LNG Intelligence Engine
An analytical operating system for LNG market intelligence. "The Engine" is a structured analytical framework built specifically for LNG. The Engine processes daily market signals through a rigorous methodology. It tracks many signal types across supply, demand, pricing, contracts, policy, and shipping. It applies behavioral thresholds that reflect how real markets actually work.
It doesn't summarize news. It synthesizes intelligence. Cross-referencing signals across articles, resolving conflicting signals with explicit logic, quantifying every claim with volumes, prices, and percentages, and connecting today's headline to your portfolio position.
How It Works
Every input passes through the same structured process:
Signal Classification
Each development is categorized by type — supply, demand, policy, pricing, contracts, or geopolitics — and evaluated for strategic relevance.
Materiality Testing
Events are tested against explicit thresholds that determine whether they can alter incentives, constraints, or decision-making across the LNG market.
Conflict Recognition
When signals point in different directions, the Engine does not smooth them into vague conclusions. It identifies the tension and explains what would resolve it.
Market State Integration
All analysis is anchored to current market conditions — prices, storage, supply status, and active structural themes — to prevent narrative drift.
Conclusion Discipline
Analysis is produced only when a development clears a strategic bar. Silence is intentional when nothing material has changed.
This process is applied consistently, regardless of topic, region, or market participant.
What This Produces
Because the methodology is fixed, the same Engine supports multiple forms of output without analytical drift:
- Decision-grade market analysis
- Role-specific perspectives for buyers and sellers
- Market state assessments and structural theme tracking
Every output reflects the same underlying logic and standards.