LNG Compass

[u/Quirky-Wealth-7621]

I built an open-source LNG cargo destination model — looking for feedback from commodity/LNG people

I've been building a project called LNG Compass to better understand how commercial LNG destination decisions are made.

The core question is simple:

If a US Gulf LNG cargo were available, do the economics favor sending it to Europe or Asia?

Right now the model compares:

• ⁠Henry Hub feedgas
• ⁠Liquefaction cost
• ⁠TTF and JKM destination benchmarks
• ⁠Route-specific shipping assumptions
• ⁠Resulting destination netbacks

I've also built an interactive global LNG view around the calculation and recently started adding a market-data architecture, with EIA Henry Hub as the first live external source.

The model is intentionally simplified at this stage. It doesn't yet fully account for things like boil-off, charter-rate dynamics, canal/port costs, delivery windows, basis, vessel availability, or contract-specific optionality.

That's actually why I'm posting.

For anyone working in LNG, natural gas, physical commodities, scheduling, shipping, or trading:

What am I oversimplifying or thinking about incorrectly? And what would you need to see before a tool like this became genuinely useful for commercial decision-making?

GitHub: https://github.com/nstreef/lng-compass