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 Hyperion financing announcement
What the joint-venture announcement states, what it leaves undisclosed, and which terms need review.
Analysis of public filings and reporting
Learn moreAEP Ohio's data center tariff
How the tariff uses a load ramp and minimum billing demand, and which terms need review.
Analysis of a public tariff decision
Learn moreBring a decision for review
Discuss the sources, assumptions, and open questions for a site or transaction.