Analyses
Public events, worked through.
Structured analyses of infrastructure events that already happened: what the structure was, where the risk sits, and what it implies for the next one.
What these are
Editorial archive: these are analyses of public third-party events and are not proof of an operating record. They are not customer case studies, and no customer relationship is implied by any of them.
Published
Two analyses
Meta's $29B data center financing
How a $29B financing structure allocates credit, grid, and permitting risk — and which parts of that risk a lender is actually holding.
Analysis of public filings and reporting
Learn moreOhio's 85% minimum usage rule
How a minimum-usage tariff changes data center economics, and why it moves the underwriting question from price per megawatt-hour to committed load.
Analysis of a public tariff decision
Learn moreThe useful version runs on your own pipeline
These two are public because the events were. Send us a deal you are live on and we will work it the same way.
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