Insights
Considered commentary, published sparingly.
Aurora publishes research where we believe we have something specific and defensible to contribute. Notes reflect the views of the partnership at the date of publication and are not advice or recommendations.
Compute as regulated utility: what changes when sovereignty enters the underwriting
Sovereign workload requirements alter tenancy risk, contract tenor and residual value in ways that conventional data-centre underwriting does not capture.
Full note available to registered investorsFirming is the asset: rethinking the economics of the transition
Generation is increasingly commoditised. The durable economics sit with firming, storage and grid-adjacent capability where scarcity persists.
Full note available to registered investorsCovenant architecture in a higher-for-longer environment
Structural protection, not spread, determines outcomes when refinancing conditions tighten. A framework for covenant design against real assets.
Full note available to registered investorsDuration matching for institutional real asset mandates
Liquidity mismatch remains the principal avoidable failure mode in private markets allocation. A practical approach to duration discipline.
Full note available to registered investorsThe auditable investment decision
Why documented determination — including recorded dissent — improves both decision quality and investor confidence.
Full note available to registered investorsMidstream, not mine gate: where supply-chain security is actually built
Processing capacity, not resource endowment, is the binding constraint in critical minerals supply chains.
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