The mathematics under the products — working papers and technical notes, free to read. The moat is the data, the calibration and the execution, not secrecy about the algorithm.
WP 2026-01Cannibalisation as a Fixed Point — why naive battery-revenue forecasts overstate by 150–440% at 4–10 GW fleets, and the joint fleet–price–dispatch equilibrium that corrects them. The foundation of CECadence.
WP 2026-02The GB BESS Revenue Stack — wholesale energy and the six NESO dynamic-response products co-optimised under one shared power and state-of-charge budget: why the naive stacked sum is not realisable, with a fully reproducible stylised GB case study.
WP 2026-03Stabilised Benders with N-1 Cuts — stabilised cutting-plane masters and embedded N-1 contingency cuts for security-constrained nodal expansion. The single-level foundation of the CENovaSage AFN-B engine.
NOTE 2026-01Training Equals Production — a short note on calibration discipline: models retrained on the same artifacts they serve, keeping calibration drift bounded by what users actually saw.
In preparation
WP 2026-05The Cannibalisation of Flexibility — data-centre demand response priced at the same equilibrium that repriced batteries: what GW-scale flexible load does to the very rents it monetises. September 2026.
WP 2026-06Load Growth and the Un-cannibalisation Ledger — what data-centre demand does to renewable capture rates, and when data centres are the battery fleet's best customer — or its newest competitor. Autumn 2026.
NOTE 2026-02The Graded Record — the pre-registered CECadence backtest record, pass and fail alike, published straight. Autumn 2026.
Technical due diligence? Validation dossiers, benchmark provenance and methodology documents for every product are available under NDA where they aren't already public — ask.