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What We Do
Team
Projects
Insights
Contact
Actionable Insights and Market Perspectives
16 October 2026
Interest Rates Are Not Our Big Problem
Interest Rates Are Not Our Big Problem
Insights
02 October 2026
The Last 10%
The Last 10%
Insights
23 September 2026
The Level Playing Field - Presented at Power Forward Conference 2026 in San Francisco
The Level Playing Field - Presented at Power Forward Conference 2026...
Insights
06 January 2026
Why Data Centers Don't Get Built
Why Data Centers Don't Get Built
Insights
21 August 2025
The Game Theory of Grid Upgrades
The Game Theory of Grid Upgrades
Insights
19 June 2025
Reconciliation Part 3: Senate FC 1st Draft Analysis
Reconciliation Part 3: Senate FC 1st Draft Analysis
Insights
02 June 2025
Follow up: H.R.1 and America’s Looming Power Shortage
Follow up: H.R.1 and America’s Looming Power Shortage
Insights
25 May 2025
The Estimated Costs of the Midnight H.R. 1 Amendment
The Estimated Costs of the Midnight H.R. 1 Amendment
Insights
10 January 2025
Deposits, Deposits, Deposits…
Deposits, Deposits, Deposits…
Insights
04 September 2024
Developing Power Into The Data Center Hype
Developing Power Into The Data Center Hype
Insights
19 June 2024
Beyond Community Solar: Rethinking the Future of Distributed Energy Resources
Beyond Community Solar: Rethinking the Future of Distributed Energy...
Insights
23 February 2024
Narrowing Investment Focus to Broaden Impact
Narrowing Investment Focus to Broaden Impact
Insights
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