Research & Publications

Research & Publications

Independent working papers on infrastructure, capital allocation & risk, transformation, and behavioral prediction in organisations and human-AI teams.

Working Paper · September 2026

The Clock, Not the Culture — Predicting Workplace Behavior from the Individual to the Multinational in the Age of AI Colleagues

“It is not the culture; it is the decision latency.”

If one person’s behavior at work can be predicted, weakly, conditionally, but measurably, can a team’s? A team that includes an AI colleague? A company’s? A multinational’s? Five literatures each hold a piece of the answer and none holds the whole. This paper asks the question once, across all five levels, and finds that prediction does not fail as you climb; it changes its translation rule at every boundary.

The paper contributes original data at the level where the literature is thinnest: 9,772 measurements administering the instruments organisations use on people, a DISC-format inventory, a Big Five questionnaire and a battery of repeated-play games, to AI colleagues configured the way real functions configure them: six corporate roles, working documents included, across four model versions from two providers.

The role an organisation assigns to its advisors, human or artificial, follows its decision latency, not its national culture. Written strength predicts; unwritten strength does not. The function writes the AI colleague’s style; the model carries its behavior.

Characterise the situation before reading anyone’s profile. Design the team’s first round instead of predicting it. Contract the advisor’s role rather than letting the clock assign it. And before an AI colleague joins a team, profile it like a hire: per role, per model version, with the behavioral battery and not just the questionnaire, then re-profile on every update.

Read the paper (PDF, 67 pages) SSRN Abstract ID: 7427178

Working Paper · August 2026

Molecules of Optionality — Why Europe’s Pipeline Transition Is a Capital-Allocation Problem, Not an Engineering One

“The pipe is replaceable; the corridor is not.”

European pipeline corridors are conventionally analysed as engineering assets; the paper treats them as mispriced options on four possible molecular futures.

The corridor — permitted, contracted, and physically continuous across borders — is the asset that cannot be rebuilt; the pipe within it can.

Demand risk, not technical feasibility, is the binding constraint on the transition.

The operator’s defining task is therefore instrument-stacking across borders: aligning capacity, contracts, and regulatory instruments so the corridor’s optionality is preserved rather than foreclosed.

Read the paper (PDF, 12 pages) SSRN Abstract ID: 7193238

Working Paper · August 2026

The Settlement Layer — The Missing Financial Infrastructure of the Circular Economy

“Return is a settlement, not a virtue.”

European return systems prove a financial mechanism: wherever a binding consequence attaches to non-return, containers come back at 85–99 per cent; wherever none does, goodwill fails.

The missing piece is the settlement layer — the shared register of identity, obligation, and clearing that would let a claim travel across borders, categories, and rival systems.

The regulation now applying will multiply national loops without connecting them.

The paper prices the five instruments in use today, locates the three seams where settlement stops, and closes with four tests for operators, merchants, and investors: run a loop, join the layer, hold the option, or don’t build.

Read the paper (PDF, 16 pages) SSRN Abstract ID: 7211658