Studies

Studies in markets and public policy.

The Australian data centre study is published with its data explorer, and the Firmus valuation analysis with its model. The proposed programme extends into infrastructure delivery, empirical asset modelling, industrial markets and spatial analysis. A proposed study states its research question and intended outputs, and carries no findings.

The work, in the open

Published studies

The Australian data centre industry primer with its data explorer, and the analysis of the withdrawn Firmus offer with its valuation model. Both are free to read, without registration.

Cover of the inashanu Australian data centre industry primer, with two of its exhibit pages behind it

Published study

Australian data centres, sized project by project to 2030.

The primer examines market definitions, operators, power, financing and the assumptions behind the 2030 capacity cases.

Read the study

The Firmus analysis: its short answer page, showing what each price required against what the projects imply, with the cover and the requirement grid behind it

Published analysis

Company valuation

Firmus at A$11.
What the IPO price required.

The withdrawn offer, read against its own record: the revenue per megawatt, capacity and funding the price required, with the model published.

Read the analysis

Data explorer

Explore the register and the range to 2030

The data explorer maps every tranche in the register against the transmission network, and sets the 2030 range beside the forecasts it is compared with.

Open the data explorer Look inside the workbook

Source: the inashanu data explorer, from the register and the market model, evidence to 21 October 2026. Views of the published explorer.

The research programme

Proposed studies

Each proposal states its research question and the evidence it would need. A proposed study carries no findings until the work is complete and published.

Energy & geospatial analysisProposed study