PROJECT INTELLIGENCE

Project Intelligence (PI) provides infrastructure-timing intelligence for gas & LNG markets through four layers: the project analytics platform, project alerts, litigation tracking and analyst support.

Analytics Platform: A centralized, interactive view of permitting and construction milestones for LNG terminals, interstate and intrastate pipelines, with expected capacity additions by receipt and delivery market over time, comparing Arbo’s forecasted ISD against developer guidance for 150+ projects.

Project Alerts: Email analyses delivered within 1–2 hours of every major regulatory, permitting, construction, or litigation event for key projects. Each alert contains four signals: what happened / the impact / what to watch next / the updated ISD forecast.

Litigation Tracker: An interactive decision tree containing each project’s legal filings, dockets, decisions, court outcomes and the expert interpretation of potential downstream schedule impact with a benchmarked probability behind it.

Analyst Support: Direct access to a veteran team of infrastructure permitting experts, former regulators, FERC attorneys, engineers, data scientists and energy analysts who can answer complex, cross-domain questions on-demand.

Tracking gas infrastructure projects with confidence is difficult because developer guidance is broad, optimistic, and rarely updated. The resultant research effort is resource intensive and never-ending. With over 150 projects underway, having a scalable and precise methodology is essential.

Accuracy demands analysts acquire and interpret massive amounts of fragmented, non-standard, and unstructured data. Turning that into actionable insight requires specialized tools and expertise — this is where Arbo delivers value.

For more than a decade, Arbo has built systems that collect and structure data from authoritative source material like FERC dockets, state permits, judicial filings, and field activity records into proprietary datasets. Our data warehouse is unique in the market, enriched with calculated data like milestone pacing, component-level status markers, and temporal benchmarks to precisely model project progress to in-service.

Arbo’s experts draw on years of industry experience and know how to separate material signals from regulatory noise, applying their knowledge deliberately to derive commercial intelligence.

For instance, as an LNG facility nears service, understanding the sequence and status of hazardous fluid and feed gas authorizations is key to judging whether first LNG production is imminent or still weeks away. When the market misreads signals like these, having the right read gives you an advantage.

Arbo consistently beats the precision and accuracy of developer ISD guidance.

Commodity market stakeholders are ultimately concerned with when gas will actually begin flowing, which often happens incrementally rather than all at once.

Our methodology is optimized to address this with precise forecasts down to the quarter, month, week, and day (as projects progress) — along with confidence levels that reflect expertise on current regulatory, legal, and policy environments.

We keep a record of every call, and continuously update our guidance based on the latest permitting, construction, and operational signals, giving customers dynamic, real-time insight into shifting timelines.

Customers consistently tell us Arbo provides a level of reliability and precision they can’t find anywhere else — even for projects more than a year from commissioning.

For projects closer to in-service or first LNG, we have a track record of forecasting authorizations and first flows down to the day.

Commodities teams are over-served with information, and execution still separates leaders from followers.

Arbo helps ensure you’re not just informed — but positioned to act early, accurately, and decisively. Having any of the same data as your competitors doesn’t mean it’s actioned with the same speed or conviction.

Arbo customers find the most opportunity comes from quickly and seamlessly integrating our products and services into existing workflows, which we work to set in motion with a high-touch onboarding process.

ArboIQ customers can access on-demand, custom data deliverables from our permitting, regulatory, and legal experts. This additional service provides more in-depth support and advanced data analysis outside the scope of Project Intelligence.

A unique blend of permitting veterans, technical experts, industry practitioners, legal specialists, and former regulators allows us to deliver unmatched, actionable insights into regulatory filings and project developments that drive key outcomes in the natural gas and LNG market.

Here’s who makes Project Intelligence possible:

• Permitting experts possessing deep familiarity with federal, state, and local requirements and processes and expertise in interpreting environmental, safety, and construction requirements for pipelines and LNG terminals.
• Data engineers and scientists specialized in energy regulatory and judicial data sources, who build and refine our analytics models to detect patterns affecting project timelines.
• Seasoned industry professionals with hands-on experience in commercial, operations, engineering, and finance functions at pipeline and LNG infrastructure companies — providing practical context for construction schedules, operational risks, and project milestones.
• Former energy attorneys who continuously monitor relevant litigation and court rulings that could impact project permitting or ISDs and interpret legal developments to assess their practical implications for project progress.
• Former regulators who have overseen pipeline and LNG terminal permitting at major regulatory agencies, bringing insider knowledge about regulatory decision-making and procedural bottlenecks.

Yes — we can connect Project Intelligence directly into your preferred data lake and/or desktop BI app of choice.