Research & Advisory
Economic and market analysis for companies, investors, and institutions.
We do the analysis before we advise. Every engagement starts with the work, not the recommendation.
What we do
Market and price analysis — how something is priced, by whom, and what moves it. Valuation — assets, projects and portfolios. Diligence — on assets, counterparties and agreements. Strategy — market entry, positioning, and where demand is heading.
Where we work
Energy — oil, natural gas and LNG in particular. Carbon markets — voluntary and compliance. Real estate and land. And the places those meet.
Who this is for
Energy companies and utilities. Banks and financial institutions. Professional services and advisory firms. Corporate credit buyers. Project developers.
Engagements range from a single diligence review to ongoing retained advisory.
Background
Twenty years of market analysis across real estate, energy and carbon, including more than a hundred advisory engagements at S&P Global for oil majors, utilities, global banks, private equity and sovereign wealth funds. The full background is on the About page.
Insights
Priced In — one chart and a short piece, most weeks, on what things are worth and what changes the answer.