Research & market intelligence
Analysis briefs, technical explainers, and market trends — backed by production cost model data. From grid fundamentals to deal structuring.
Behind-the-Meter vs. Utility-Scale Power: The Decision Framework
Load size, grid capacity, timeline, carbon targets, risk appetite, and the regulatory landscape reshaping the build-vs-buy calculus for large power consumers.
The Data Center Grid Primer: Power Quality, Thermal Load, and Interconnection
Power factor, PUE, cooling architecture, short-circuit ratios, and harmonics — the engineering layers between a data center and the grid.
How Does Electricity Actually Move? A Grid Fundamentals Primer
AC, voltage, frequency, transmission, congestion, and nodal pricing — the physical and economic reality of the North American power grid.
ELCC Degradation: Why Renewable Capacity Value Declines as Penetration Grows
How increasing solar and wind penetration reduces the capacity value of the next project — the physics, the math, and the implications for resource adequacy.
Tax Credit Transferability and Renewable Project Finance: IRA, OBBBA, and the Evolving Rules
How the Investment Tax Credit, Production Tax Credit, direct pay, and transferability provisions work — and how recent legislative changes are reshaping renewable energy economics.
Grid intelligence, delivered.
New research briefs and market analysis every two weeks. Model outputs, deal economics, and grid trends — no fluff.