Insights
Perspectives on the energy transition
Field notes, market analysis, and technical diligence perspectives from our work across solar, storage, and distributed energy.
Energy Strategy & Market Analysis
What Pine Gate Analysis Reveals About Energy Market Trends
A look at the market intelligence from Pine Gate Analysis and how independent consulting helps companies act on it.
Technical Diligence & Owner's Engineering
Grounding and DC-side errors survive to the field. Here's why.
Design review catches a small class of errors that are cheap to fix on paper and expensive to fix in the field. Grounding and DC-side issues sit at the top of that list.
Battery Storage & VPP Advisory
Underwriting a storage revenue stack without over-trusting the model
Storage models are precise about numbers that are not yet knowable. The work is in stress-testing the assumptions that drive the stack, not the third decimal.
Project Development Support
Where projects actually die: staging interconnection risk
Most projects are lost to queue position, network upgrade cost, and study assumptions — long before construction. Development should be staged against that risk.
Corporate Sustainability & Decarbonization
What corporates get wrong before they issue an RFP for renewables
Most procurement problems are set before the RFP goes out — in the emissions baseline, the credit strategy, and the terms the buyer never defined.
Energy Strategy & Market Analysis
PPA vs VPPA: five structuring questions that decide the deal
The label matters less than the settlement mechanics, the basis risk, and who holds it. Five questions separate a workable structure from an expensive one.
Energy Strategy & Market Analysis
The conflict in 'independent' engineering
Independence is a structural claim, not a slogan. It holds only if the advisor has nothing to sell, nothing to develop, and no margin riding on the outcome.
Want these perspectives applied to your portfolio or project?
Written and edited by Scott Greenberg. Research and drafting supported by AI tools.