Alpha & Acre Research

Independent macro research — United States · South Korea · Australia. Infrastructure · Monetary Policy · Cross-Asset Transmission.

Australia

The Australian Grid Dilemma

How Renewable Oversupply, Regulatory Capital Failure, and Korean Transformer Backlogs Are Producing a Structural Grid Crisis in Australia's National Electricity Market

Korea

The Hidden Powerhouse

How South Korea's Substation Technology is Wiring the US Grid — A Macro Anatomy of Structural Oligopoly and Margin Expansion in the 765kV Supply Chain

See all