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Analysis briefs, technical explainers, and market trends — backed by production cost model data. From grid fundamentals to deal structuring.

DEAL ECONOMICSFEATURED

ELCC Degradation Is Quietly Eroding Renewable Capacity Revenue

How increasing solar and wind penetration reduces the capacity value of the next project — and what it means for your PPA.

Feb 2026 3 min read
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POLICY & MARKETSFEATURED

OBBBA and ITC Transferability: Repricing the Renewable Stack

The Inflation Reduction Act changed who captures tax credit value. Here's how it reshapes project economics and PPA structures.

Feb 2026 3 min read
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ALL POSTS
GRID 101Feb 2026 10 min read

How Does Electricity Actually Move? A Non-Engineer's Guide

You're about to spend $2 billion on a facility that consumes more electricity than a small city. Here's how electricity works.

Grid FundamentalsTransmissionData CentersSite Selection
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