Annual LNG Profit
$344M
Net of overhead · decision economics
LNG Economics Decision Studio
Monitor · Simulate · Decide · Execute
LNG Economics Studio
Decision Intelligence Workspace for LNG commercial, trading, supply, and finance teams. Simulate portfolio economics, prove formula lineage, evaluate policies, trigger governed action, learn from outcomes, and replay historical decisions.
Scenario Inputs
TTF Price
Henry Hub
Liquefaction
Shipping
Cargoes / Year
Overhead
Scenario Impact
Annual LNG Profit
$344M
Gross Spread
$7.50/MMBtu
Net Margin
$4.00/MMBtu
Margin / Cargo
$13.6M
Portfolio Status
Healthy
Annual Profit vs TTF
Break-even TTF: ~$7.47/MMBtu to cover toll, shipping, overhead, and cargo economics at current inputs.
Gross Spread
$7.50
TTF minus Henry Hub
Net Margin
$4.00
Spread less toll and shipping
Margin / Cargo
$13.6M
Net margin x 3.4M MMBtu
Cargoes / Year
40
Portfolio program under simulation
Portfolio Status
Healthy
Margin and investment policy posture
Action Value
+$77M
Diversion, renegotiation, freight, hedge
Agents Participating
6
Signal, economics, policy, action, replay
Real-Time Market Context
TTF$10/MMBtu+3%
Henry Hub$2.5/MMBtu+1%
JKM$11/MMBtu+2%
Carbon$85/Tonnepolicy cost
Freight Index+7%vessel pressure
Policy Impact Workspace
| Policy | Current | Status |
|---|---|---|
| LNG Margin Policy | $4.00/MMBtu vs $2 min | Pass |
| LNG Investment Policy | $344M vs $250M min | Pass |
| Exposure Policy | 38% vs 40% max | Pass |
| Diversion Authority | +$12M action | Approval |
Profit Waterfall
TTF / Henry Hub Sensitivity Heat Map
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