SEC/03 · Sector
Industrial Operators & Reshoring
Energy as a competitive surface — not a line item.
Audience
Manufacturers, EV/battery, semiconductor, cold storage, logistics.
For energy-intensive operators, electricity is no longer a back-office cost. We translate tariff, demand-charge, and procurement complexity into competitive advantage and capital strategy.
%/MWh
exposure delta vs. peer benchmark
Multi-year
rate case and IRP forward visibility
Per-site
mitigation playbooks
The Problems
What you are actually solving for.
P/01
Tariff drift
Forward rate trajectory and demand-charge architecture across multi-site footprints.
P/02
Site selection
Power-first siting for greenfield reshoring — the difference between 12 months and 5 years to operate.
P/03
On-site generation
Solar, storage, CHP, and behind-the-meter economics under current incentive geography.
P/04
Procurement strategy
PPA, retail choice, hedging, and tariff election strategy across portfolios.
Process
How the engagement runs.
01 / Diagnose
Audit current rate exposure across the footprint.
02 / Map
Identify mitigation levers, on-site optionality, procurement alternatives.
03 / Strategize
Multi-year posture aligned with capex and operations plans.
04 / Monitor
Optional standing oversight on rate cases, IRPs, and incentive shifts.
Deliverables
What you receive.
- — Portfolio energy strategy memo
- — Site-level exposure scorecards
- — Greenfield siting pack
- — Procurement options analysis
Engagement Model:
Annual diagnostic, project-based site selection, or standing portfolio advisor.
Position capital before the next cycle moves.