Section 1
Portfolio transition planning
Thermal generation assets face shortening economic lives as carbon costs, financing conditions, and offtake preferences change, while renewable and storage assets compete for the capital those plants generate. Transition planning addresses the resulting sequencing problem: which assets to run, retrofit, repurpose or retire, in what order, and how the sequence is funded.
Cognitud models retire/retrofit/repurpose/run economics per asset under defined carbon-price, demand and policy scenarios, with financing and offtake assumptions stated explicitly. Physical and transition climate risks are assessed at the same level — hazard exposure, asset vulnerability and financial impact — so the transition plan and the climate-risk disclosure derive from a single model. Outputs are structured as a capital sequence with decision gates, suitable for board approval and lender presentation.
For energy-intensive corporates (as distinct from generators), the same methods are applied to captive generation, power sourcing, and electrification decisions; this work is described on the Energy Transition solution page.
Service Lines
Asset transition economics
NPV analysis per asset under retire/retrofit/repurpose/run options; scenario and sensitivity analysis.
Climate risk assessment
Physical and transition risk quantification mapped to financial exposure at asset level.
Capital sequencing
Investment plan with decision gates; funding-source mapping; portfolio governance design.
Scenario analysis
Carbon price, demand and policy pathway modelling; assumption documentation for audit and disclosure use.


