Each published analytical note is currently presented as a DG-PFF application, focused on capital-relevant parity and fragility decisions.
Published Notes
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.
April 10, 2026 · 9 min read
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.
April 8, 2026 · 11 min read
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.
April 1, 2026 · 10 min read
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