Valuation and forecasting, not opinion.
Institutional models for upstream, refining, gas, hydrogen, and ferrous markets. Each model is driven by explicit inputs so assumptions can be tested and audited.
Oil Price Forecast
Scenario-based Brent and WTI path modelling with balance inputs.
Refinery Model
Crude selection, yields, and margin economics by configuration.
Coking & Yield
Delayed coker yields, coke quality, and upgrade economics.
Steam Cracker
Feedstock economics and product slate for ethylene crackers.
LNG / LPG Netback
Netbacks across export, freight, and destination markets.
Hydrogen LCOH
Levelised cost of hydrogen by technology and power price.
Hydrogen Demand
Demand build-out by sector, region, and policy case.
Upstream Asset
Field-level production, cost, and cash-flow modelling.
Upstream NPV
Asset valuation with fiscal terms and discount scenarios.
Fiscal Model
Government take, PSC/PSC variants, and contractor cash flow.
Iron Ore Model
Supply, demand, and price scenarios for seaborne iron ore.