Insights
Strategic, commercial commentary designed for boards, investors and decision makers.
LATEST
Market notes and briefings
Board-ready market commentary and commercial perspectives.
01 May 2026
6 min read
PPA pricing: governance that stands up in a volatile market
A practical checklist for investment committees and boards reviewing renewable PPA pricing — focusing on assumptions, risk adjustments and decision framing.
PPAsGovernanceRisk
14 Apr 2026
5 min read
Trading governance: controls that scale with portfolio complexity
Trading governance should be lightweight but robust. This note outlines practical limits, delegations, reporting and assurance considerations.
TradingRiskControls
22 Mar 2026
7 min read
Offtakes: commercial issues that move outcomes
A concise guide to the pricing and risk allocation clauses that typically drive value in critical minerals offtakes.
OfftakesCritical MineralsContracts
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