Where is the value?
Benchmark margins, working capital and operating capacity against the right peer set. Receive a diagnostic, peer benchmarks and the value-creation priorities to test with your team.
Explore the capabilityIndustry research
Energy & utilities
Compare asset economics, operating performance and transition options.
Industry context
Scope and topics in this sector.
- Research scope
- Assets, operators and industry economics
- Topics investigated
- Emissions drivers, transition costs, investment trade-offs
Your next decision
What does your team need to know?
Understand why performance differs from peers
Turn a broad performance concern into specific value-creation questions for management.
- Your question
- Where do we lead or lag comparable businesses, and what might explain the gap?
- What we investigate
- Growth, profitability, productivity and business mix, with differences in definitions and disclosure flagged.
- What you receive
- A performance diagnostic, comparable peer benchmarks and a prioritised list of improvement hypotheses to test with management.
Benchmarking and performance diagnosticsAvailable now
Compare strategic uses of capital
Help leadership compare growth, efficiency and portfolio choices on a common basis.
- Your question
- Which initiatives should we investigate, sequence or stop?
- What we investigate
- Strategic options compared on external evidence, management inputs and stated feasibility assumptions.
- What you receive
- An options brief and initiative comparison, with assumptions and priorities for management review.
Strategic options and business casesAvailable now
Assess industry and policy shifts
Identify where changing demand, technology or policy could reshape opportunity and exposure.
- Your question
- Which changes could alter the economics or competitive structure of this market?
- What we investigate
- Technology adoption, customer demand, trade conditions and published policy developments within an agreed scope.
- What you receive
- An industry assessment with the implications for your business, and where a specialist should look next.
Benchmarking and performance diagnosticsAvailable now
Examine climate and framework-based risks
Help risk teams see exposure, evidence gaps and the questions for company engagement.
- Your question
- How does this company or asset measure against our risk framework?
- What we investigate
- Disclosures, your framework and permitted specialist inputs, with the uncertainty stated.
- What you receive
- A scoped assessment with scenarios and evidence gaps, with analyst interpretation for your review.
Risk and climate assessmentsAvailable now
Capabilities
The capabilities these questions sit under.
Which opportunities deserve a closer look?
Screen companies against your investment criteria, pressure-test the thesis and focus due diligence on the questions that could change the decision.
Explore the capabilityWhat could change the plan?
Investigate supply dependencies, industry shifts and climate exposure against your framework, with the assumptions and evidence gaps made clear.
Explore the capabilityStart with one question
Bring us the question behind your next decision.
Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.