Precision Over Averages: How Utility-Level Emissions Factors Can Reshape Private Market Decarbonization

Precision Over Averages: How Utility-Level Emissions Factors Can Reshape Private Market Decarbonization co-written with Francisco Partners & Green Project Technologies, introduces the first utility-specific greenhouse gas emissions factor projections for major U.S. electric utilities through 2050, giving private equity firms a far more accurate view of future Scope 2 emissions than traditional regional grid averages.

When scoring the success of past efforts and planning for emissions reduction in the future, our analysis can illuminate with more clarity than before where intervention creates the greatest value – or where value is unknowingly being captured through grid decarbonization alone.

In close partnership with FP and GPT, our research offers a detailed account of how general partners and their portfolio companies can leverage these utility-level insights to strengthen decarbonization planning, improve due diligence, support ESG reporting, and ultimately allocate capital more effectively.

In a sector increasingly demanding decarbonization, and the numbers to back it up, utility-level emissions intelligence is becoming essential infrastructure for private market investors.

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Special thanks to Francisco Partners and Green Project Technologies for co-authoring this article.