Sustainable fuels and chemicals advisory
Independent, first‑principles advisory for the energy transition
Drawing on first‑principles engineering, scientific rigor, market economics and our proven expertise in SAF, hydrogen, ammonia and e‑methanol, we provide evidence‑based insight and analysis to accelerate decisions, de-risk investments and deliver climate-aligned, commercially robust outcomes.
We partner with private capital, developers, the public sector and multilaterals as a trusted independent advisor to shape resilient, bankable and scalable pathways in sustainable fuels and chemicals.
Your challenge
The drive to decarbonise aviation, shipping, chemicals and heavy industry is intensifying. Yet scaling low-carbon fuels and chemical production remains complex:
· Technology readiness: Many production pathways and technologies are emerging or not yet proven at scale.
· Supply chain maturity: Projects face constraints around feedstock access, equipment deployment and engineering, procurement and construction (EPC) capability.
· Market and regulatory alignment: Demand signals are growing but offtake certainty, carbon pricing and mandates vary by region.
· Capital requirements and bankability: Developers and financiers need evidence-based pathways to de-risk projects and structure investments.
We address these challenges with impartial, outcome‑focused advice grounded in first‑principles analysis – across strategy, transactions, technology and delivery.
Solutions for your business
We support private equity, infrastructure funds and strategic investors through the full transaction cycle:
- Technical, commercial and environmental due diligence on SAF, hydrogen and derivatives, and circular economy platforms
- Climate technologies diligence (Series A–E): fundamentals‑led evaluation of pilot/demo data, scale‑up and delivery risk, unit economics, IP position and bankability
- Bankability assessments and risk benchmarking
- Joint venture and partnership structuring
- Post-deal transition and integration support
From feasibility to final investment decision, we bring market‑tested expertise grounded in first‑principles thinking:
- Route-to-market and regulatory alignment
- Market sizing and demand scenario modelling
- Pricing forecasts
- Scale-up planning, offtake strategy and cost curve benchmarking
- Bankable business case and project-finance modelling
- Support to secure grant funding and private capital
We deliver robust, transparent techno‑economic and dynamic Power-to-X (PtX) models built from first principles to inform key decisions:
- Whole‑system, fundamentals‑based design from renewable energy to end‑use fuel (mass & energy balances, reaction kinetics and unit operations)
- Hourly yield, dispatch and cost outputs (LCOH, LCOA, LCOE, LCOX)
- Technology, siting and operational sensitivity analysis
- Structured scenario and investment case testing
Our vendor‑neutral value chain insight spans from renewables and electrolysis to ammonia, methanol and fuels:
- Full value chain configuration and infrastructure planning
- Concept select to FEED: bankable feasibility, basic design package, pre-FEED and FEED.
- Decarbonisation opportunity screening and emissions baselining
- Permitting strategy, risk assessment, and stakeholder/regulator mapping
Our advantage
We combine strategic clarity with first‑principles engineering and a delivery mindset, bringing impartial, technology‑agnostic analysis to every mandate:
· Track record and scale: Decades in energy and chemicals advisory delivering sustainable fuels and advanced energy projects from strategy to commercial operation worldwide.
· First of a kind to next of a kind track record: independent diligence, bankability assessment and scale up support for climate technologies and large-scale assets, including M&A and project finance.
· People and domain depth: Multidisciplinary team of former industry executives, chemical engineers, financial modellers and policy specialists, with in house experts in sustainable aviation fuel, green hydrogen, ammonia, renewable methanol and circular carbon.
· Methods and tools: Transparent, data led work built on first-principles process simulations (e.g. dynamic power to X), scenario and carbon market models, techno economic analysis, life cycle assessment, robust benchmarking and proprietary data.
· Independence and trust: No bias toward equipment suppliers or engineering contractors; trusted by governments, multilateral development banks, developers and investors to find the best fit solution.
· Delivery and reach: Support from concept and due diligence through investment decision, commissioning and post transaction support, with global experience across Europe, the United States, Asia Pacific, the Middle East and Africa, with strategies tailored to local supply chains.
Case studies
Our experts
Supporting clients in the integration of policy, strategy and technology for sustainable fuels.
