UC-230
LNG Netback & Cargo Portfolio Optimiser
Maximises captured netback across feedgas cost, SPAs, uncommitted volume, cargo slots and shipping - with each trade explained.
TBDBuild Duration
TBDIndicative ROI
The Challenge
Capturing wellhead-to-water netback requires joint upstream and LNG optimisation, and cargo scheduling across ~8 of 9.5 Mtpa of SPAs is combinatorially hard. Unquantified hedging leaves margin behind.
How It Works
- Ingests SPA terms, index curves, cargo slots, vessel positions and feedgas costs.
- DL/ML price models feed MILP/VRP cargo and vessel scheduling and hedge sizing.
- Returns a netback-maximising dispatch plan with a GenAI explanation per trade.
What It Removes
- Siloed upstream vs LNG decisions
- Manual cargo and vessel scheduling
- Unquantified hedging
Input Data RequirementsOfftake SPA terms and uncommitted volume, Henry Hub/basis and destination index curves, cargo slots and vessel positions, feedgas cost
Output FormatNetback-maximising dispatch plan, cargo and vessel schedule, hedge recommendations with explanations
“It works out the most profitable way to turn our gas into delivered LNG cargoes - which molecules go where, when, at what hedge.”
