Verticals
The canonical view of each domain in the energy world.
The structure
Five canonical Verticals. One connected Nexus beneath them.
The five
The five Verticals.
The Petrochemicals Vertical is the first one constructed and current. The other four are in curation by their domain experts.
- 01
LNG
Liquefaction trains, regasification terminals, cargo flows, long-term contracts, spot trades, the operators and offtakers behind each. The Nexus connects upstream gas to downstream power and chemistries.
- 02
Petrochemicals
Crackers, derivatives, feedstock economics, the long arc from naphtha and ethane to the polymers and intermediates the world’s manufacturers depend on.
- 03
Power markets
Generation by fuel, transmission, capacity, the dispatch logic of each market we cover, and the regulatory shape that constrains it.
- 04
Refining
Refinery configurations, crude slates, utilization, product yields, and the trade flows that connect refiners to the markets they serve.
- 05
Critical minerals
Lithium, cobalt, nickel, copper, rare earths — the mines, the processors, the offtake agreements, and the geopolitics that move through them.
Extending
The firm extends a Vertical the way an architect extends a building.
A firm works with the Verticals as it finds them, or it extends them — adds its own private structure, its own data, its own questions — and the firm’s work compounds on top of the foundation rather than alongside it.
Who else benefits
The structure travels.
The Verticals are built for the firms shaping the next decade of global energy. The structure is useful elsewhere too.
- Utility analyst
- Power-market structure connected to fuel and policy.
- Energy trader
- Cross-Vertical second-order effects, current to the close.
- Project developer
- The connected view of feedstock, offtake, and policy a project rides on.
- Regulator
- Domain-level structure independent of any single firm’s position.