Analysis and Expert Services
Independent Energy Price Analysis and Expert Testimony
Kase and Company provides independent analytical services and expert testimony for energy market matters — drawing on decades of hands-on experience in commodity trading, energy pricing, risk management, quantitative analysis, and programming. From litigation support and regulatory proceedings to custom quantitative projects, Kase brings rigorous, independent expertise to complex energy market challenges.
Built for Complex Energy Market Challenges
Kase’s analysis and expert services are engaged by a range of organizations that need authoritative, independent analytical expertise applied to specific energy market questions — in legal, regulatory, commercial, and operational contexts:
Law Firms and Legal Teams
Expert witness services, litigation support, and independent analytical work for energy-related legal proceedings — including price disputes, transaction analysis, and matters involving hedging and derivatives.
Energy Companies in Dispute
Independent price and transaction analysis for companies involved in commercial disputes, arbitration, or regulatory proceedings where energy pricing, deal terms, or risk management practices are at issue.
Regulatory Bodies and Compliance Teams
Kase has made presentations to regulatory bodies on hedging and energy pricing topics, and is experienced in preparing analysis for regulatory review and compliance proceedings.
Risk Management Teams
Custom quantitative analysis for organizations that need specialized work beyond their internal capabilities — including VAR, basis and regression analysis, trader risk limits, and credit exposure analysis.
Energy and Financial Companies
Independent price forecasting, Monte Carlo simulations, refining economics, and storage analysis for commercial decision-making, transaction support, or internal risk assessment projects.
Organizations Requiring Custom Programming
Assignments involving extensive mathematical calculations or custom algorithm and software development are a Kase specialty — from automated trading and hedging systems to analytical tools and data pipelines.
Expert Testimony and Witness Services
Kase is uniquely qualified to serve as an expert witness or provide expert analysis in matters involving energy prices, pricing practices, energy transactions, and commodity risk management. Kase’s combination of practical trading experience, deep quantitative expertise, and long industry tenure provides the foundation for credible, rigorous expert testimony in complex energy market proceedings.
Kase has extensive expertise in energy transactions, deal capture, deal flow and reporting, proper confirmation procedures, and all aspects of energy pricing — including forward curve construction, price fairness assessments, and the mechanics of hedging with exchange-traded and OTC derivative instruments. Kase has also made formal presentations to regulatory bodies on hedging and energy pricing topics, and is experienced in the standards and expectations of regulatory and legal proceedings.
Kase maintains collegial relationships with recognized experts in shipping, physical storage, and other commodity market disciplines — and can bring in additional specialized expertise to support complex projects that require capabilities beyond energy price and risk analysis.
General Energy Analysis Services
Beyond expert testimony and litigation support, Kase provides a broad range of custom quantitative analytical services for energy market participants. Assignments involving extensive mathematical calculations or programming are a particular strength:
Price and Market Analysis
- Energy price forecasting — short and medium-term technical and statistical analysis
- Price fairness analysis — independent assessment of transaction prices relative to market levels
- Forward curve analysis — construction, shape, and valuation
- Calendar spread and storage analysis
- Refining economics and product margin analysis
- Monte Carlo simulations — price distributions for risk assessment and decision support
- Basis and regression analysis — price relationship modeling between physical and financial markets
Transaction and Operations Analysis
- Energy transaction analysis — review and assessment of deal terms, pricing, and execution
- Deal capture and reporting review — assessment of procedures and systems
- Confirmation and deal flow analysis
- Derivative instrument analysis — valuation, terms, and appropriateness review
Risk and Quantitative Analysis
- Value at Risk (VAR) — calculation, methodology review, and model validation
- Risk analysis and exposure quantification
- Credit exposure analysis and setting credit dollar-value limits
- Trader performance analysis and setting trader risk limits
- Volatility analysis — historical and implied, measurement and application
- Options analysis — valuation, strategy assessment, and risk characterization
Custom Programming and Algorithm Development
- Specialty algorithm development for trading, hedging, and analytical applications
- Automated trading and hedging system development
- Custom analytical tools and data processing pipelines
- Quantitative model development and validation
- Platform integration for major charting and trading platforms
What Makes Kase Qualified for Complex Analytical Work
Kase’s expert services are grounded in decades of direct market experience and a depth of quantitative capability that is rare among independent analytical firms:
Decades of Hands-On Market Experience
Kase’s principals have direct experience as energy commodity traders, risk managers, and derivative specialists — providing expert testimony and analysis grounded in real market knowledge, not academic theory.
Deep Quantitative and Programming Capability
Extensive mathematical calculations, statistical modeling, and custom software development are a core Kase strength — enabling rigorous, reproducible analysis for even the most technically demanding assignments.
Energy Pricing and Transaction Expertise
Uniquely qualified to address matters involving energy prices and pricing — including forward curve construction, price fairness, transaction terms, and the full range of exchange-traded and OTC derivative instruments.
Regulatory and Legal Experience
Kase has presented to regulatory bodies on hedging and energy pricing topics, and is experienced in the standards and expectations of both regulatory proceedings and commercial litigation.
Completely Independent
Kase is entirely non-commission based with no financial relationships that could compromise analytical independence — an essential characteristic for credible expert testimony and objective analysis.
Access to Specialist Network
Kase maintains collegial relationships with recognized experts in shipping, physical storage, and other commodity disciplines — enabling complex multi-discipline projects to be supported by the right expertise.
Rates
Hourly and Daily Rates
A retainer is required for all engagements. Large projects may be bid on a lump sum basis — contact Kase to discuss project scope and obtain a proposal.
| Level | In-Office | Client Location |
|---|---|---|
| Principal | $500/hr | $6,500/day 3-day minimum; waiting time included; half rate for travel |
| Senior Associate | $225/hr | $2,925/day Half rate for travel |
| Programmer / Analyst | $150/hr | Not applicable |
Project-Based Engagements
Large or well-defined projects may be structured as fixed-fee engagements based on estimated scope. Contact Kase to discuss your project and request a proposal.
Contact us to discuss your project requirements and to determine the appropriate engagement structure.
Request Information
Complete the form below to tell us about your project or inquiry. We will follow up to discuss the scope, timeline, and appropriate engagement structure for your needs.
Discuss Your Project With Kase
Whether you need expert testimony, independent price analysis, custom quantitative work, or specialized programming, Kase has the experience and analytical depth to support complex energy market challenges. Contact us to discuss your requirements.
