Run the molecule from wellhead to cargo.
IOCs, NOCs, independents, midstream, refiners + downstream, LNG developers, OFS, mineral rights, and petrochem-integrated each operate at a different point on the hydrocarbon value chain. Expanse covers the full vertical: well-pad telemetry, refinery closed-loop optimization, midstream + LNG nomination + cargo routing, and Embedded Trading for downstream margin capture.
Nine firm sectors. One molecule-to-cargo stack.
Refiners + downstream are the closed-loop wedge — FCC, reformer, hydrocracker continuous-control RL captures the largest single chunk of unit economics. Midstream and LNG developers run on pipeline-optimization and nomination + cargo routing. IOCs, NOCs, independents, OFS, and mineral-rights firms get well-pad telemetry, drilling-efficiency RL, and royalty-calc agents.
SIS hardware authority is preserved per IEC 61511 in every refinery deployment. The policy operates inside the validated envelope. PHMSA pipeline + EPA + state-air attestation packets assemble continuously. Embedded Trading captures the spot margin around physical positions under the Dodd-Frank §2(h)(7) end-user exception.
Value chain
Where the value lives
Three firm-sector wedges.
Across the nine firm sectors served, three patterns concentrate the value: refining + downstream on closed-loop optimization, midstream + LNG on cargo routing and pipeline optimization, and upstream on well-pad telemetry and royalty calculation.
Refiners + downstream + petrochem-integrated
The closed-loop wedge. FCC, reformer, hydrocracker, alkylation — continuous-control RL captures the largest single chunk of refining margin. Refinery FM provides state; CLO writes back inside the SIS envelope.
- FCC + reformer + hydrocracker continuous-control RL
- Refinery FM — recipe + crude-slate + product-mix optimization
- SIS hardware authority preserved per IEC 61511
- EPA + state-air + RFS / LCFS attestation packet assembly
Midstream + LNG developers
Pipeline optimization, LNG nomination, cargo routing, spot-market participation. Continuous-control on pipeline pressure and flow; discrete-combinatorial on cargo + nomination; Embedded Trading for spot margin.
- Pipeline pressure + flow continuous-control optimization
- LNG nomination + cargo routing across producers + buyers
- PHMSA pipeline-integrity + leak-detection attestation
- Embedded Trading on spot LNG + crude under §2(h)(7) exception
IOCs + NOCs + independents + OFS + mineral rights
Well-pad telemetry, drilling-efficiency RL, OFS service coordination, mineral-rights royalty calculation. Across upstream, the same stack drops in regardless of operator scale or jurisdiction.
- Well-pad telemetry + drilling-efficiency RL policy
- OFS service coordination + frac-spread scheduling
- Mineral-rights royalty calculation + JV allocation
- Reserve disclosure + SEC modernization rule reporting
From wellhead to cargo
The full hydrocarbon chain, in a single loop.
Well-pad telemetry tunes refinery recipes, sets midstream nominations, and routes LNG cargo into the spot market — continuously, safely, profitably.
A telemetry tick becomes a routed cargo
Well-pad signal, refinery FCC recipe, midstream nomination, LNG cargo routing — sealed across the chain under SIS authority.
Hydrocarbons feed chemicals, power, and capital
Refining products become petrochem feedstock. Natural gas feeds power-grid dispatch. Spot margin flows into Embedded Trading. Mineral rights underwrite into Theorem.
Naphtha, ethane, LPG feeds petrochem-integrated. Refining products become polymer + specialty + battery-materials feedstock.
Natural gas + heavy fuel oil + diesel feed IPPs and merchant power plants. LNG cargo demand-pull tied to gas-fired dispatch.
Spot crude, refined products, natural gas, LNG cargo — physical operator trading under the §2(h)(7) end-user exception. No traditional license required.
Mineral-rights royalty underwriting, midstream financing, LNG project finance, reserve-based lending — every chain-of-custody packet becomes a financeable artifact.
Deploy on a single unit.
One FCC unit, one pipeline segment, one LNG nomination flow — closed-loop optimization or cargo routing in 30 days.