Industry and Company Research

Our team members have been undertaking leading energy and resource research and analysis at industry, sector, asset and company levels for over three decades, combining bottom-up and top-down analysis.

We proudly demonstrate a track record of accuracy and success, levraging a distinctive distinctive approach, which integrates:

Evidence: we do not speculate. We seek adequate evidence to inform views of the future, based on a balanced consideration of a range of feasible scenarios

Global perspective: we continually analyse global market dynamics and consequences for Australia within the Asian region

Market-based, value@risk focus: we focus on material drivers of value, risk and uncertainty, at a sufficiently granular level

Systematic, value chain thinking: we maintain a practical view of the complete energy value chain and changing dynamics along the chain overtime

Multidisciplinary teamwork: we engage specialists who understand the multidisciplinary insights required to inform quality decisions

Portfolio analysis: we view companies as portfolio owners and consider value@risk in a portfolio context

Systems: Our Energyview system enables all that we do – data, information, analysis, insights and communication.

 

Specific areas of experience within Australia include:

Market mechanisms, structuresContract, spot. Capacity and carriage
ASX Company researchAGL, APA, Beach, BHP, Oil Search, Origin, Santos, Woodside
Electricity generationCoal, gas, hydro, wind, solar, diesel
Energy retailing networksElectricity, gas, LPG
Gas transmissionEGP, MAP, MSP, RBP, SEA Gas, SWQP, VTS
Gas distributionSA (AGN), Qld (AGN), WA (ATCO), Vic (Multinet and AGN), NSW (JGN), Tas (Tasgas)
LNGAPLNG, DLNG, Ichthys, GLNG, Gorgon, Pluto, QCLNG, Wheatstone
Oil & gas processingMoomba, Longford, Otway, Iona, Port Bonython, Lang Lang, Varanus Island, upstream – GLNG, APLNG, QCLNG
Petroleum basinsBass, Bonaparte, Bowen-Surat, Browse, Carnarvon, Cooper-Eromanga, Gippsland, Gunnedah, McArthur-Beetaloo, Otway, Perth, Sydney
Resource extraction, utilisationOil, gas, hydro, coal, uranium, bio, wind, solar
StorageUnderground gas, battery