Flagship ReportClimate, Environment & Resources
The Energy Transition: Investment, Policy and Climate-Technology Markets
Diego Salgado Fuentes, Leila Haddad
For…
Independent evidence for capital decisions
We provide investors and financial institutions with commercial due diligence and market evidence tested against primary sources — market attractiveness, competitive position and growth assumptions weighed on their merits, not accepted from management materials alone.
What you can rely on
How we work with you
- 01
Market attractiveness and growth assumptions tested against independent evidence.
- 02
Customer reference calls and concentration analysis that pressure-test the investment thesis.
- 03
A clearly flagged summary of risks, delivered to the timeline an investment process requires.
We report findings as evidenced, including where they diverge from management's projections; the report's value to an investment committee depends on that independence.
Research areas
Where our current work speaks to you
The programmes whose ongoing studies bear most directly on your decisions.
Selected publications
A short reading list for you
Current analysis drawn from across our library — every report states its methods, data and funding.
- Flagship Report
Market StudyMarkets & Industry
Semiconductors and Critical Supply Chains: Geoeconomics and Market Structure
Owen Fitzgerald Marsh, Anh Thi Pham
Market StudyEconomics & Development
Financial Technology and Inclusion in Emerging Markets
Ingrid Solberg Halvorsen, Karolina Nowak-Dubois
Sector ReportEconomics & Development
Sustainable Infrastructure: Investment Readiness and Delivery
Leila Haddad, Mikhail Turov
Commissioned research
Services built around your questions
Commissioned studies delivered with documented methods, explicit assumptions and sources shown in full.
Work with us
Start a conversation
Tell us what you are deciding, and we will tell you honestly what the evidence can and cannot support.