Delivering the precise information you need to gain a competitive edge Identify trading opportunities fast Innovative technology fusing dual satellite feeds See course changes and predicted paths early Analyse trading patterns instantly Assess risks using analytic tools Monitor competitors activities Access to ICIS commercial intelligence Simple and intuitive online interface enquiry@icis.com
Discover ICIS LNG Edge. LNG Edge is the latest addition to the ICIS product portfolio for LNG. It is a combination of the unrivalled LNG commercial intelligence from ICIS and sophisticated real-time vessel-tracking and prediction technology, which gives you access to: Real-time global LNG fleet view Tracking of LNG spot indicated cargoes Data on charterer / contracting parties Vessel s predicted path and ETA Updates on abrupt course changes Charter availability and rates Port and vessel data Historical trading information Supply risk assessment tool LNG commercial intelligence Trader: Changes in LNG spot vessel destinations can offer me arbitrage opportunities or cost me money if I m not aware of them. However, if I have a reliable source of LNG spot vessel and cargo diversions, I m able to plan and execute a profitable trade or mitigate my risks. With the right tools and information, it s easy to stay ahead. ICIS delivers the precise intelligence you need to gain a competitive edge when trading LNG. The ICIS LNG Edge is an online platform that will equip your trading team to optimise trading returns, identify arbitrage opportunities, monitor competitors activities, future-proof plans and fulfil trades efficiently. This powerful analytical tool gives you real-time access to the information needed to respond immediately to LNG spot market opportunities or devise informed mid-to-long term trading strategies. Vessel s Predicted Path and ETA Abrupt Course Changes LNG Spot Cargoes / Vessels Real-time Fleet View Detailed vessel data, including contracting parties and historical data Potential Cargoes / Vessels in Range Vessels Available for Charter What ICIS can offer: ICIS gives you an accurate view of the LNG movements at sea in real-time, including abrupt changes on trading routes with the vessel s predicted new path and the impact on LNG supply balances. In addition, ICIS provides the tools needed to execute a competitive trade at optimum returns when an opportunity is identified from access to fleet data per port to pricing data. ICIS is your one-stop source of LNG intelligence - making it easier for you to stay competitive Customise Reports Isolate fleets view - competitors, spot LNG Populate list of vessels per port Country and other ad hoc reports Trading Routes / Paths Import/export volumes, trade flows Per port or per country Supply Risk Assessment Create disruption or no supply scenarios and instantly view the impact on the importing countries ICIS LNG Commercial Intelligence Global news on LNG and gas markets Spot price assessments - DES, FOB, indices ICIS LNG Edge delivers a reliable and unique LNG trading analytics capability in the market 2 3
Real-time fleet view Charterer, contracting parties and historical data A flat or 3D map of the world showing the location of all LNG vessels close to real-time. The vessels are represented by colour-coded icons, showing at a glance which of them are spot, contract, laden or ballast. By simply clicking on the vessel icon, you can quickly see important information such as the charterer, cargo destination, estimated arrival time (ETA), and voyage path. Easily piece together LNG trade movements globally Find spot trading opportunities verified via a reliable analytical tool View ETAs and berths of arriving or loading spot LNG vessels Monitor as well as arbitrage opportunities Charterer and contracting parties are reported, wherever possible. This information is derived from the extensive range of sources of the ICIS Editorial team. Current charterer, daily rate as well as charter history for the last decade is also available. This information has never before been available outside ICIS and adds a valuable insight when trading LNG. Instantly view charterer and vessel information Find out who is trading with who Use historical data to verify commercial strategies Final image to be placed 4 5
Vessel s predicted path LNG Edge provides the predicted path and ETA of vessels as they leave port. The predicted path is derived by fusing together AIS data with multiple historical and commercial parameters to provide sensitive and accurate prediction algorithms. Predictions are made early, as soon as vessels set a path and the algorithms are actively managed by a team of expert analysts, working in tandem with highly experienced editorial staff of ICIS. AIS feeds in LNG Edge is supported by two leading constellation satellites - Orbcomm, the first commercial provider of globally collected Potential cargoes and vessels in range AIS data from space; and exactearth, the most advanced location-based information on maritime traffic available today. Both transmitting AIS data through a combination of satellite and ground-based processing. LNG Edge s unique predictive path methodology sets our data apart from the rest and provides superior information to our subscribers. Update forecast models using explicit (ship by ship) and reliable LNG supply/demand volume data Gain visibility on potential buyers or sellers based on the path of a spot vessel Enter a port name and a date and immediately see a list of cargoes and vessels in range, sorted by potential arrival time. Details are provided on whether the cargo is spot LNG, the current charterer, if ship is available for charter, compatibility with the port and other vessel data. S ee potential cargoes to buy and find out who to do business with Q uickly identify the right ship to act immediately on spot opportunities Save time and money by having all the commercial and logistical information at your fingertips Be informed on new trade patterns and opportunities The predicted path will then be generated following this course change. V iew sudden diversions in trade routes early enough to capitalise on new trade opportunities or manage exposure to risks R efresh your supply and demand model with the cargo s new destination or ETA Monitor your vessels and prevent 6 unnecessary increases in shipping costs What ICIS can offer: LNG Edge includes real-time vessel and cargo movements, arrival times, predicted paths and route changes. Everything you need to know to make accurate predictions or re-run forecasts easily. You can also aggregate historical trading data so you can plot trends. Be the first to find out when vessels or cargoes change course abruptly. LNG Edge gives you this list of vessels categorised by the potential reason for the diversion. Analyst: I constantly need to find the most up-to-date trade flow data as soon as it becomes available and use it to update my models efficiently. Sometimes it s difficult to spot trends in time or to view the complete picture for my strategy. Populate in one-click a full list of vessels currently available for charter, including charter rates, specifications and period of availability. In addition, a comprehensive list of vessels scheduled to come off charter in the next 18 months is provided, enabling you to approach owners in advance. Confidently find vessels and negotiate charter rates Efficiently support and fulfil trades for your team at the lowest cost possible Get an early view of length in the shipping market Ship operator: Sometimes I have to find a ship quickly, but when my trader s margin is tight, I also need to negotiate keenly. What ICIS can offer: View a list of potentially available vessels, and those becoming available, along with specifications. You can also see who the current controller is and negotiate a deal directly if required. Abrupt course changes Vessels available for charter 7
