Energy & EV
Batteries, electric vehicles, renewables and grid infrastructure — cost curves, capacity and who can actually deliver at volume.
Cost curves in this sector move faster than any published source tracks, and a figure six months old can be wrong by a margin that changes a decision. The people who know today's number are the ones buying and building at volume.
Assignments here tend to be about two things: what something costs now, and whether a given supplier or developer can actually deliver. Both are answered by talking to people currently doing it, and by verifying claims where the capital at stake justifies it.
Where a question concerns the financing structure of a project rather than its engineering or procurement, our work is research into how comparable projects have been structured. It is not investment analysis and carries no recommendation about any security or instrument.
Typical questions
- What does a cell of this chemistry actually cost to produce here today, and where is that heading
- Which battery and component suppliers can hold quality at the volume we need
- How is charging infrastructure being financed and operated in this market
- What does grid connection cost and how long does it take in practice
- How are subsidy and tariff regimes changing the economics of a given project
Experts we engage
- Battery cell and pack engineers from regional manufacturers
- EV platform and powertrain specialists
- Renewable project developers who have taken projects to financial close
- Grid and transmission engineers from regional utilities
- Procurement leads with current supplier pricing experience