Energy and transition economics

Summary

Four-engine framework covering renewable capacity, electricity generation mix, GHG emissions, and climate finance. Built for utilities, IPPs, hyperscalers with grid exposure, and policy teams sizing the realistic energy buildout against AI capex and decarbonization targets.

What we do

Energy transition economics is the discipline of getting the capacity, the emissions, the timing, and the dollars to add up under credible buildout constraints. The Promethean platform integrates 49 collectors across IEA, Ember, OWID, IRENA, Climate Watch, EIA, EDGAR, Global Energy Monitor, and WRI PowerWatch. The four engines structure the analysis: renewable capacity (installed, additions, retirements), electricity generation (renewable mix), GHG emissions (CO2, carbon intensity), and climate finance (transition funding, subsidies).

For utilities and IPPs, engagements include load-growth memos, PPA market reads, resource adequacy stress tests, and commission briefing packs. For hyperscalers, engagements include regional siting diagnostics and behind-the-meter analyses. For policy and multilateral teams, engagements include transition finance diagnostics and emissions-pathway scenarios.

Methods

• ISO interconnect queue parsing (PJM, ERCOT, MISO, CAISO, SPP, NYISO, ISO-NE)
• PPA pricing analysis against ICE forwards and published deals
• Resource adequacy and capacity-market modeling
• Renewable buildout scenario simulation
• Behind-the-meter and demand response value cases
• GHG emissions decomposition (Kaya identity)
• Climate finance flow accounting
• Transition cost-curve construction (mitigation, adaptation)

Public data partners

• IEA WEO and energy balances
• Ember electricity statistics
• IRENA renewable capacity
• OWID energy and emissions series
• EIA hourly generation and demand, AEO
• FERC interconnection queues, NERC reliability
• EDGAR emissions inventory
• Climate Watch country GHG, Global Energy Monitor pipeline
• Lawrence Berkeley National Lab interconnect queue reports

Deliverables

• Load growth memo for a utility or system planner
• PPA market read with named regional cuts
• Resource adequacy stress test memo
• Commission briefing pack for a regulatory filing
• Behind-the-meter and demand response value case

Sample engagements

• Load growth memo for an investor-owned utility absorbing data center demand.
• Multi-region PPA market read for a hyperscaler procurement team.
• Capacity market stress test for an ISO planning function.
• Behind-the-meter solar-plus-storage value case for a colocation operator.
• Country emissions decomposition for a multilateral climate finance program.