LENS

Know what will really get built.

Markets are full of announced supply. Much of it arrives late, smaller than promised, or never. LENS shows what is really coming, and updates as the evidence changes.

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Plans are not supply.

Across US power, plans for the following year missed by an average of 15.8 GW. LENS missed by 4.5 GW.

Plans15.8 GW

LENS4.5 GW

Two markets. One engine.

LENS US Power

What will really come online and retire across US generation, and who it affects.

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LENS RE Supply

Which rare-earth supply outside China will really arrive, from mine to magnet.

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Built to be checked.

Odds, not promises.

A clear probability on what delivers, and when.

No hindsight.

See exactly what was known on any past date, and test it against your own models.

On the record.

Forecasts are locked in before the outcome is known, then scored when it arrives.

Made for investment teams

For equity, macro and commodity teams, traders and lenders. Delivered directly into your data environment.

See what LENS can show your team.

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Historical test results do not guarantee future accuracy. LENS is information, not investment advice.