Policy · 8 min read · Latest
The biggest project risk in renewables is the rule that doesn't exist yet. We describe the corpus, the model, and the calibration discipline behind probabilistic policy forecasts good enough to drive billion-pound investment decisions.
PolicyCalibrationCorpus
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Carbon · 7 min read
Scope 3 reporting today is mostly an artefact of last year's accountants. We argue for a continuous, activity-based, uncertainty-aware approach — and show what it changes for capital allocation.
CarbonScope 3Disclosure
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Markets · 6 min read
The UK transmission-entry-capacity queue has become a defining constraint on renewables capex. We decode what the recent NESO reforms actually mean for project sequencing and where developers are still getting the maths wrong.
MarketsGridNESO
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Methodology documents, calibration data and outcome ledgers live in the Library. New research from the desk is published roughly monthly; clients receive a private briefing twenty-four hours ahead of public release.