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behind-the-meter

behind-the-meter

+5

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
Grid Alpha Team

behind-the-meter

+5

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
Grid Alpha Team

Grid Alpha Intelligence

We surface energy infrastructure becoming tomorrow's RWAs (real-world assets) — months before the market notices.

© 2026 Grid Alpha Intelligence.
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