Latest blog post: Wind Portfolio Diversification: Why Geography Is Not the Same as Climate Diversification
CLIMATE INTELLIGENCE

Climate intelligence for every asset decision.

Asset and portfolio performance is being reshaped. We quantify the impact - yield, damage costs, adaptation ROI - asset by asset, in 48 hours.

Repath Climate Intelligence

Due Diligence · Acquisition Target

Market Valuation£48M
Repath Fair Value
£62M+29%
IRR uplift +700bpsEBITDA £33M£42M
Delivered in48h

Trusted by leading European infrastructure companies

ENELEIPEDPAmprionAventronumlaut, an Accenture company
THE PROBLEM

Infrastructure was built for a climate that no longer exists.

Most asset decisions are built on historical weather baselines. That worked when the past reliably predicted the future. It no longer does.

  1. Data problem

    Yesterday's baseline is tomorrow's blind spot.

    Asset models are calibrated on historical weather data. Forward conditions are diverging from those records in ways static models cannot anticipate or correct for.

  2. Balance sheet impact

    Climate risk hits earnings and asset value at the same time.

    Reduced output, downtime, maintenance, component wear, structural exposure, and insurance repricing all show up in asset performance - and each one can be quantified, not just flagged.

  3. Decision gap

    Knowing the risk is not the same as acting on it.

    Hazard maps describe the problem. Repath translates climate data into decision-ready outputs for CapEx, performance, valuation, and reliability decisions.

CASE STUDIES

Four ways climate changes the decision.

Infrastructure Investors

+29%

valuation upside identified

48 MW Onshore Wind · Northern England

A wind farm was on the market at £48M. Forward-looking analysis corrected yield and insurance assumptions the technical advisor had treated as static.

Fair value
£62M
IRR uplift
+700bps

Renewable Energy

1985-2060

asset-by-asset performance modelled

700 MW Wind Portfolio · Central Europe

Two bad years raised the obvious question: bad luck, or something structural? Modelling each asset from 1985 to 2060, Repath traced the shortfall to a shared Atlantic wind system, not geography - reclassifying the portfolio as not future-proof and redirecting new capacity toward genuine wind diversification.

Root cause
Wind-system correlation, not geography
Output
Revised investment plan + new-site pipeline

Power Grids

5

climate scenarios modelled

Urban Distribution Network · South America

SAIDI/SAIFI compliance was under pressure from monsoon rainfall. Repath ranked conductor upgrades by reliability gain and investment return, drawing on 5 adaptation scenarios with NPV and ROI per location.

Lines analysed
99,600 km
Reliability gain
Up to 40% fault reduction in targeted segments

Manufacturing

64

locations assessed

Two Global Industrial Portfolios · Europe & LATAM

Assessing physical climate risk across 64 locations and 21 hazards, using non-stationary extreme-value modelling and customised exposure scoring tailored to each portfolio.

Hazards assessed
21
Output
ESG-ready risk assessment
HOW IT WORKS

From climate signals to financial decisions.

A climate signal is not a decision. Most climate models work top-down - global projections, regional averages, site-level estimates. We work in reverse: starting from local ground truth and building up, layer by layer, until the output fits the exact decision an investment committee, a regulator, or an operations team needs to make.

01 / 05

Terrain · Elevation · Microclimate

Climate and Topography Layer

We start from local ground truth: the actual terrain, elevation, and microclimate of each asset location. The result is not a regional hazard score - it's climate behavior specific to your exact coordinates. In complex terrain, coastal zones, and valley floors, the difference between these two approaches is where the financial risk hides.

HOW TO GET STARTED

From asset data to decision-ready answers in three steps.

1

Share your assets

Send locations, asset types, and technical specifications - in any format.

2

We model the impact

We combine climate simulations with asset-level operational and financial modelling.

3

Receive decision-ready answers

Get quantified yield impact, damage costs, and adaptation ROI - in 48 hours.

Example

132 kV substation - Northern Spain

3x

more flood events by 2050

+€420k

projected annual downtime cost

65%

loss reduction for €180k CapEx

WHY NOW

Climate exposure is already financial exposure.

The useful question is no longer whether physical climate risk exists. It is where it changes value, performance, insurance, and resilience spend.

+6.2x

Projected increase in river-flood damage costs for European infrastructure without adaptation (European Commission)

+50%

Projected cumulative increase in global insurance premiums for natural-catastrophe risk by 2030 (Bank for International Settlements)

$6

Returned for every $1 invested in climate-resilient infrastructure (United Nations)

SOLUTIONS

Who is this built for?

The people who own, operate, and finance infrastructure.

Trusted by infrastructure teams across energy, grids, and investment

ENELEIPEDPAmprionAventronumlaut, an Accenture company
WHY REPATH

What makes Repath different?

Precision down to the asset

We build from the ground up - each asset's exact terrain, elevation, and microclimate - rather than scaling a global model down to a regional average.

Numbers your team can act on

EUR impact on yield, damage costs, adaptation ROI - with narrative summaries in plain language your team and business can use directly, not a colour-coded matrix to interpret.

Risk modelled out to 2050 and beyond

We use IPCC scenarios to 2050 and beyond as the input, then model how those hazards evolve at each asset over the life of the investment - not just what already happened there.

Fine-tuned to fit your decision context

Dashboard, PDF report, Excel, or direct API integration into your existing systems - shaped to slot into the workflow and decision process you already run.

FAQ

Common questions.

How does the process work?

Three steps. Send us your assets in any format, we run the analysis, and you receive decision-ready output for yield, damage costs, adaptation ROI, and reliability metrics.

What do I need to provide?

Asset locations and types are enough to start. Technical specifications improve precision, but we work with what you have and flag where more data would sharpen the result.

How is this different from a standard Technical Advisor?

A Technical Advisor usually models backward from historical weather files. Repath models forward-looking climate conditions over the relevant hold period and translates them into financial and operational outputs.

Which industries and asset types do you cover?

Any industry with physical assets exposed to climate hazards. Current work spans renewable energy, power grids, infrastructure investors, and manufacturing.

What does the output look like?

There is no fixed format. Output can be delivered as a dashboard, PDF report, Excel file, or API integration, using the KPIs that matter in your process.

How long does it take?

48 hours from asset data to first results. Larger portfolios or multi-region analyses are scoped upfront.

Latest insights

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See what climate is doing to your assets.

Send us your portfolio. We'll send you the climate intelligence - in 48 hours.

48h to DCF-ready results · Any asset class · Any format