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, structures | Contract, spot. Capacity and carriage |
ASX Company research | AGL, APA, Beach, BHP, Oil Search, Origin, Santos, Woodside |
Electricity generation | Coal, gas, hydro, wind, solar, diesel |
Energy retailing networks | Electricity, gas, LPG |
Gas transmission | EGP, MAP, MSP, RBP, SEA Gas, SWQP, VTS |
Gas distribution | SA (AGN), Qld (AGN), WA (ATCO), Vic (Multinet and AGN), NSW (JGN), Tas (Tasgas) |
LNG | APLNG, DLNG, Ichthys, GLNG, Gorgon, Pluto, QCLNG, Wheatstone |
Oil & gas processing | Moomba, Longford, Otway, Iona, Port Bonython, Lang Lang, Varanus Island, upstream – GLNG, APLNG, QCLNG |
Petroleum basins | Bass, Bonaparte, Bowen-Surat, Browse, Carnarvon, Cooper-Eromanga, Gippsland, Gunnedah, McArthur-Beetaloo, Otway, Perth, Sydney |
Resource extraction, utilisation | Oil, gas, hydro, coal, uranium, bio, wind, solar |
Storage | Underground gas, battery |