Project Advisory

Energy Infrastructure Project Evaluation & Advisory

From greenfield proposals to expansion decisions, we provide independent, data-driven evaluation of energy infrastructure projects. Our analytics quantify what others estimate — so you can commit capital with confidence.

Full Project Lifecycle Support

We support energy infrastructure decisions from concept through operations — with data at every stage.

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PHASE 01

Feasibility & Concept Screening

Is the project worth pursuing? We evaluate market fundamentals — supply/demand forecasts, egress capacity gaps, and competitive dynamics — to determine whether a project has commercial merit before engineering dollars are spent.

  • Supply/demand gap analysis
  • Egress capacity forecasting
  • Preliminary market sizing
  • Competitive landscape assessment
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PHASE 02

Economic Analysis & Modeling

Rigorous project economics powered by our proprietary data. We model netback sensitivity across WCS differential scenarios, pipeline utilization ranges, carbon cost trajectories, and exchange rate movements.

  • Netback sensitivity modeling
  • Break-even analysis across price scenarios
  • Carbon cost & regulatory impact quantification
  • Capital efficiency benchmarking vs. peers
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PHASE 03

Market Access & Egress Strategy

Pipeline capacity is the lifeblood of Canadian energy projects. We analyze current and future egress options — pipeline commitments, rail alternatives, tidewater access via TMX — and quantify the impact on realized pricing.

  • Pipeline nomination & apportionment analysis
  • TMX tidewater vs. landlocked pricing delta
  • Rail economics and optionality valuation
  • Diluent supply chain assessment
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PHASE 04

Regulatory & Policy Navigation

Canada's regulatory landscape is complex and evolving. We track CER proceedings, provincial policy shifts, emissions frameworks, and Indigenous consultation requirements to help you navigate the approval pathway.

  • CER regulatory timeline forecasting
  • TIER & federal carbon compliance modeling
  • Emissions cap impact assessment
  • Policy scenario analysis
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PHASE 05

Ongoing Monitoring & Optimization

Projects don't stop at FID. We provide continuous monitoring through our analytics platform — tracking market conditions, pipeline utilization, and pricing dynamics that affect project returns in real time.

  • Real-time market dashboard access
  • Quarterly project economics refresh
  • Pipeline capacity utilization alerts
  • Differential and pricing trend analysis

Infrastructure We Evaluate

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Upstream Production

  • SAGD & CSS expansions
  • Conventional development programs
  • Mining & upgrader projects
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Midstream & Processing

  • Pipeline expansions & new builds
  • Storage & terminal facilities
  • Fractionation & processing plants

Market Access

  • Export pipeline commitments
  • Marine terminal capacity
  • Rail loading & unloading facilities
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Diluent & Condensate

  • Condensate import infrastructure
  • Diluent recovery units (DRUs)
  • Partial upgrading facilities
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Carbon & Emissions

  • Carbon capture & storage (CCS)
  • Cogeneration facilities
  • Solvent-aided process conversions

Power & Utilities

  • Behind-the-fence power generation
  • Grid connection infrastructure
  • Water management systems

The Data Advantage

Most project evaluations are built on consultants' assumptions. Ours are built on live data. Every recommendation we make is backed by the same analytics platform our subscribers use daily — WCS pricing models, pipeline utilization trends, capacity gap forecasts, and break-even economics updated continuously.

Traditional Advisory

  • Static assumptions in a spreadsheet
  • Quarterly data updates at best
  • Generic market outlook
  • Consultant opinion as evidence

The Differential

  • Live market data feeding every model
  • Daily pricing & weekly pipeline updates
  • Proprietary capacity gap forecasts
  • Data as evidence, not opinion

Evaluating a Project?

Whether it's a greenfield development, an expansion decision, or a go/no-go on a capital commitment — let's talk.

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