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.

The Future of American Steel

Published, 2026

Client: Ceres

A facility-level techno-economic study of decarbonization pathways for the US steel sector, built on IndustryPath. It pairs plant-level technology and cost modeling with regional case studies and stakeholder convenings to test where and how near-zero steelmaking can realistically scale. Published by Ceres in August 2026 as Smarter, Leaner, Cleaner: Direct Reduced Iron and the Future of American Steel.

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Nuclear Fuel-Cycle Supply-Chain Modeling

Active, 2026

Client: Good Energy Collective

Supply-chain modeling of the nuclear fuel cycle, from mining and conversion through enrichment and fabrication to the reactor fleet, built to find where capacity constraints bind first under accelerated advanced-nuclear deployment.

Funder Published at

Guidelines for Decarbonizing Industry in Time to Meet Global Climate Goals

Published, 2026

Client: European Climate Foundation (Pooled Fund on International Energy) · Published at Columbia CGEP

Contributing analytical work to a multi-author industrial-decarbonization rate study, funded by the European Climate Foundation and published at Columbia CGEP.

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Engagement 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.

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Organizations we've worked with

Through Subtext Systems and in prior roles.