Briefing notes.

The flexibility shortage

How the grid balances, why it is sized for hours it almost never experiences, and what changes when demand can answer

This note is the foundation beneath the two that preceded it. Those concerned what a building owner should do and why the present moment is unusual. This one concerns the machine i…

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The other side of the ledger

What a structurally short power market means for the buildings that must buy from it

This note takes the supply-side analysis now common in investment research and asks the question that analysis does not: what does a persistently short power market mean for a part…

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Why a single forecast understates the value of energy storage

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