As gas and LNG markets become increasingly differentiated, the industry's key challenge is no longer whether markets are in growth or decline, but the growing disconnect between supply, infrastructure, commercial arrangements and organisational structures.

Low-cost domestic gas has helped countries build low-cost downstream industries. Abundant low-cost domestic gas has also turned producers into exporters. However, as governments now address depleting gas supply, they face a very different competitive environment as they look to attract upstream investment and sustain industrial capacity. We worked with the energy ministry of this Caribbean nation as it recognised the impact of profound changes in the markets and reimagined its approach to attracting and sustaining the investment vital to the future of its economy.

As economies with depleting energy reserves look to imports to bolster their energy security, they enter unfamiliar territory. For New Zealand, this has meant building the technical and commercial understanding of LNG imports and international LNG markets to navigate their options as they chart a course to that energy security.

An uncomfortable question for an independent LNG consultancy in an increasingly crowded consensus.

By providing a robust economic assessment and clear view of market requirements, we supported our client to make informed investment decisions and avoid committing to capital when the commercial fundamentals didn’t stack up.

Challenging commercial performance against a backdrop of owner requirements for dividend delivery, we shifted the organisation from a production lead model into to a value-driven business focused on maximising overall commercial performance and long term growth.

Engaged as LNG independent experts in the ensuing arbitration, where our evidence was instrumental in reinforcing the client’s position that pricing should be grounded in a transparent and economically coherent interpretation of the contractual mechanism.

Enabling the client to challenge the sellers’ position which was not consistent with a genuine intent to deliver.

Strengthening resolution to present a coherent and compelling case in clarifying the interaction between contractual Force Majeure provisions and real-world trading behaviour.

Industry uncertainty is testing projects’ credibility for lenders

Delivering a transformational growth strategy for a major gas distribution business to double EBITDA and maximise its enterprise value

Challenging commercial performance against a backdrop of owner requirements for dividend delivery, we shifted the organisation from a production lead model into to a value-driven business focused on maximising overall commercial performance and long term growth.