Viewpoint

Viewpoint. So you want to be a portfolio player?

You own the assets, so why let someone else capture the value? Billions of dollars are being left on the table across the LNG value chain. If your organisation is not actively optimising its portfolio, you are either missing that value or allowing others to take it from you.

Sep 2025 Miraan Amin & Adam Bradfield

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Here, we share our experience of what it takes to win in this high stakes.

Reward, but with risk. The journey to becoming an advanced portfolio player is both difficult and risky. Your organisation needs to have the right characteristics and risk profile to make the transition successful.

Mastering volatility. Flexibility is key. Active portfolio management gives you the ability to capture huge value, but your organisation needs the flexibility to manage volatile markets with frequent price fluctuations.

Be prepared to change. Success may require a rethink of your organisational structure. Managing this change is critical to unlocking long-term success.