast legs, a season of cargos. It looks done. It is leaving millions on the table.Routes, speed, idle time and hedges, for the whole book at once, not one voyage at a time.P&L up, VaR down, exposure hedged. Three changes proposed. Your trader decides, and can override everything.
BOOK VALUE, DEMO
$512.0M
HULL A
HULL B
HULL C
HULL D
HULL E
EXPOSURE
▯ OPEN · ▮ HEDGED 82%
Your world goes in. Decisions come out.
SECTION 03
Fleet, portfolio and infrastructure become one living mathematical model of your book. Every answer on this page comes out of it.
WHAT GOES IN ↓→
VESSELS + TC RATESLIVE AISCARGOS + POSITIONSOPTIONALITIESFORWARD CURVESSLOTS + CANALSTHE ENGINE · ONE LIVING MODEL OF YOUR BOOK
STATUS: WATCHING THE MARKET
1,284,507 SCHEDULES EVALUATED · EVERY ONE TRACEABLE
↓→ WHAT COMES OUT
SCHEDULE
IDLE 46%
Every ship and cargo, one optimised plan.
DECISIONS
+$0.0M
Netbacks, floors, cancel-or-lift, charter calls.
RISK
VAR $18.4M
MtM, EaR and exposure, recomputed with every plan.
RE-PLANNED WHENEVER THE MARKET MOVES · THE TRADER CAN OVERRIDE EVERYTHING
SECTION 04 · ONE ENGINE, EVERY SEAT ON THE DESK
Whatever your seat, it answers your question.
TAP A CARD FOR THE FULL SHEET
Trading.
01 / 04
You make calls worth millions with a deadline of hours.
This is a trading morning with the engine: every question that lands gets its number, priced against the whole book, in seconds. You decide all four.
— Divert or hold, answered with the whole book: the netback plus every knock-on effect
— Your floor price for any tender, computed before it closes
— Cancel or lift, with the fee and the alternative both priced
— P&L and exposure move live with every decision you test
— Every planned voyage re-valued against the new marks, not just the ones you remember
— The engine finds the ship that can lift a distressed cargo without breaking the rest of the plan
06:58
New marks. Which routings are now wrong?
Overnight moves, whole book re-checked
2 FIXES · +$3.1M
09:12
Distressed cargo offered cheap. Take it?
Fleet feasibility, value in your book
YES · HULL C · +$1.8M
09:40
Floor for the 14:00 tender?
JKM-linked, 3.4 TBTU
$11.20
11:15
Cancel MIRA-02, or lift at a loss?
Fee vs. every alternative, priced
LIFT · +$0.8M VS. FEE
EVERY ANSWER PRICED AGAINST THE WHOLE BOOK · YOU DECIDE ALL FOUR
Operations.
02 / 04
You schedule the fleet, and the world changes your schedule daily.
Panama slots cancelled overnight. A discharge window that moved. 18 idle days nobody planned. The engine re-plans the whole fleet in minutes, and you stay in charge of every leg.
— Daily re-scheduling of the whole fleet: routes, speed, idle time, quality matching
— The engine proposes, you refine, it re-plans around you
— Map view with optimised routes and live AIS tracking
— What-if discharge analysis and full P&L breakdown on every plan, versioned
— Ballast legs and waiting days squeezed out across the whole fleet at once
— Slots, windows and quality constraints respected in every proposed plan
HULL A
HULL B
HULL C
HULL D
HULL E
Origination.
03 / 04
You negotiate terms whose value nobody at the table knows.
A three-year SPA is on the table. Every flex term has two values: what it is worth today, and what its optionality is worth across scenarios. And the deal itself is only worth what it does to your book.
— Every flex term valued: destination, volume tolerance, indexation
— Intrinsic and extrinsic value, shown separately, per term
— Valued at portfolio level: what the deal does to your whole book, not in isolation
— Reprice the term sheet between calls, and defend the number
— Diversion rights valued across every market the cargo could reach
— Every clause priced before the call
Destination clause
+$0.0M
Volume tolerance ±10%
+$0.0M
Indexation choice, TTF vs JKM
+$0.0M
WHAT IT DOES TO YOUR BOOK
DEAL, STANDALONE
+$0.0M / YR
IN YOUR PORTFOLIO
+$0.0M / YR
Chartering.
04 / 04
You commit tonnage for months on a market that moves in hours.
The broker offers a 174k for Q1. Hull C sits idle for 18 days in March. Next gas year needs a fleet decision. Every option valued inside your whole book, not against a market average.
— Charter-in decisions valued against the whole book, with every knock-on effect
— Idle windows priced three ways: sub-let, spot cargo, or keep as buffer
— Fleet scoping for the next gas year: how many ships, which mix
— TC-out limits respected in every re-plan
— Take the charter: covers the March gap and frees Hull C for the spot cargo
— Stay spot: cheaper on paper, but costs two diversions of flexibility
174,000 CBM · ME-GI 2-STROKE · BOR 0.085%/DAY · 19.5 KN · DEL. JAN, GATE
TAKE THE CHARTER
+$0.0M
value in the book, Q1
Covers the March gap, frees Hull C for the spot cargo.
STAY SPOT
+$0.0M
value in the book, Q1
Cheaper on paper. Costs two diversions of flexibility.
From first call to a live desk in six weeks.
SECTION 05
No year-long implementation. A recent engagement with a European gas and power desk, week by week.
WEEK 0
Your world goes in
Fleet, contracts, terminals, curves. Via Excel, API or your ETRM. No IT project.
WEEK 2
The book is modelled
The desk sees its own portfolio in the engine and challenges every assumption.
WEEK 4
Plans, side by side
Optimised schedules against the desk’s own plan. The differences are discussed, in dollars.
WEEK 6
Live, daily
The desk runs on it every morning. Our quants stay on the account.
“The first tech company that understands and speaks our language as LNG operators. Great work, great product, great team. Crucial for our daily scheduling and optimisation.”
LNG SHIPPING MANAGER · EUROPEAN ENERGY MAJOR
Who runs on it.
SECTION 06
Majors, producers, utilities, trading houses and funds run their books on the engine.
ENERGY MAJORS & UTILITIES
Shipping and trading desks run the whole book on it: scheduling, diversions, tender floors.
Integrated with their ETRM, live from the morning meeting on.
LNG PRODUCERS
Fleets from 2 to over 20 vessels, from ADP season to daily operations.
Every feasible delivery programme ranked before each negotiation round.
TRADING HOUSES & FUNDS
Physical and financial desks, and quants who plug the engine into their own strategies.
Netbacks and scenarios as a data feed, via API.
CLIENTS ON FOUR CONTINENTS
What our models find, published.
SECTION 07
Open, searchable, no gate. Written for the desk.
See what the engine finds in a portfolio like yours.
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