Independent research, modeling and advisory.

Commercial clarity across the chemicals value chain

We connect technical realities, market behavior and economics, from upstream inputs to downstream applications, to help you decide where to grow, how to compete and whether to invest.

Tall process columns, yellow access platforms and pipework under a clear blue sky.

Feedstock & carbon pathways

Value chain: primary feedstocks, base commodities, specialty products, distribution and logistics, then applications.

Forces on the chain

Selection cleared

What is your next big decision?

Where is the next attractive opportunity?

Assess where demand is attractive and what entering the market would require.

What makes a customer qualify, choose or switch a supplier?

Who we work with

How we help

From modular engagements to integrated solutions.

Select a capability to see how it connects.

Integrated solutions

One decision. Triangulated evidence.

Combine research, modeling and advice under one brief. Test assumptions, compare alternatives and work through the implications together.

How integrated solutions work

Techno-economic models

Explore our TEA models

Use a model independently, or work with us to test the assumptions and commercial choices behind it.

All models & services
  • Generated illustration of modern modular electrolysis stacks and adjacent process auxiliaries.

    Green hydrogen

    Compare power and plant designs to see what hydrogen will cost and what selling price the project requires.

    Explore the model
  • Generated concept illustration of electrolysis, nitrogen supply, ammonia synthesis and storage with distant wind turbines.

    Low-carbon ammonia

    Compare renewable and gas-based routes to identify the investment and operating assumptions that determine competitiveness.

    Explore the model
  • Large process ductwork at a cement carbon-capture installation.

    Carbon capture

    Screen industrial capture projects and the carbon payment each would require.

    Explore the model
  • A process column, plant building and vessels at an e-methanol facility.

    e-Methanol

    Compare power and carbon-supply choices, the producer’s price requirement and the customer questions still unresolved.

    Explore the model
  • An unbranded aircraft wing above clouds in the morning sky, illustrating aviation as an end use for fuel.

    e-SAF

    Compare fuel pathways and supply choices to see what drives cost and the jet-fuel price the project requires.

    Explore the model

Selected assignments

More of our work
Acquisition thesisTest demand in both directions.
Acquirer’s customers
Chemical & polymer producers
Target’s customers
Converters & consumer brands
Potential cross-selling of data and analytics services

Commercial due diligence

Would our customers buy their product, and vice versa?

Interviews and a survey tested whether the buyer’s and target’s customers needed each other’s services.

Read the assignment

Perspectives on better decisions

All insights
Stan Sabitovs in a dark suit and white shirt, with a slight smile and arms crossed.

Stanislavs SabitovsFounder & CEO

I’m Stan.
What are you working on?

I lead each assignment, connecting technical understanding with the commercial choices your team faces.

Let’s talkA little about me