Methodology

Every read runs through five lenses. Each one closes a specific risk — so the judgment you get is backed, not asserted.

A method you can audit before you commit is a risk you can price.

01

Technical

Does the number survive real conditions? I check performance claims against load, temperature, and cycle life — where they hold, and where they're conditional.

02

Patent

Who really owns the approach? Public filings show a supplier's true technical position — and where freedom-to-operate risk sits.

03

Supply chain

Where does it actually bottleneck? I trace who makes the critical input, and how concentrated — and fragile — that supply is.

04

Policy

What could a rule change strand? Standards, subsidies, and regulation can reprice a supplier overnight. I flag what's coming, and who it hits.

05

Market

Do the economics hold? Cost curve and customer structure decide whether a story is a business or a pitch.

What to expect

A written read-out — not a verbal hand-wave.

Scope, timeline, and what's in and out — agreed before we start.

Sources you can check yourself.

Straight answers — including "not yet known" when that's the honest read.

Illustrative — how a read comes together

A buyer needed to confirm a supplier's fast-charge cycle-life claim before signing. Run through the technical and policy lenses, the lab number turned out to be measured under a gentler condition than the buyer's real duty cycle — and a new GB safety rule changed which pack version was even compliant. The read-out: two things to renegotiate before the PO.

Anonymized client cases added as engagements complete.