Deployable, Financeable, Auditable

Executive summary preview

The strongest energy openings are in making projects deployable, financeable and auditable, rather than building another broad energy platform.

Low-carbon steam contracts are the clearest Index-backed opportunity; several other niches rest on Korim's proprietary hypotheses and need validating.

The map brings together industrial heat contracts, connection feasibility, power procurement, reporting readiness and claims assurance. Builders and consultants should test a focused engagement against a real site, contract or control requirement before committing to a broad platform.

Key findings

• Heat purchase agreements can let manufacturers replace gas boilers without upfront capital: the commercial offer is the contract, not just the equipment.
• Grid connection capacity and timing determine what a site can electrify or build.
• Claims assurance and data-centre reporting create openings for evidence-led services.
• Several grid, procurement and equipment-risk opportunities remain proprietary hypotheses; public evidence supports the direction, not a confirmed mandate.

Research figures

2 in 3

units of industrial energy demand are heat

1,700 GW

of renewables waiting for grid connection

22.5 GW

of US data-centre demand behind the meter by 2030

The opportunity map: energy

1. Low-carbon steam contracts
2. Grid-connection feasibility
3. Behind-the-meter procurement

7 more items fully covered in the report.

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