For PE, IPP & infrastructure investment desks

Know the counterparty risk before you underwrite the PPA.

A nuclear PPA is a 15–25 year bet on both sides. Reactor N scores sell-side delivery risk and pay-side credit risk across every US operator and hyperscaler buyer — and benchmarks the price against the NPPI. Diligence-grade, sourced to a public deal ledger.

Counterparty Risk Scoring///PPA Comps///NPPI $97/MWh +18% YoY///Operator Offtake Exposure///72h Disclosure Alerts///Contracted vs. Merchant/// Counterparty Risk Scoring///PPA Comps///NPPI $97/MWh +18% YoY///Operator Offtake Exposure///72h Disclosure Alerts///Contracted vs. Merchant///
[ NP.01 ]   The proof

Operator offtake exposure, scored.

Sell-side delivery risk and pay-side credit risk — contracted vs. merchant, by counterparty.

Operators · sell-side
Delivery risk
Constellation, Vistra, Talen Energy, NextEra and peers — scored on delivery risk against their contracted vs. merchant exposure.
Sell-side
Buyers · pay-side
Credit risk
Hyperscaler buyers scored on pay-side credit risk — with flags for neocloud and single-buyer-concentration exposure.
Pay-side
Stranded · watch
Restart supply
Holtec-class stranded and restart assets tracked against the demand they could serve — the supply nobody has underwritten yet.
Restart
SOURCES — NPPI quality-scored deal ledger (disclosed + credibly-inferred PPAs) · operator offtake disclosures · cross-checked across models. Every comp on the live dashboard is traceable to the deal it came from.
[ Open the live counterparty dashboard → ]
[ NP.02 ]   What you get

Underwrite both sides of the contract.

01 / COUNTERPARTY

Who's on the other side?

Counterparty risk scoring for operators (sell-side delivery risk) and hyperscaler buyers (pay-side credit risk), including neocloud and single-buyer concentration flags.

02 / PRICE DISCOVERY

Is the price in market?

The NPPI — $97/MWh weighted, +18% YoY across 17 quality-scored deals — plus a live deal tracker and 72-hour disclosure alerts.

03 / TOOLS

Run the comp yourself.

A PPA price calculator and open-source, MIT-licensed term-sheet templates — so your diligence team builds the comp band instead of waiting on a banker.

[ NP.03 ]   Why trust it

Diligence-grade, not vibes.

Every comp sourced to a real deal

The index is built from a public ledger of disclosed and credibly-inferred PPAs, each quality-scored. You can see what's in the benchmark and why — the methodology is public.

The shared benchmark the sector reads

Procurement, SMR developers, hyperscalers and analysts read the same number. When you cite the NPPI in an IC memo, the counterparty already knows it.

[ NP.04 ]   Next step

Request a counterparty briefing.

Tell us the operators or buyers you're underwriting. We'll send a tailored read on counterparty risk, the PPA comp band, and the contracted-vs-merchant picture — plus the live Q2 NPPI index.

Goes straight to the Reactor N intelligence desk. No spam — a briefing and the Q2 index, then a human follow-up.