Insights
Perspectives
How we read the market.
Argued from first principles rather than from forecasts. We publish views we are prepared to defend, and we do not publish statistics we cannot source.
Energy & Power
Power Availability Is Becoming a Strategic Asset
For a growing class of projects, electricity has stopped being a utility line item and become the thing that determines whether the project exists at all.
Read
Market Entry
Entering Indonesia: What International Companies Often Miss
Entry failures are rarely caused by a misread of demand. They are usually caused by decisions made in the first ninety days that quietly constrained everything after.
Read
Digital Infrastructure
AI Infrastructure and the Next Wave of Data Center Demand
The shift from general-purpose cloud to AI workloads changes what a data center has to be, and changes which sites are viable.
Read
Natural Resources
Critical Minerals: Beyond the Resource
In critical-minerals transactions, the geology is usually the best-understood part of the opportunity. The risk sits almost everywhere else.
Read
Indonesia Market
Indonesia's Next Infrastructure Opportunity
The constraint on Indonesian infrastructure is shifting from capital to deliverability - and that changes where the advantage sits.
Read
Disagree with something here?
The most useful conversations we have usually start with a client who reads one of these and thinks we have the emphasis wrong.
Start a Conversation
Confidential. No obligation.