hmm The Record · ex-9 / 38

01 · The five Necessities → Power

04 / 05 · Power

Power Systems

Grid orchestration, storage, EV charging, distributed energy. Cannot connect without compliance proof.

The need01 / 04

Storage, EVs, buildings, and distributed assets are becoming active grid participants, not passive loads. A heatwave hits. Rooftop solar floods the grid with no coordination. Batteries sit idle because nobody filed the dispatch paperwork. The blackout was avoidable.

Tier 1: grid connection licensing, renewable targets, building energy codes. Tier 2: carbon pricing, embodied carbon disclosure.

The filter02 / 04

30 regulations mapped. 22 T1, 8 T2.

EX-9 Crystallisation window

In-flight regulations by expected effective year. None yet in force.

None in force Peak · 2028
0 2024 0 2025 0 2026 3 2027 4 2028 0 2029 0 2030
MarketRegulationTierStatus
AUCapacity Investment Scheme. Renewable Targets T2Expected 2027
AUNCC 2025. State Adoption Completion T1Expected 2027
SGCarbon Tax Increase (SGD 45/tonne) T1Expected 2027
JPGX Carbon Pricing. Full Implementation T1Expected 2028
Sourcehmm Ventures regulatory dataset. Basis7 dated obligations, 2024 to 2030.
The cohort03 / 04

581 companies mapped to the Power Systems Necessities.

EX-10 Necessities-aligned cohort

581 companies. Highlighted marks are named outcomes in regulated companies.

Sourcehmm Ventures four-market classified dataset.
The four markets04 / 04
  1. Australia Late-stage round

    Neara

    Tier 1. Series D, led by EQT with Partners Group and Square Peg Capital. 2026.

  2. Japan In-flight regulation

    GX Carbon Pricing. Full Implementation

    Tier 1. Expected 2028.

  3. New Zealand In-flight regulation

    Building Code Update. Embodied Carbon Requirements

    Tier 1. Expected 2028.

  4. Singapore In-flight regulation

    Carbon Tax Increase (SGD 45/tonne)

    Tier 1. Expected 2027.

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