Global Energy Arbitrage & Geopolitical Decision Intelligence Platform

v2 · Arbitrage analytics with geopolitical & chokepoint intelligence

Multi-Product CompareSign in

Live model

Data providers

5/7 activeSaved —

Product

LNG

JKM / TTF

Best Market

Asia (JKM)

Netback 10.80 $/MMBtu

Routing Upside

+1.10

$/MMBtu vs 2nd best

Spread

1.70

$/MMBtu best vs worst

Risk Level

Low

Proceed

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Live signals: loadingFreight: neutralGeo alerts (high): 0

Recommendation

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Recommendation · Low

Send cargo to Asia (JKM)

Highest netback at current prices, freight and time cost. Proceed normally.

Netback: 10.80 $/MMBtu

Sales: 13.50

Total cost: 2.70

Routing Upside: +1.10 $/MMBtu

Higher netback

Strategic Compass

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Strategic Compass

Three-pillar trade decision framework

Optimal

Energy Security

100/100

Geopolitical resilience, chokepoint exposure, market diversification.

Logistic Efficiency

20/100

Freight, time and op cost burden vs. cargo sales value.

Financial Profitability

100/100

Netback margin as a percentage of sales price for the best market.

Insight: Logistic Efficiency is the bottleneck (20/100). Strongest pillar: Financial Profitability.

Per-market scoring

Click column headers to sort · 3 markets

Africa

Rank #3

Optimal

Security: 100
Logistics: 50
Profit: 100
Overall: 88

Europe (TTF)

Rank #2

Optimal

Security: 100
Logistics: 46
Profit: 100
Overall: 87

Asia (JKM)

Rank #1

Optimal

Security: 100
Logistics: 20
Profit: 100
Overall: 80


3	Africa	100	50	100	88	Optimal
2	Europe (TTF)	100	46	100	87	Optimal
1	Asia (JKM)	100	20	100	80	Optimal

Sensitivity check

Verdict stable

Tests small bumps to risk tier (+1) and freight / time cost (+10%, +25%). A flip means the verdict would change under that perturbation.

All perturbations leave the score within ±5 points and the verdict unchanged. Decision is robust.

Energy Flow Intelligence

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Energy Flow Intelligence

7-module institutional monitor · physical, financial & geopolitical signals

System pulse

50 / 100

balanced

Balanced flow regime

View:

Physical Tightness

Prompt structure & sour/sweet differentials

score

Loose / contango riskloose

Read:Curve flattening; favour term placement over prompt speculation.

Arbitrage Engine

Cross-basin economics & netback spreads

score

Arbs marginalloose

Read:Spreads compressed; defer discretionary cargoes.

Freight & Routing

Tanker rates, congestion, war premia

score

Lanes operating normallyok

Read:Lanes clean; opportunistic tonnage strategy viable.

Geopolitical Risk

Chokepoint stability & sanctions exposure

score

Stable backdropok

Read:Risk backdrop benign; standard hedging adequate.

Refinery Economics

Crack spreads, margins & utilisation

score

Margins highly supportivetight

Read:Refiners incentivised to maximise runs — distillate-rich slates favoured.

Supply Reallocation

Flow rebalancing & tender activity

score

Active reallocationbalanced

Read:Flows adjusting at the margin; opportunistic placement window open.

Macro Balance Monitor

EIA stocks · OECD inventories · STEO outlook

score

Tighter than seasonalbalanced

Read:Tighter than seasonal — distillate exposure warrants attention.

Alert Center

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Alert Center

2 active alerts · linked to top-ranked market

alertMacro Balance Monitorscore 64 ≥ 60
Tighter than seasonal. Most profitable market remains Asia (JKM) at netback 10.80 $/MMBtu.
Asia (JKM)
tightRefinery Economicsscore 94 ≥ 65
Margins highly supportive. Most profitable market remains Asia (JKM) at netback 10.80 $/MMBtu.
Asia (JKM)

Live Intelligence Alerts

Polling providers…

Critical0Warning0Watch0

Awaiting first datapoints from data layer…

P&L

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PnL Simulation

Total profit = Netback × Volume. Std cargo ≈ 3.5M MMBtu.

Cargo volume (MMBtu)

Best market profit

$37.80M

Asia (JKM)

Worst enabled market

$31.85M

Africa

Routing upside

$5.95M

Best vs worst

Profit by market (USD)

Asia (JKM)

$37.80M

10.80 $/MMBtu

Europe (TTF)

$33.95M

9.70 $/MMBtu

Africa

$31.85M

9.10 $/MMBtu

AI Rationale

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AI Trading Rationale

Generated 2-3 sentence narrative referencing PnL upside and risk.

Click "Generate rationale" to get an AI-written summary of the current trade setup.

Market Comparison

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Netback = Sales − (Freight + Op + Time + Risk Prem.)

Asia (JKM)Best

Low

Netback ($/MMBtu)10.80

Sales: 13.50
Freight: 1.80
Op: 0.50
Time: 0.40
Risk Prem.: 0.00

Europe (TTF)

Low

Netback ($/MMBtu)9.70

Sales: 11.20
Freight: 0.90
Op: 0.40
Time: 0.20
Risk Prem.: 0.00

Africa

Low

Netback ($/MMBtu)9.10

Sales: 10.40
Freight: 0.70
Op: 0.40
Time: 0.20
Risk Prem.: 0.00

Market	Sales	Freight	Op	Time	Risk	Netback ($/MMBtu)
Asia (JKM)Best	13.50	1.80	0.50	0.40	Low	10.80
Europe (TTF)	11.20	0.90	0.40	0.20	Low	9.70
Africa	10.40	0.70	0.40	0.20	Low	9.10

Market Inputs

Europe (TTF)

Europe

Benchmark

Sales ($/MMBtu)FreightOp CostTimeRisk Prem.

Asia (JKM)

Asia

Benchmark

Sales ($/MMBtu)FreightOp CostTimeRisk Prem.

Africa

Benchmark

Sales ($/MMBtu)FreightOp CostTimeRisk Prem.

Latin America

LatAm · excluded

Benchmark

Sales ($/MMBtu)FreightOp CostTimeRisk Prem.