Eight named methods. Each one citable.
A framework is a discipline applied the same way every time. These are the eight the consultancy publishes openly: the inputs each one needs, the steps it runs, the assumptions it makes explicit, the limitations it carries, and the published brief that demonstrates it in production.
FEOC Stack
Foreign-entity-of-concern decomposition for IRA Section 30D and 45X bills of materials.
OEMs, battery cell makers, and IRA-monetizing investors need a defensible, vehicle-by-vehicle answer to a single Treasury question: what fraction of the applicable critical minerals and battery components in this BoM is FEOC-clean under the...
Framework detail → Pass-Through DecompTariff Pass-Through Decomposition
Five-step decomposition of who pays a tariff: importer margin, exporter price, or domestic consumer.
When a tariff lands, three accounting identities have to balance: the importer's landed-cost margin, the exporter's FOB price, and the consumer's shelf price. Operating committees and Section 232 or 301 advocacy teams need the share each ch...
Framework detail → Compute CurveCompute Cost Curve
Six-step GPU TCO decomposition across acquisition, power, cooling, network, depreciation, and idle.
Hyperscaler procurement teams, neocloud capex committees, and PE infrastructure investors need an apples-to-apples cost per effective FLOP across chip generations and deployment archetypes. Spec sheets do not produce this number. The framew...
Framework detail → Multiplier BenchFiscal Multiplier Bench
Country-level fiscal multiplier estimates by spending category, business cycle phase, and monetary regime.
Finance ministries, sovereign credit teams, and macro funds need defensible multiplier estimates by spending category for the country and the cycle phase that matter to the decision in front of them. Generic 1.0 or 0.5 multipliers do not su...
Framework detail → AI Siting ScoreEnergy-AI Siting Score
Composite jurisdiction ranking for AI compute siting across firm power, water, latency, talent, and policy stability.
Hyperscaler real estate teams, neocloud build-out leads, and utility load-planning groups need a single comparable score across candidate jurisdictions that captures the five binding constraints that actually decide siting in 2026: firm-pow...
Framework detail → IPMIIndustrial Policy Maturity Index
Five-dimensional score of whether a country's industrial policy is investible, across design, disbursement, conditionality, monitoring, and political durability.
PE infrastructure funds, OEM regional siting committees, and sovereign credit teams face a recurring question: PLI in India, IRA in the United States, Made in China 2025, Korea's K-Chips Act, the EU Chips Act. Which of these are real indust...
Framework detail → Substitution MapTariff-Substitution Elasticity Map
Estimating which third-country supplier captures share when a tariff hits the primary origin, by HS6, with confidence bands.
When a tariff lands on the primary origin in an HS6 line, the question for procurement officers, trade-association strategists, and country export-promotion teams is which alternate supplier captures the redirected demand, in what magnitude...
Framework detail → Restructuring StackSovereign Restructuring Stack
Ordering of sovereign debt instruments by haircut tolerance, legal seniority, and political optics.
Sovereign debt teams, multilateral country teams, and EM credit funds need a structured ordering of which instruments take what haircut in what sequence when a country enters or exits an IMF program. The framework stacks instruments by lega...
Framework detail → CMCICritical Minerals Concentration Index
HHI-based concentration scoring on extraction, processing, and refining for any critical mineral chain.
OEMs, governments, and investors need a reproducible single-number concentration score per mineral (lithium, cobalt, nickel, graphite, NdPr, copper, gallium, germanium) at each chain step (extraction, processing, refining), with sensitivity...
Framework detail → ACASAI Capex Absorption Score
Quantifies whether a region or grid can absorb a hyperscaler buildout in dollars, megawatts, megaliters, and engineers.
Hyperscalers announce gigawatt-scale data center commitments faster than any single region's grid, water, talent pipeline, and permitting capacity can keep up. ACAS scores absorption probability for a named site against a four-axis stack (p...
Framework detail → SDPSSovereign Default Probability Stack
Six-factor early-warning framework for emerging-market sovereign credit, calibrated to the post-Common Framework dataset.
Investors and policy lenders need a probability-of-default estimate that decomposes into actionable factors: external buffers, debt service profile, fiscal anchor, banking sector contingent liability, political durability, market access. St...
Framework detail → EOTMElection Outcome Translation Matrix
From electoral results to policy probability, with named instrument and calendar bindings.
Election results do not translate one-to-one into policy. Coalition arithmetic, speaker and committee chair selection, parliamentary calendar, and the relative leverage of swing parties all shape what passes in the first 18 months of a new ...
Framework detail → CBPSCross-Border Payments Stack
SWIFT, CIPS, INSTEX, BRICS Pay, mBridge, and stablecoin rails scored on throughput, sanction durability, and counterparty network.
Treasury, ALM, and sanctions compliance teams need a defensible scoring of the cross-border payment rails available to a counterparty cohort. SWIFT remains the default but not the universal choice; CIPS, INSTEX, BRICS Pay, mBridge, and doll...
Framework detail → CABSClimate Adaptation Bond Score
Adaptation-finance instrument grading on additionality, measurability, and sovereign-credit-quality interaction.
Adaptation finance instruments (resilience bonds, parametric catastrophe swaps, climate-resilient debt clauses, debt-for-adaptation swaps, multilateral guaranteed concessional loans) are proliferating faster than the methodology to score th...
Framework detail →The shape of a one-pager.
Each framework reads like a citable working paper one-pager: problem, inputs, outputs, method, assumptions, limitations, and a real published brief that demonstrates it. The voice is declarative. The numbers are traceable. The limitations are listed before the wins.