Strategy and Market Assessment Experience
Global power and gas investment strategy: El Paso Corp. Developed a global investment strategy by conducting detailed supply-demand assessments, competitor analyses and price forecasts in over 20 national markets. Provided strategic recommendations for potential regional and country-specific plays from gas exploration through to electricity consumers in Asia, Latin America and the Middle East. Examined synergies with existing El Paso assets, latent or inherent portfolio optionality, and identified of suitable acquisition candidates.
LNG to Power investments: Chevron Global Power Generation Group. Targeting Korea and China, conducted a comprehensive long-term assessment of natural gas-electric value chain investment potential and gas marketing opportunities. Identified key risk factors and mitigants through in-country reconnaissance. Created fundamental market demand and supply model for the at-the-time nascent Chinese gas market. Developed a custom economic and financing model that adjusted capital structure to match market conditions in each target country.
With the ADB, undertook a pan-Asian market assessment of the potential for employing float storage and regassification units, or FSRUs, to import LNG to energy supply-challenged markets. Examined investment, construction, and operation cost dynamics in light of a rapidly evolving and commoditizing LNG market. Created benchmarks to conventional energy solutions and convention land-based LNG receiving terminals to assess cost-benefit and risk. For specific countries, looked into contracting and financing structures – including ship-financing – needed to secure investment in the FSRUs. Looked at government’s ability to secure appropriate long-term and short-term LNG commodity purchase agreements from various regional suppliers.
For Atomic Energy Canada Limited, led analytical effort to assess the global market for next-generation CANDU nuclear reactors. Analyzed potential of 15 energy markets in 8 countries, looking at total demand for power, long-run marginal costs of competing technologies, potential financing structures, and likely political impediments. Determined competitive pricing points and implementation timing requirements to achieve an advantageous position in each market. Devised marketing strategy and market prioritization.
For a confidential Asian client, conducted comprehensive market assessments of the US and China water and wastewater treatment markets for MF/UF/NF/RO technologies. Assessed adoption drivers, technology applications, cost trends, regulatory hurdles, financing requirements, and contracting vehicles. Developed a market entry strategy and appropriate business models for each market, identifying strategic partners or acquisition targets.
For one of the Middle East’s largest companies in distributed generation and temporary power solutions employing reciprocating engine solutions, developed a strategic plan for expanding service offerings and the geographic scope of their business throughout Gulf Cooperation Council states. Conducted a worldwide search for like-minded and complementary business partners. Guided the client in its approach to target companies and structured proposals for joint ventures and/or acquisitions. Created prospectus and initial contractual materials defining the partnerships.