Archive

Every project we’ve underwritten. Sourced tot he filing, scored on bankability.

ERCOT

Texas is auditing the demand. Nobody is auditing the supply.

Aug 24, 2026

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3 min read

Texas is auditing the demand. Nobody is auditing the supply.

Two hundred gigawatts of load, verified. The generators meant to serve it, not.

Grid Alpha Team

behind-the-meter

Six Grid Operators File Monday. The Seventh Doesn't Have To.

Aug 17, 2026

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5 min read

Six Grid Operators File Monday. The Seventh Doesn't Have To.

FERC ordered every regional grid operator it regulates to justify how it connects data centers. The ERCOT market was never asked. That exemption is now the most valuable position in American power — and the most fragile.

Grid Alpha Team

behind-the-meter

Texas Just Made "Is This Project Real?" a Regulatory Question

Aug 10, 2026

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4 min read

Texas Just Made "Is This Project Real?" a Regulatory Question

Abbott's audit froze 474 gigawatts of data center interconnection requests. The projects that clear it will be worth more than the ones that don't.

Grid Alpha Team

off-grid

The Energy Forge One Signal Was Real — and Bigger Than the ERCOT Queue Suggested

Aug 6, 2026

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3 min read

The Energy Forge One Signal Was Real — and Bigger Than the ERCOT Queue Suggested

The Signal Before The Market

Grid Alpha Team

Grid Alpha Intelligence Starts Where the Power Queue Gets Real

May 9, 2026

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6 min read

Grid Alpha Intelligence Starts Where the Power Queue Gets Real

The Signal Before The Market

Grid Alpha Team