WTI$78.42+0.6%·
HENRY HUB$2.91-1.2%·
HRC STEEL$842/t+4.8%·
NICKEL$17,210-2.1%·
USD/CAD1.378+0.1%·
LINE-PIPE LEAD38 mo+2 mo·
COMPRESSOR LEAD41 mo+3 mo·
FERC DOCKETS27 open+4·
WTI$78.42+0.6%·
HENRY HUB$2.91-1.2%·
HRC STEEL$842/t+4.8%·
NICKEL$17,210-2.1%·
USD/CAD1.378+0.1%·
LINE-PIPE LEAD38 mo+2 mo·
COMPRESSOR LEAD41 mo+3 mo·
FERC DOCKETS27 open+4·
Command Center
HORIZON-02 · LOGISTICS & CAPACITY

Lead-Time Forecasting Agent

Predict realistic delivery windows for long-lead items where 24-month projects now stretch to 60.

CONFIDENCE
91%
SIGNALS
188
AGENT CONSOLE
READY
HORIZON-02
HORIZON-02 online. Predict realistic delivery windows for long-lead items where 24-month projects now stretch to 60.

CAPABILITIES

  • Mill slot capacity modeling
  • Compressor OEM backlog tracking
  • Port & rail congestion overlay
  • Confidence-banded delivery dates

DATA SOURCES

MAXIMOOEM PORTALSMARINE TRAFFICCLASS-1 RAIL
MODEL · TIME-SERIES + MAXIMO TELEMETRY

RECENT INSIGHTS

  • T+00:01
    Solar Turbines Mars-100 backlog now 41 mo (+3 mo)
  • T+00:33
    42" line-pipe Mill-B reopened slot for Apr 2027
HORIZON-02 · LEAD-TIME FORECAST

Scenario planner for long-lead items

Stress-test delivery dates against tariff, regulatory and demand shocks. Ranges are confidence bands fitted on Maximo demand + OEM backlog signals.

ASSET CLASS · PIPELINE
TENARIS / WELSPUN · $420M

42" X70 Line Pipe

API 5L X70 · FBE coated · 220 mi

Mill slot pressure from US LNG buildout
ACTIVE SCENARIOS
US Section 232 expansion on imported steel
LEAD TIME — MONTHS
HISTORY 2023–2025 · FORECAST 2026–2027
DELIVERY BY SCENARIO · 2027-Q4 TARGET
AGENT RECOMMENDATION
Tariff +15%
Worst-case delivery: 49.6 mo
Lock tonnage with Tenaris this quarter. Pre-tariff PO captures ~7.6 mo of float.
CONFIDENCE 0.77 · RECOMPUTED LIVE