Insight Categories

ENERGY TRANSITION
Innovations to advance lower-carbon energy alternatives

  • Lower-carbon energy: RSG, RNG, LNG, H2, ammonia, renewables, nuclear, etc.
  • 3rd party certification of carbon footprint; greenwashing.
  • Carbon capture & sequestration (CC&S).
  • Environmental, social & corporate governance (ESG).
  • Linkage to infrastructure.
  • Practical responses to policy initiatives.
  • Economic considerations.
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MARKET FUNDAMENTALS

  • Demand forecast – by segment/region.
  • Supply capability – by production source/region.
  • Influences affecting supply/demand.
  • Price forecasts; forward curves.
  • Regional market distinctions, locational & basis disconnects.

PRODUCER/MARKETER PERSPECTIVES

  • Production capability, constraints, opportunities.
  • Natural gas product differentiation (RSG, RNG, etc.); certification.
  • Distinctions: majors vs. independents.
  • Capital market implications.
  • Significance of exports to supply capability, supplying LNG feedgas requirements.
  • Source of supply (dry, associated, shale, offshore, etc.).
  • Production efficiency initiatives, technology advances.
  • Access to infrastructure.
  • Evolving commercial transaction structures.

GAS BUYER PERSPECTIVES

  • Demand projections.
  • Implications of low-carbon policies.
  • Interest in new product distinctions (RSG, RNG, etc.); certification.
  • Gas/LNG export concerns.
  • Infrastructure access concerns & implications.
  • Evolving commercial transaction structures.
  • Electric grid integrity implications.

TRANSPORTATION/INFRASTRUCTURE PERSPECTIVES

  • Project updates.
  • Meeting LNG feedstock requirements.
  • Linkage between infrastructure and delivery of new low-carbon energy sources.
  • New project planning – overcoming resistance, innovative approaches.
  • Constraints; de-bottlenecking; re-plumbing.
  • Virtual pipeline initiatives; small-scale LNG; CNG.

OTHER INSIGHTS

  • Gas/electric coordination; support for renewables; grid integrity.
  • Globalization of nat gas markets.
  • Geopolitics of energy.
  • New technologies innovations benefiting the natural gas value chain.
  • Innovations in advisory services; financial services.