See the structural reality
behind every gas move

Know if a gas market move is noise- or a structural shift. Identify the moves that matter

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Wood Mackenzie Lens Gas & LNG gives you the structural edge

LNG is no longer a regional commodity - and with the Qatar supply shock putting 20% of global supply in question, trading on price signals alone is not enough.

Lens Gas & LNG gives trading houses and hedge funds the structural edge: global fundamentals, asset-level data, and scenario modelling in a single platform - so you can act with conviction:

  • Weekly-updated global supply-demand models - confirm whether a move will persist or fade
  • Asset-level visibility across every major basin - align positions with structural supply-demand reality
  • LNG intelligence including contracts, shipping costs, and terminals - model the full cost and flow picture, not just headline prices
  • Scenario modelling in seconds - defend assumptions with an independent benchmark before you commit capital
  • API delivery into trading and risk systems - move faster than internal modelling cycles, with no manual intervention

Structural fundamentals intelligence

 Built for every team

Anchor physical LNG events you’re tracking with the structural supply picture that drives where markets head next. When Middle East supply disruptions force cargo rerouting - as Atlantic basin LNG is drawn eastbound to replace Hormuz-impacted volumes - model the full shipping cost and flow implications across every export and import terminal in real time. Lens Gas & LNG connects short-term operational intelligence with long-term fundamentals - so you can act on a move and judge how long it lasts.

When a Middle East escalation drives a double-digit move in JKM or TTF, quickly assess whether it reflects a lasting supply loss or a fear premium set to unwind - and size your position accordingly. Pressure-test your price assumptions against Wood Mackenzie’s independent structural scenarios before you commit capital.

Validate price deck assumptions and stress-test long-duration positions against Wood Mackenzie’s independently authored structural scenarios before risk committee - including a prolonged Middle East supply disruption. Keep your book defensible against geopolitical, energy transition, and demand-side risk - without relying solely on internal modelling.

Build and defend market views with integrated supply-demand fundamentals across every major basin - updated weekly, consistent from global to sub-regional level. Use structural forecasts to pressure-test your price outlook, identify where your assumptions diverge from the bottom-up picture, and present views to trading desks and risk committees with an independent foundation. One platform replaces fragmented regional sources, with scenario modelling that runs in seconds. 

Access structural gas and LNG data via API for automated delivery into internal models, pricing systems, and risk infrastructure — on a weekly cadence that matches how markets move. Verified, non-synthetic data with no manual intervention required to keep feeds current. 

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Key capabilities

Why most market signals are misleading

When the Strait of Hormuz closes and JKM spikes $3 in 48 hours, price signals don’t tell you whether to hold, size up, or get out. You need the structural picture too.

Structural

Structural

shifts are misread as short-term noise

Regional

Regional

models don’t reconcile into a global view  

Internal

Internal

assumptions go unchallenged

Data

Data

updates lag the market

Financial

Financial

exposure lacks physical market visibility 

Result

Result

mistimed positions, mispriced risk, and missed conviction

Complete your Gas & LNG market view - get in touch

See Lens Gas & LNG in action with a demo tailored to your use case

See Lens Gas & LNG in action with a demo tailored to your use case - whether you are stress-testing a long-duration position, validating supply assumptions, building conviction ahead of a risk committee, pricing an LNG offtake deal, stress-testing your book against a prolonged Middle East supply disruption, or looking to automate structural data delivery into your existing systems via API.

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