Each published analytical note is currently presented as a DG-PFF application, focused on capital-relevant parity and fragility decisions.
Published Notes
HEFA Feedstock Risk: When Cheap Lipids Disappear
Fragility-first DG-PFF SAF analysis quantifying parity collapse risk when low-cost lipid feedstock assumptions fail.
March 8, 2026 · 12 min read
HEFA-SAF Cost Parity vs Fossil Jet: Viability Region Under Feedstock and Credit Constraints
DG-PFF viability-region assessment of when HEFA-SAF can undercut fossil jet under feedstock price and credit constraints.
March 1, 2026 · 14 min read
45V Utilization Risk: When Cheap Power Breaks Clean Hydrogen Parity
Decision-grade analysis of how electrolyzer utilization and power procurement constraints erode clean hydrogen parity under 45V, even with low-cost electricity.
February 8, 2026 · 12 min read
45V Hydrogen Cost Parity: When Clean H2 Beats Grey
Decision-grade TEA showing when clean hydrogen beats grey under 45V rules. Quantifies exact electricity price, capacity factor, and matching thresholds for cost parity.
February 1, 2026 · 15 min read
Forthcoming Notes
Clean Ammonia Cost Parity: When Intermittent Hydrogen Meets Continuous Synthesis
A DG-PFF parity note mapping the temporal parity constraint where variable hydrogen production must align with continuous ammonia synthesis, including conversion penalty, storage buffering, and parity-boundary conditions.
Forthcoming
Clean Ammonia Fragility: When Temporal Mismatch Collapses Viability
A DG-PFF fragility note quantifying temporal incompatibility between variable hydrogen production and continuous Haber-Bosch demand, with buffer limits and collapse-threshold behavior.
Forthcoming