InfraLinea — Strategic Clarity for the Energy Transition

The Problem

Transmission infrastructure decisions are made through fragmented workflows.

Public authorities must balance energy security, system resilience, clean-energy deployment and affordability. Yet each priority is assessed through fragmented processes, siloed modelling teams and disconnected regulatory cycles.

Without a unified view of need, risk and timing, strategic clarity weakens, decisions slow, and market confidence erodes.

This raises the cost of capital and delays critical infrastructure.

£0.0bnAdded system cost from a one-year UK transmission development delay

£0.0bnAdded system cost from a two-year development delay

£0.0bnAdded system cost from a three-year development delay

Source: NESO Beyond 2030 analysis of the UK electricity transmission system. These costs are passed directly onto consumer household bills.

The Proposition

From “where could infrastructure be built?” to “where should it be built and what's the investment case?”

InfraLinea has been developed to improve how infrastructure is prioritised, designed, sequenced and brought to market by combining system need, spatial feasibility, delivery risk, procurement design, commercial viability and economic impact in one decision-support environment.

The mission is to equip governments, public-interest actors and capital deployers with a more credible, transparent and decision-ready evidence base for strategic infrastructure planning.

The Platform

Six analytical engines to drive strategic clarity.

InfraLinea connects a stochastic route-planner, a commercial and regulatory financial model, an economic growth model and a competitive procurement engine into a single decision-support workflow.

System Need

Turns future energy supply and demand pathways into a clear view of where capacity, resilience, reliability or decarbonisation need is likely to emerge.

Routing & Consenting

Stochastic route planning identifies which corridors, connections or configurations are the most technically and environmentally credible.

Delivery Risk

Assesses the environmental, planning, land, community, construction and programme risk profile of each option.

Regulatory & Competition Eligibility

Determines whether an asset is likely to be eligible or attractive for competitive procurement, and which regulatory pathway applies.

Commercial & Investment Economics

Builds the CAPEX, OPEX, revenue mechanism, DCF, NPV, IRR and downside cases behind every option, with full sensitivity analysis.

Economic Growth & Cost of Delay

Quantifies GVA uplift, job creation, levelling-up impact and the economic cost of deferring critical infrastructure.

This single interface provides strategic clarity at individual transmission-solution level.

Who It's For

A market-shaping platform, built for both sides of the market

InfraLinea drives market making by working across both the capital deployment side, and the market-design side.

Market-Design Side

Governments & Regulators

A primary evidence base for long-term infrastructure strategy and market development.

A prioritised, evidence-led view of where capacity, resilience or decarbonisation need will emerge, and over what timeframe.
A comparative view of competing infrastructure options, making trade-offs between decarbonisation, affordability, security and deliverability explicit.
Scenario testing of how the pipeline shifts under different policy, demand or technology assumptions.
Assessment of which projects are suitable for competitive procurement — and which regulatory or commercial route fits best.
A shared, transparent evidence base that departments, regulators and delivery bodies can reference consistently.
A clear, explainable rationale for why particular projects are prioritised — sharable with ministers, oversight bodies and communities.

Capital Side

Investors

A ranked list of investable opportunities, built from your own mandate.

Select a target market, investment size, return threshold, asset class and risk profile — and receive a ranked list of investable opportunities.
Indicative CAPEX/OPEX, delivery timeline, revenue mechanism, and base-case and downside DCF outputs for every opportunity.
Indicative equity IRR, project NPV, and sensitivity to CAPEX, WACC, construction timing and indexation.
Environmental, planning, land and community constraints, alongside competition suitability and market-appetite indicators.
A geographic Competition Opportunity Map, ranking zones by need, feasibility, economics and competition suitability.
The factors most likely to improve or undermine the investment case, including alignment to government and regulator objectives.

Incumbent Delivery

Transmission Owners

Portfolio-level visibility on where the market is moving next.

Understand where competitors, new procurement models or alternative delivery structures could affect your future investment portfolio.
Support for early-stage option development and strategic route assessment.
Market intelligence and benchmarking against emerging competitive delivery models.

Advisory

Consulting Firms

A reusable analytical foundation built for client delivery.

A reusable analytical foundation that increases the speed, consistency and quality of client outputs.
Delivery of higher-quality analysis without expanding modelling teams.
Consistent assumptions and benchmarks across every engagement.

Origination

Developers

Clarity on where and when projects are deliverable.

Understand where to originate projects and when they are most likely to be deliverable.
A view of where transmission capacity is likely to emerge and where reinforcement is planned.
Visibility of where constraints are likely to persist across the pipeline.