Three markets, one technical layer.
Our practice serves institutional investors across the Australian NEM, ERCOT, and the Gulf. We chose this trilateral scope because no competitor has access to all three, and because GCC capital is actively flowing into the other two.
A NEM-resident diligence practice, built against the register.
Coverage across every NEM node, anchored in the AEMO register, the ISP, and the constraint equations that determine which projects actually connect. The glossary below is the vocabulary every engagement operates in.
- AEMO
- Australian Energy Market Operator. Dispatch, connection register, ISP.
- AEMC
- Australian Energy Market Commission. Rule-setter for NEM reforms.
- AER
- Australian Energy Regulator. Enforcement and network determinations.
- TNSP
- Transmission Network Service Provider. AusNet, ElectraNet, TransGrid, Powerlink.
- ISP
- Integrated System Plan. The 20-year NEM transmission blueprint.
- CIS
- Capacity Investment Scheme. Federal dispatchable capacity contracting.
Our home market and primary focus.
Coverage extends across every NEM region (NSW, VIC, QLD, SA and TAS) with technical and revenue models calibrated against the current AEMO register, the Integrated System Plan, and the constraint equations that determine which projects actually connect.
- BESS pipeline to financial close
- 15 to 20 GW
- AEMO connection register screening and milestone diff-tracking
- Constraint-equation exposure modelling against current ISP topology
- NEM dispatch revenue modelling (P10 / P50 / P90) with FCAS stack
- Capacity Investment Scheme contract integration where applicable
Coverage extending through 2026.
ERCOT's energy-only market structure maps closely onto the NEM stack, so the methodology transfers with calibration. Served for Australian and global institutional clients with ERCOT allocations.
- ERCOT BESS pipeline
- 40+ GW
- ERCOT nodal revenue modelling and scenario analysis
- Interconnection-queue screening with TSP milestone tracking
- Ancillary-services stack modelling (Reg-Up, Reg-Down, ECRS)
- Cross-border portfolio monitoring for institutional investors
Coverage in preparation for sovereign and strategic investors across KSA, UAE, Oman and Jordan.
GCC capital is a top-three source of new equity into Australian and US renewables, and that flow is the connective tissue of our trilateral practice.
- BESS-mandated solar under development
- ~25 GW
- Tender-level technical read on KSA PIF, UAE Masdar/EWEC and Oman programs
- Cross-border revenue modelling against local PPA structures
- Strategic co-investment support for institutional vehicles
- Independent technical read on projects under active negotiation
