Insights
Short articles on projects, markets and financing
Short articles on project development, energy markets and financing. They apply our screening frameworks to published sources but do not present new quantitative research. The research reports and models are on the Research page.
All insights
Current insights
- Series · 5 partsRead insight →15-minute read
What makes a BESS project development-ready?
Five notes on the land, approvals, grid connection, contracts and delivery arrangements a battery project needs before construction.
- Financeability insightRead insight →11-minute read
From customer savings to financeable project cash flow
How a host’s avoided cost becomes contracted revenue, how much of it a lender recognises, and how demand-charge savings and other income streams contribute.
- Project insightRead insight →7-minute read
Screening energy options for weak-grid and off-grid mines
Reliability and served load, time-to-power, diesel’s operating roles, connection risk, mine life and the commercial boundary, before a feasibility study is commissioned.
- Market insightRead insight →6-minute read
How locational signals affect remote and industrial energy costs
What is priced by location today, what is under consideration, and what a connected remote site should test against onsite supply.
Each article states its sources and basis. These notes do not claim to represent the whole market. Method pages, including A Pre-DD screen is not a feasibility study, are under Methods.