We don’t sell models — we sell the decision. Members get the interactive decision tools, exhibits and scenario data that turn our proprietary models into a call you can act on, and defend.
Prices every route from Afungi to delivery — pipeline, truck or small-scale LNG — in $/GJ, and tells you which mode wins and at what volume the pipeline overtakes the truck.
Petrol, diesel, jet and marine fuel demand to 2050, balanced against domestic refining to surface the import gap by product and scenario.
Which gas-monetisation projects can actually pay for their feedstock? Goal-seeks the maximum bearable gas price each project can afford across ports and oil-price scenarios.
Reconciles forecast gas demand against committed supply (2026–2035) to pinpoint exactly when the inland system goes short — and the landed cost to fill the gap with imported LNG.
Allocates commodity demand across ports, corridors and modes to 2060 under five investment strategies for the proposed Boegoebaai port + Northern Cape rail.
The financing-engineering story: the same corridor can be made bankable without raising the tariff — by re-engineering risk. WACC compression 13.85% → 11.70%.
Saldanha Bay throughput to 2060 across mining, energy, agriculture and manufacturing — quantifying how the freight prize peaks and declines as reserves deplete.
One number for the localisation question: SA rail-manufacturing competitiveness vs Chinese & Indian import penetration — by segment, tier and location, re-scored as procurement evolves.
Open the indexThe framework behind the index: a tier-level competitiveness envelope that shows the wagon case is close to bankable while the locomotive bull case is analytically premature.
Read the report“Any axle, any gauge”: a three-year growth strategy for a domestic rail-wheelset manufacturer — winning against low-cost imports via production economics and a localisation + tariff regulatory play.
Capability — member briefing in preparation.
The financial brain behind a major rail-manufacturing programme — scenario margins, cash timing and local-content %, solving backwards for the price premium to hit a target margin.
Capability — member briefing in preparation.
Every model above draws on one governed source of truth: 551 assumptions sourced, dated, confidence-scored and versioned. It is the layer that lets a board defend the decision — and the hardest thing for anyone to copy.
Explore the registry