Integrated Pre-DD
Public sample available
Remote Mining Asset — Hybrid Energy Pre-DD
A public-information Pre-DD screen covering F1 Approval, F2 Site, F3 Microgrid and F4 Financeability.
Case studies
Worked examples, at two scales
Project screens take a single site and ask whether it can advance — approval delta, site suitability, microgrid boundary, financeability readiness. Sector studies take a whole market and ask how big it actually is and who controls it, by reconciling site-level evidence against national accounts. Same engine, two scales.
How to read these
These are public-information desktop screens of the F1-F4 Pre-DD method, not commissioned advice, lender due diligence or bank-approved models. Figures and zones are indicative early-stage outputs. Nothing here is legal, financial, tax, engineering or investment advice.
The library
Cases so far
Grouped by scale: project screens first, then sector studies. Shorter commentary and perspective pieces sit in Research.
Project screens
One site, run through the screen
One project or site at a time: whether it can advance, what the host constrains, and which evidence is still missing. Screens of third-party assets are published anonymised — the method is the point, not the asset.
Financeability Screen
Illustrative case
Weak-grid industrial solar + BESS EaaS
An illustrative screen showing why strong customer value can still fail the lender test under the current debt structure.
Sector studies
A whole market, reconciled
Built bottom-up from site-level evidence, then tested against national accounts assembled a different way. The output is a ceiling and a named residual.
Sector Study
Published — negative result
Most of the diesel is on wheels
National reconciliation of the diesel displacement market. Four steps reduce a 1,270 PJ fuel pool to a 45 MW addressable remainder — and identify 390 MW of mine generation booked to the wrong industry.