Category archives: Investment & Decision Advisory

The discussion around large-scale AI data centers in Europe is accelerating. Gigawatt-scale projects are being announced.Energy capacity is being reserved.Locations are becoming a matter of national strategy. From the outside, the narrative is simple: 👉 AI needs energy — so we build infrastructure to supply it. From a system perspective,…

In many energy, waste, and industrial projects, technical due diligence is treated as a critical milestone. Once completed, it provides a sense of reassurance: the technology has been reviewed, key assumptions have been validated, risks appear identified and documented. From that moment, the project often moves forward with increased confidence….

Over the years, I have repeatedly encountered energy, waste, and industrial projects that were technically correct, professionally designed, and based on proven technologies — yet economically disappointing once they moved into real operation. In most of these cases, the technology itself was not the problem.The systems worked broadly as intended….

In many energy, waste, and industrial investment projects, technical due diligence is treated as a formal checkpoint — a necessary step before moving forward. Calculations are reviewed, technologies are compared, and assumptions are documented. And yet, despite “successful” due diligence processes, projects still struggle once they move into reality. CAPEX…