00Insight

Research notes and commentary

Our thinking on viability, capital, and the sectors we cover, from natural resources to AI infrastructure and real estate.

14 July 2026 · Strategy
One discipline, many sectors
A mine, a data centre, and a property scheme look nothing alike. The questions that decide whether they get funded are almost identical.
2 min read
8 June 2026 · Capital
What makes a resource project fundable
Grade and size open the conversation. They rarely close it. The things that decide whether a project attracts capital sit further down.
2 min read
1 June 2026 · Funding
Debt funding across the project lifecycle
Exploration and production are different propositions, and the capital that suits one rarely suits the other.
1 min read
25 May 2026 · Research
Why independent analysis pays for itself
The cheapest analysis is the one that stops you spending on a project that was never going to work.
1 min read