Curtailment, non-firm access and constraint risk, tested independently, before credit approval. Alongside the formal LTA, not instead of.
Sponsor claims reconstructed from public network and queue data. Real, overstated, defensible, or out of date.
Credible adverse scenarios run through the model. Where covenant headroom is robust, where it depends on fragile assumptions.
What the connection terms expose the borrower to. ANM, T/D boundary, queue movement, in risk-allocation language.
Explicit assumption registers, confidence levels. The cases credit committee actually needs.
Queue movement, reinforcement shifts, ANM updates, where the curtailment outlook is changing.
Where the technical case has soft spots. Questions worth pressing before approval.
Is: A focused grid-risk lens for credit committee. Independent challenge, scenario testing, decision-ready translation. Used alongside the lender’s formal technical adviser.
Is not: A replacement for a formal LTA where required. Not a power-system modelling consultancy. Not a regulatory or legal adviser.