Economics · Energy · Public Policy

Different claims.
A common measure.

Independent analysis of economics, energy and public policy, grounded in evidence, transparent assumptions and the practical constraints that shape real-world outcomes.

Measure first. Interpret second. Establish the numbers, identify the constraints, test the economics and then form a view.

Analytical approach

Start with what can be measured, not with the preferred narrative.

01

What are the numbers?

Supply, demand, costs, prices, returns, physical quantities and observable outcomes.

02

What are the constraints?

Geology, technology, infrastructure, capital, institutions, policy and time.

03

What are the economics?

Cost curves, cash flows, investment returns, incentives, trade-offs and opportunity costs.

04

What follows?

The implications for markets, companies, investors, governments and public policy.

Areas of inquiry

Research focused on consequential questions where evidence can narrow the argument.

Energy & Resources

Oil, gas, LNG, power, energy security, resource economics and the evolution of energy systems.

Economics & Investment

Project economics, cost competitiveness, corporate finance, capital allocation and portfolio resilience.

Transition & Technology

Renewables, nuclear, hydrogen, ammonia, carbon capture, storage and emerging energy technologies.

Policy & Political Economy

Industrial policy, trade, geopolitics, regulation and the interaction between markets and governments.

Latest analysis

Research notes and quantitative analysis.

Analysis
Coming soon

First publication

Quantitative analysis with explicit assumptions, source trail and methodology.

In preparation
Research note
Coming soon

Research notes

Shorter examinations of markets, technologies, policy questions and emerging evidence.

In preparation
Methods
Coming soon

Methods & data

Selected assumptions, calculations, public datasets and analytical tools supporting published work.

In preparation

Publication principles

Evidence should be inspectable.

Common Measure aims to make the chain from evidence to conclusion visible. Where practical, published work identifies its assumptions, sources, uncertainties and limitations rather than hiding them behind a headline conclusion.

  1. 01
    Evidence before narrative.
  2. 02
    Quantification where possible.
  3. 03
    Assumptions made explicit.
  4. 04
    Alternatives compared on a consistent basis.
  5. 05
    Uncertainty and limitations acknowledged.
  6. 06
    Conclusions open to revision as evidence changes.

The Common Measure

Quantify the proposition. Identify the constraints. Test the economics. Examine the alternatives. Then form a view.

Different technologies, projects, policies and market claims become more useful when they are put onto a comparable basis.