Work
Selected engagements delivered under Subtext Systems, founded 2025. The prior 20-year research and consulting practice that informs this work is summarized on the About page.
US steel sector analysis
Active, 2026Client: Ceres
Current engagement for Ceres on US steel sector decarbonization. Full report forthcoming.
Guidelines for Decarbonizing Industry in Time to Meet Global Climate Goals
Published, 2026Client: European Climate Foundation (Pooled Fund on International Energy) · Published at Columbia CGEP
Contributing analytical work for a multi-author industrial-decarbonization rate study, drawing on facility-level and multi-sector transition analysis. Published at Columbia Center on Global Energy Policy.
Read the GuidelinesMethodology
Facility-level techno-economic analysis at Subtext Systems is delivered through the IndustryPath modeling framework, which evolved from the SteelPath platform developed through prior research and consulting engagements. IndustryPath is explicit about what it optimizes, ignores, and treats as uncertain — methodology transparency is a Subtext operating principle.
About the IndustryPath frameworkEngagement shapes
Subtext Systems typically engages through:
Scoping studies
4–6 weeks. Frame a question, assess feasibility, recommend an analytical approach.
Full techno-economic analyses
3–4 months. Facility-level modeling, scenario exploration, and stakeholder-validated synthesis.
Commissioned model extensions
Variable duration. Region- or sector-specific extensions of the IndustryPath framework.