IStrategy & Advisory
Calibrated analysis for specific decisions.
Country surplus assessments, project feasibility, portfolio strategy. Engagement-based.
The difference is whether surplus electricity has somewhere to go. Governments, investors, and operators use the Surplus-to-Structure framework to identify which production chains absorb time-localised abundance — and which assets convert it into water, food, materials, sovereignty, and cash flow.
A single coherent framework (15 cores · 40 modules · 5 clusters) used three ways — discrete strategy engagements, continuous platform access, joint co-development of real assets. Calibrated against twenty-five years of jurisdictional data across NZ, AU, and the Pacific. Two-thirds of the library is jurisdiction-independent; a new country requires re-instantiating five cores.
A scoping conversation is the first step. We will not ship a generic capability deck.
In Q4 2025, 31% of NEM (Australia's wholesale electricity market) intervals priced negatively. Denmark deployed 3 GW (gigawatts) of e-boilers to absorb wind surplus — about a quarter of system peak load. The EU lost an estimated €14 billion in renewable revenue to cannibalisation (renewables undercutting their own market price). Renewable abundance, once a target, is becoming an industrial problem.
The fix isn't more storage or more curtailment (surplus power thrown away). It's redesigning industry to consume electricity when it's abundant and pause when it isn't. The question for governments, investors, and operators is which industries can — and which can't.
Three lines of business, sharing the same model library. Different revenue shapes, sales cycles, and customer expectations — chosen by the operator class and the decision in front of them.
Country surplus assessments, project feasibility, portfolio strategy. Engagement-based.
Licensed access to the model library — universal cores plus calibrated jurisdiction instances. Used by investor analysts, government planners, and grid operators. Documented, API-accessible, with explicit data lineage.
Partnership on specific projects. Framework and structuring on our side; balance sheet on the partner's. Development fee plus carried equity. Multi-year commitments through commissioning and operations.
The framework reads differently depending on who is reading it. Each audience page names the relevant cluster, the typical entry, and the calibrated reference geography closest to that context.
National, regional, opposition. Non-partisan methodology. Defensible against cross-examination.
Renewable IRRs (internal rates of return — investors' expected gains) are being eroded by cannibalisation. Surplus has uplift value where it can be captured.
Replicable first projects in Pacific and emerging markets — climate, resilience, sovereignty modelled together.
Mining, food, manufacturing, TSO/DSO. Energy as both cost line and revenue line.
Research licenses, co-authored studies, methodology audit. Conclusions remain the client's.
Iwi authorities, community trusts, remote settlements. Capability transfer planned and structured.
The framework is structured into universal analytical models (used everywhere unchanged) and jurisdictional instances (calibrated per country). New jurisdictions inherit the universal layer; only five of fifteen cores need country-specific build.
A new country typically takes 12–24 weeks to a first instance.
A scoping conversation is the right first step. An hour to understand the question, then a proposed product — or an honest signal that the framework isn't a fit yet.
A scoping call is free. The first deliverable is fixed-fee.