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// Analytical Notes

Analytical Notes

Independent research on TEA/LCA methods and modeling decisions, published for transparency. Each note applies the Decision-Grade Parity-Fragility Framework to a capital-relevant question.

Cross-DomainDG-PFF

The Utilization Ceiling: Why Intermittent Power Breaks Industrial Scale Economics

DG-PFF note on utilization ceilings, temporal mismatch, and capital-efficiency collapse under intermittent power at industrial scale.

Apr 10, 2026 · 9 min read
AmmoniaDG-PFF

Clean Ammonia Fragility: When Temporal Mismatch Collapses Viability

DG-PFF fragility note for clean ammonia showing how temporal mismatch and utilization erosion can invalidate parity-positive cases.

Apr 8, 2026 · 11 min read
AmmoniaDG-PFF

Clean Ammonia Cost Parity: When Intermittent Hydrogen Meets Continuous Synthesis

DG-PFF parity note for clean ammonia quantifying cost-threshold conditions under intermittent hydrogen and continuous Haber-Bosch synthesis.

Apr 1, 2026 · 10 min read
SAFDG-PFF

HEFA Feedstock Risk: When Cheap Lipids Disappear

Fragility-first DG-PFF SAF analysis quantifying parity collapse risk when low-cost lipid feedstock assumptions fail.

Mar 8, 2026 · 12 min read
SAFDG-PFF

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.

Mar 1, 2026 · 14 min read
HydrogenDG-PFF

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.

Feb 8, 2026 · 12 min read
HydrogenDG-PFF

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.

Feb 1, 2026 · 15 min read

Each published analytical note is presented as a DG-PFF application, focused on capital-relevant parity and fragility decisions.