GAS & LNG ADVISORY

Asset & Portfolio Valuation

Valuation Credentials Brochure

Independent valuation of LNG & gas assets, contracts and portfolios. Our stochastic models and commercial expertise capture flexibility, optionality and portfolio interactions – giving portfolio players, asset owners and investors a rigorous view of value, upside and downside risk.

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Capturing the full value of flexibility and optionality

LNG portfolios • Liquefaction & regas • Gas storage • Pipelines • Shipping

 

Valuing LNG and gas assets requires more than a forward curve. It means capturing flexibility, optionality and portfolio interactions under a wide range of market outcomes.

Timera helps owners, developers, producers and portfolio players quantify this value using deep market expertise, proprietary stochastic modelling and LNG Bridge. From single assets and contracts to integrated portfolios, we quantify value distributions and downside to support deal valuation, investment, monetisation, hedging and financing decisions.

 

How we value LNG & gas assets and contracts

We combine stochastic market modelling with asset, contract and portfolio optimisation to quantify value, risk and the flexibility that drives them.

Asset & contract valuation

›Single-asset and contract valuation (regas, storage, SPAs, regas, shipping)

›Held and sold flexibility & optionality valuation

›Intrinsic & extrinsic value decomposition

›Stochastic price, spread, and volatility modelling

›P10/P50/P90 value and margin distributions

Portfolio analysis & risk

›Interdependent asset & portfolio valuation

›Pipeline, storage & cargo flow dynamics

›Earnings-at-Risk and downside metrics

›Scenario impacts across capacity, SPA terms & hedging

›Mark-to-market and ongoing value tracking

Credentials

PRODUCER

LNG supply contract valuation

Valuation of Atlantic LNG supply contracts across pricing and flexibility structures, on a standalone and portfolio basis. Timera used LNG Bridge to backtest historic margin, project forward value and deconstruct flexibility - informing investment, pricing and negotiation decisions.

Infrastructure Fund

European gas pipeline valuation

Ongoing analysis of European gas market evolution and its impact on a key cross-border pipeline system. Timera uses global and EU gas market modelling to assess decarbonisation scenarios, gas flows and pipeline margins, supporting annual IC valuation and strategic decisions.

Infrastructure Fund

Gas storage valuation

Stochastic valuation of a large European gas storage asset, analysing storage price-signal evolution and projecting margin distributions across scenarios. Timera delivered a clear, probabilistic view of value, upside and downside risk to support the client's decision.

Download our Gas & LNG transaction credentials

Full details of Timera’s gas and LNG transaction capabilities, team credentials and case study summaries, in one document for sharing with your team or Investment Committee.

Brochure

Gas & LNG Credentials

Talk to our valuation team

Whether you need a one-off valuation, an independent second opinion or ongoing portfolio analysis, we would be glad to discuss how Timera can help you understand and monetise asset value.

OS

Olly Spinks

Managing Director

DS

David Stokes

Managing Director

DD

David Duncan

Director, Gas & LNG

LC

Luke Cottell

Associate Director