Social and political risk, decoded — from the team that reads it for a living.
Permitting
We conducted due diligence on approximately 12 GW of projects this year. Here is what we learned — about the death of the "uninformed NIMBY," the General Fund black hole, inherited distrust, BESS as the new third rail, and where the culture war actually ends.
State-Level Incentives
Federal incentives are disappearing, but states are stepping up. The Tier 1 and Tier 2 markets where clean energy development still pencils — and why local dynamics decide the rest.
Social License
Two neighboring Louisiana parishes — same soil, same river, same agricultural economy — and opposite answers to solar. What the divergence teaches about social license.
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