Energy transition advisory

From emissions
accounting to
investment-ready
transition plans

Bridging the gap between what companies measure and what they need to decide. Rigorous energy systems modelling translated into clear, asset-level roadmaps.

The gap we close

Commitments without
credible implementation paths

Companies across transport, industry, and energy face an acute challenge: they have disclosed emissions, set net-zero targets, and satisfied reporting frameworks — yet still lack the detailed, asset-level roadmaps that turn those commitments into investment decisions.

The tools used to measure emissions (GHG Protocol, SBTi) are not designed to answer operational questions: which technology to adopt, when to invest, what the financial exposure looks like under different regulatory scenarios.

That is precisely where Transition Modelling Lab operates — between the accountant and the CFO, between the sustainability report and the capex committee.

Where standard consulting falls short
Carbon accounting firms Measure emissions accurately — but don't model technology pathways or investment tradeoffs
Strategy consultancies Frame transition narratives — but lack deep energy systems methodology to stress-test them
Academic/policy research Rigorous modelling — but rarely translated into asset-level, decision-ready outputs
Transition Modelling Lab Energy systems rigour applied to operational realities — modelling that informs actual investment decisions
What we do

Three ways we work
with clients

Every engagement is tailored. We work at the intersection of energy modelling, technology economics, and financial decision-making — adapting depth and scope to your priorities.

01
Decarbonisation pathway analysis

Establish your emissions baseline, build scenario-based decarbonisation trajectories, and understand the technology mix implications of different ambition levels — fleet, site, or corporate-wide.

Scope 1/2/3 baseline Scenario modelling Technology pathways Gap analysis
02
Investment strategy & transition planning

Translate decarbonisation pathways into prioritised investment roadmaps: technology viability by segment, capex and opex profiles, uncertainty analysis, and marginal abatement cost curves.

OSeMOSYS / TIMES Financial modelling MACC analysis Risk scenarios
03
Transition risk for investors & institutions

Asset-level and portfolio transition risk assessment for financial institutions and development banks — linking energy system scenarios to credit exposure, stranded asset risk, and investment strategy.

TCFD-aligned Portfolio screening Stranded asset risk NDC alignment
Our approach

Modelling that connects
science to decisions

We use open, reproducible energy systems frameworks — OSeMOSYS, PyPSA, TIMES — adapted to the operational realities of each client. The output is not just a report; it is a decision tool.

Every engagement is tailored. We work at the intersection of energy modelling, technology economics, climate policies, and financial decision-making — adapting depth and scope to your priorities.

Phase 01

Baseline & diagnostic

Emission inventory from activity data, technology characterisation, and reference scenario construction. Identifies the gap between current trajectory and climate-aligned pathways.

GHG Protocol SBTi alignment Emission factors
Phase 02

Technology pathway modelling

Multi-technology comparison across operational segments using energy optimisation models. Evaluates viability, cost, and emission performance under multiple scenarios.

OSeMOSYS TIMES Scenario analysis
Phase 03

Financial integration

Translation of physical pathways into capex/opex profiles, investment sequencing, and marginal abatement cost curves. Uncertainty ranges around energy prices, technology costs, and regulation.

Capex/opex modelling MACC curves Sensitivity analysis
Phase 04

Investment roadmap

Prioritised, actionable recommendations: what to invest in, where, and when — with the analytical backing to present to boards, investors, and regulators.

Decision support Board-ready outputs Regulatory alignment
Track record

Two decades of applied modelling
across governments and institutions

Our founder, Baltazar Solano Rodríguez, has spent over 20 years building, applying, and leading energy systems modelling at the intersection of policy, finance, and corporate strategy. This is not advisory built on frameworks alone — it is grounded in methodology developed at UCL, applied to live government decisions, and tested with financial institutions managing real transition risk.

Climate Analytics Energy Systems Lead
University College London Senior Research Fellow, 10 years
Danish Energy Agency Systems Modelling Lead
Baringa / BlackRock Transition Risk Modelling
UK National Nuclear Laboratory Systems Modelling
Inter-American Development Bank Oil & Gas Transition Risk
Policy · Mexico
National decarbonisation pathways for climate strategy update

TIMES-based modelling of Mexico's energy system for the Ministry of Energy in collaboration with UNAM — underpinning the national NDC update.

Danish Energy Agency / SENER — 2022–2023
Finance · Latin America
Transition risk for oil & gas assets

Asset-level modelling of oil production and fiscal revenue implications under climate scenarios across Latin America and the Caribbean, leading the Inter-American Development Bank to update their oil and gas investment strategy in the region.

Inter-American Development Bank — 2021
Finance · Global
Carbon intensity of oil and gas production

Assessed carbon intensity metrics and their implications for transition risk, asset stranding, and investment decision-making in the oil and gas sector, combining sector review with quantitative modelling.

HSBC — 2021
Finance · Global
Global transition risk model for investment portfolios

Sectoral transition risk modelling for BlackRock — enhancing capability to assess climate-related risks across asset classes and geographies.

Baringa / BlackRock — 2022–2023
Policy · Panama & LatAm
NDC decarbonisation pathways & Climate Action Tracker

LEAP-based modelling for Panama's NDC. Core contributor to Climate Action Tracker and National Pathways Explorer — benchmarking global climate action.

Climate Analytics — 2025–present
Policy · UK & EU
National energy system models for climate policy

National and regional energy system models for climate policy — UK MARKAL modelling for the 4th Carbon Budget and TIMES model development to assess EU climate policies.

UCL / Ricardo AEA — 2010–2021

Let's talk about
your transition

Whether you are a company mapping your first decarbonisation pathway, an investor assessing transition risk, or an institution shaping national climate policy — we can help you go from measurement to decision.

Phone +44 7789 668 209
Location Berlin, Germany
Languages English · Spanish