Karandikars & Associates

LNG

The global LNG market has evolved into a highly interconnected and increasingly flexible system, particularly with the growth of destination-flexible supply. Optimisation decisions now span multiple geographies, contracts, routes, and seasonal demand patterns, requiring structured and consistent analytical treatment.

The analytical capability demonstrated here focuses on systematic assessment of LNG placement and flow optimisation over a defined 12-month horizon for any selected year, allowing month-wise evaluation of supply, demand, and logistics interactions

The framework incorporates:

Liquefaction plants and contract structures

Import terminals and regional demand patterns

Seasonal demand variations within the year

Shipping routes and logistics constraints

Forward demand trajectories and upcoming capacity additions

By retaining a consistent monthly structure, the same framework can be extended across multiple years through successive scenario evaluations, enabling comparison of alternative strategies over longer horizons without altering the underlying model logic.

Publicly available data is used for illustration, with the emphasis on demonstrating how complex LNG systems can be organised into a coherent and extensible analytical framework.

Illustrative explorations

LNG contracts form the foundation of any LNG placement and optimisation exercise. While publicly available data is widely accessible, making such data analytically usable — and suitable for optimisation models — requires significant structuring, reconciliation, and careful modification, while preserving the economic and contractual essence of the original information

At Karandikars & Associates, we continuously undertake this data preparation and validation process as a prerequisite to analytical and optimisation work

Presented below are three limited, illustrative demo options designed to help users explore LNG contract profiles from different perspectives:

Importing country–level LNG contract profiles

Individual buyer–level LNG contract profiles

Portfolio player contract profiles

The portfolio player view reflects publicly reported long-term contracts in which the selected entity appears explicitly as buyer or seller. Equity participation in liquefaction projects, uncontracted equity volumes, spot and short-term trading activity, destination flexibility utilisation, and confidential commercial arrangements are not captured in this illustrative view

While every effort has been made to ensure internal consistency, given the intrinsic complexity involved in structuring contract data for analytical use, some inaccuracies may inevitably remain. These demos should therefore be viewed as indicative analytical explorations intended to illustrate methodology and analytical structure rather than definitive market representations.

The underlying analytical framework, however, is designed to support systematic evaluation of LNG placement strategies, enabling consistent comparison of portfolio options across contracts, geographies, and time horizons within a unified optimisation structure.