ESMP Ukraine

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Screen Green-Energy Investments
in Ukraine

ESMP builds information digital twins of Ukrainian cities — structured data layers covering economy, energy, military risk, governance and more — then lets an AI agent reason over them to produce investor-grade memoranda in seconds.

Mission

Help investors — family offices, foundations, multilateral development banks, and independent power producers — screen Ukrainian green-energy opportunities, aligned with the Ukraine Energy Security Marshall Plan.

Ukraine Energy Security Marshall Plan

Authored by Alex Cornell du Houx (2024) through the Energy Opportunity Program for Action (EOPA), the plan lays out a comprehensive framework for rebuilding Ukraine's energy infrastructure through distributed renewable generation, international partnerships, and blended finance. Every ESMP memorandum maps investment opportunities to one or more EOPA strategies:

1

Direct Aid

Grant-funded installations on critical infrastructure — hospitals, schools, shelters.

2

Sister Cities

US & EU municipalities paired with Ukrainian counterparts for co-investment and knowledge transfer.

3

Distributed Resilience

Decentralised solar + storage microgrids hardened against grid disruption from missile strikes.

4

Cross-funder Coordination

Aligning EBRD, IFC, USAID, KfW and private capital to avoid overlap and maximise impact.

5

IRA Leverage

Structuring projects so US-connected entities can claim Inflation Reduction Act clean-energy credits.

11 Data Layers per City

Each city twin is a structured JSON document. Every numeric value carries provenance: source URL, retrieval date, and a 0–1 confidence score.

economyGRP, budget, industries, salary
demographicsPopulation, IDPs, age, migration
socialSchools, hospitals, universities
crimeCrime rate, corruption, trust
energyPeak demand, RE installed, grid loss
investmentFDI, industrial parks, investors
militaryFrontline distance, strikes, risk
governanceCouncil, contacts, officials
regulatoryGreen tariff, permits, incentives
infrastructureRoads, transit, fiber, water
renewablesSolar, wind, biomass, rooftop

4 MVP Cities

Kyiv

Capital
Population2.95M
GRP$38.4B
War-risk4.6 / 10
Solar1,180 kWh/m²/yr

Kharkiv

Frontline
Population1.24M
GRP$9.8B
War-risk8.4 / 10
Solar1,240 kWh/m²/yr

Lviv

Rear Hub
Population740K
GRP$6.1B
War-risk2.1 / 10
Solar1,120 kWh/m²/yr

Pustomyty

Small Municipality
Population11.4K
GRP$240M
War-risk1.8 / 10
Solar1,140 kWh/m²/yr

How It Works

  1. Ask — type a natural-language investment question in the Agent tab.
  2. Tools fire — the Claude Opus agent calls twin_query, finance_calc, warrisk_score and other tools to gather data.
  3. Memo generated — a structured shortlist with IRR, NPV, payback, war-risk scores, stakeholder contacts and EOPA alignment.

All financial figures are computed by deterministic Python (numpy-financial) — the LLM is never allowed to calculate IRR or NPV in its head.

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Guided playbooks
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