Renewable Energy & Carbon Markets Advisory
We produce accurate, real mark-to-market valuations — not theoretical ones. Our valuations can be transacted in the marketplace.
What we do
Alpha Inception has been deeply involved in carbon and renewable energy markets as they emerged from regulatory concept to full-fledged commodity markets — one of the longest track records of any advisory firm in the space.
01
Fundamental modeling, price forecasting and market analysis to inform commodity procurement or monetization. Supply/demand models built through 2030 with forward price forecasts through 2040, updated quarterly.
02
Capacity tolling, PPAs, bridge PPAs, forward-starting PPAs, pre-pays, embedded financing structures and revenue puts. Structures that manage cash-flow risk out through ten years.
03
PPA structuring and asset tolling valuation, including for IRS tax equity opinions. Proprietary models built for wind, solar, CCGT, battery storage, carbon CCS/DAC and green hydrogen.
And delivery support once the deal is done — project and program management, construction coordination, facilities readiness and operational excellence for the assets behind the structure.
“The Alpha Inception advantage is that we produce accurate and real MTM valuations not just theoretical valuations. Our valuations can be transacted in the marketplace.”
AI at Alpha Inception
We have spent the last two years bringing AI into every aspect of how we work — building our own tools and agents for research, analysis, drafting and verification, with people accountable for every conclusion. Over the past year Alpha Inception has filed 39 U.S. patent applications, with a 40th to be filed this month, mostly in AI, including methods that improve business-process flow and accuracy.
Checks every verifiable claim in a document against an authoritative source, corrects what is wrong, flags what cannot be verified, and returns an audit trail. Now rolling out.
Our draft response to California Executive Order N-9-26 on frontier AI models is open for public comment, with the full analysis published alongside it.
We help teams bring AI into their workflows safely — where it helps, where it does not, and how to keep accuracy and accountability while improving productivity.
Complimentary
A free one-hour discussion of the U.S. and Canadian carbon and clean-fuel markets and our views on how prices may develop through 2030.
A free one-hour session on how to integrate AI into your workflows safely, with practical steps to improve efficiency and productivity.
The weekly monitoring service five clients use today, on a free four-week trial.
Consultations are general discussions, not investment, trading or legal advice.
Who you work with
Founder · Salt Lake City, Utah
25+ years in commodity structuring and origination with Macquarie, Goldman Sachs, Duke Energy and Iberdrola Renewables. PPA and hedge valuation, carbon and renewable markets, desk build-out.
Partner, Project Delivery & Operations Excellence · Calgary, Alberta
25+ years delivering capital, facilities and infrastructure projects for energy, government and private clients, including eleven years in management roles at Suncor Energy.
Coverage
We cover the primary compliance and voluntary markets directly, and actively follow the secondary markets that interact with them.
Relationships
Some of our historical clients and relationships across the industry include:
Along with many other leading developers and energy firms. References available on request.
Every engagement starts with a complimentary one-hour discussion — no obligation, no pitch deck. Tell us what you're holding and what's worrying you. Contact Andre or Patrick directly.