Investment Research

Create materiality filter system for uncertainties Enable mass updates for carbon pricing Implement curve builder functionality Add ability to revert changes Include warning system for assumption ranges

enabling easier adjustments to the MACC by allowing users to apply global carbon prices or adjust line items directly on the curve, similar to how one might use Excel. This will allow for more flexible scenario planning, such as creating and saving custom scenarios beyond the predefined optimistic, conservative, and baseline scenarios.

It's unusual to go from assets to an aggreated view like we have currently. We should have the aggreated view, then allow them to click in. Also we are only aggraeting financials but we need to aggreate everything else also(solutions, etc).

Requirement Title: Visualize Scenario-Based Deltas Detailed Description: • Add a scenario analysis view that compares: • System-generated plans (baseline, optimistic, pessimistic). • Client-stated plans (tagged using the solution tagging feature). • Display deltas for: • Emissions reductions. • Cost impacts (CapEx, OpEx). • Timeline implications. • Include a toggle to aggregate data at the company level (e.g., total emissions reduction) or show individual asset contributions.

Requirement Title: Integrate Bloomberg Financial Data Detailed Description: • Pull and aggregate Bloomberg financial data into the system for all assets. • Display financial insights such as: • Revenue impact. • ROI for decarbonization solutions. • Long-term financial projections. • Provide an aggregated company-level financial summary that includes: • Total emissions reductions. • Financial performance metrics for all solutions.

Requirement Title: Add Geographic Constraints for Location-Sensitive Technologies for solution analysis Detailed Description: • Add a geographic feasibility layer for solutions like Carbon Capture and Storage (CCS). • Example: Assess if geological conditions in a given region support CCS. • Integrate data for location-dependent constraints, such as: • Geological conditions for CCS. • Solar irradiance data for solar panels. • Proximity to storage facilities or disposal sites for captured carbon. • Display feasibility insights as tooltips or flags in the asset-level view. • Build a backend function to cross-reference asset location with a feasibility database (e.g., geological maps).

Requirement Title: Compare Client Solutions with System-Generated Models as well as enable users to create their own custom solutions grouping Detailed Description: • Add a solution tagging feature that lets users: • Select client-provided decarbonization plans. • Tag them with custom labels (e.g., “Proposed Plan A”). • Create a comparison module that: • Highlights differences between tagged solutions and system-generated alternatives. • Shows delta values for emissions reductions, efficiency, and costs. • Allow users to adjust efficiency assumptions for client-tagged solutions, with immediate visual updates in reports.

Detailed Description: • Add functionality to optimize decarbonization plans based on user-defined constraints: • Supported Constraints: CapEx (total available budget for solutions). OpEx (operational cost limits). • Emissions reductions (target reductions, e.g., 50% by 2030). • Timeline (e.g., solutions to be implemented within 5 years). • Add a constraint input field in the dashboard where users can: • Enter numerical values for each constraint. • View optimized results in real-time. • Visualize trade-offs using: • A dynamic bar chart showing how each constraint impacts overall results. • A “what-if” slider to test different constraint scenarios.

Detailed Description: • Introduce a scenario modeling toggle for optimistic, baseline, and pessimistic assumptions. • Example: Efficiency of carbon capture could vary between 20% (pessimistic) and 40% (optimistic). • Add default ranges for key technologies (e.g., CCS, renewable diesel) and allow users to: • Adjust ranges manually within predefined limits. • View the impact of these adjustments on emissions reductions, CapEx, and OpEx. • Separate risks into two categories: • Market Risk (e.g., oil price volatility, carbon pricing changes). • Technology Risk (e.g., variability in CCS effectiveness, solar panel efficiency). • Display results as a comparison chart, showing the difference between scenarios.

Detailed Description: • Refactor the existing dashboard to address user feedback and known bugs. • New Feature: Add a company-level aggregated view that consolidates: • Decarbonization pathways for all assets combined (e.g., total emissions reduction from multiple assets). • Aggregated financial impact (CapEx, OpEx, ROI, etc.). • Integrate an interactive wedge diagram that: • Displays decarbonization contributions from individual solutions. • Allows users to filter data by asset or solution. • Maintain consistency in design across asset-level and company-level views. • Ensure wedge diagrams update dynamically when new solutions are selected or assumptions are adjusted.