Supply risk assessment Trading routes / paths LNG Edge gives you the ability to set scenarios such as supply disruption at individual plants or regions and instantly view the volume impact on importing countries. Identify the potential impact of an outage on the global supply balance Have a basis for future modelling and reliable assumptions in response to an outage Find arbitrage opportunities from an unexpected supply shortage View all the past trading routes to and from specific ports in a single click. You can then open up another window to show the current and historical trading partners of that port. In addition, country-specific reports show the trading patterns and supply-demand dynamics of the particular market you are interested in. Understand LNG supply and demand volumes per port or per country Identify potential new trading partners and evaluate feasibility of trades Analyse a country s trading performance and trends Analyst: There s an unexpected supply outage and I m not sure where the biggest trading opportunities will be or how badly our trading position will be affected. I cannot quickly and reliably model what is the impact of the outage in supply is, or might be, in order to inform our response. What ICIS can offer: ICIS LNG Edge gives you the capability to instantly create supply disruption scenarios in order to understand the impact of an outage on the global import markets. You can quickly assess arbitrage opportunities by seeing which markets are the most likely to be affected based on actual historical trading volumes. The data can be downloaded and used to support forwards modelling of the impact. Customise reports Create various customised reports based on your specific priorities and day-to-day activities. All data are refreshed in realtime giving you an accurate view of the market whenever you need it. LNG commercial intelligence Isolate spot LNG cargoes and/or competitor vessels to closely monitor trade flows Group your fleets together and have a constant view of their voyage Create country and port reports to run regular or ad-hoc reports 8 Have the option to access ICIS market intelligence on global LNG, including the widest range of price assessments for the LNG spot market, comprehensive list of trade activities, expert analysis and latest news influencing prices. All of this will help you to optimise trading returns as well as inform strategies and market exposure. 22 spot DES prices covering the all key cargo destinations 9 spot FOB prices: 8 key-producing regions + Spain reload number 5 regional indices: East Asia, South America, NW Europe, Iberia, Mediterranean Receive breaking news and market alerts Read stories on the latest trades, bids and deals Industry focus stories and updates on production or shutdowns 9
What can LNG Edge do for you? Why choose ICIS LNG Edge? Head of Trading Team Optimise trading commercial returns and stay ahead of the by equipping your team with this highprecision trading analytics tool. It enables them to identify opportunities, monitor competitors activities and efficiently fulfil trades. LNG Trader Receive the earliest possible actual data on spot LNG cargo/ vessel movements, diversions, destinations and supply/ demand balance. This enables you to identify trading/ arbitrage opportunities as well as monitor competitive activities - ensuring you are ahead of the game. In addition, the platform also gives you tools needed to execute trades at the optimum profit level. LNG Analyst The data quality, functionality and speed of the system will give you the edge in your ability to understand and model this rapidly changing market instantly. It gives you access to real-time vessel movements and predictions, including scenario-setting on supply outages, for your analytics modelling and forecasting. Create custom reports and extract data for your own reports. Shipping Manager Add maximum value by finding the right ships at the best prices. Be the best at identifying problem ports and problem vessels which may cost your trading team wasted time and money. In addition, you are also able to monitor the performance of your ships and your competitors ships in real time. ICIS delivers the precise intelligence you need to gain a competitive edge in trading LNG. The newest addition to our product portfolio LNG Edge is a combination of our long-standing expertise in LNG commercial information and sophisticated technology on real-time vessel-tracking and prediction. ICIS market intelligence on global LNG markets is already highly-regarded and trusted by key industry participants. Our published pricing data is guided by strict editorial standards and methodology that is compliant with the regulatory body, IOSCO. We apply a unique vessel-tracking and predictive analysis methodology in LNG Edge, with AIS feeds supported by two leading constellation satellites - Orbcomm and exactearth. AIS data is fused together with multiple historical and commercial parameters, including ICIS market data. Predictions are made using algorithms managed by a group of expert analysts working in tandem with the ICIS editorial team. In addition, LNG Edge is more than a tracking device. The analytics functionality, wealth of database and speed of the system will give you the competitive edge in performing your day-to-day trading functions. Trader: I can access lots of bits of information but what I really need is a complete picture so I can make sure I m not missing opportunities to buy or sell. I also need to see what activity is spot, or if there are sudden diversions in trade routes. It s all about getting the full picture fast. What ICIS can offer: See who is trading with whom, the predicted path to port with arrivals timetable, current spot trades, diversions and overall trade patterns. Use the 3D or flat world map to see the realtime position at a glance. Know exactly what cargoes are arriving where and when. 10 11
Gain access to ICIS LNG Edge. Gain a competitive edge. Book a demo now with our Sales team enquiry@icis.com ICIS Regional Contact Centres: Asia & Middle East +65 6588 3955 Europe & Africa +44 20 8652 3335 The Americas +1 713 525 2613 Toll free +1 888 525 3255 (US and Canada only)