Electrical · Financial · Thermal
Chapter I · Electrical
The grid decides what gets built.
Maps, market guides and interconnection explainers. They show where new power can connect, what the wires can carry, and how each market pays.
Electrical
NY 5 MW Battery Site Search
Where a 5 MW battery can connect on New York's distribution lines.
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Substation & Circuit Map
Type a New York address and get the serving utility, feeder hosting capacity, nearest substations and NYISO queue conflicts.
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Grid Studio: Where a Battery Fits
Gaiergy's own feeder study tool on the EPRI OpenDSS engine: five New York connection points, and why the line voltage decides how big a battery fits.
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NY Renewable & Data Center Moratoriums
Which New York municipalities have paused renewables, storage and data centers.
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EIA-860 Generator Site Map
Every generating unit in the Northeast, layered with live grid infrastructure.
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EIA Power Plant Performance Map
Every US plant of 1 MW and up, flagged when its 2025 output falls below the norm for its own fuel type. Set your own line, by fuel and by state. Source: U.S. Energy Information Administration Forms EIA-860 and EIA-923, 2025 Early Release.
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California Natural Gas Plants, 10 MW and Under
Small California gas plants, operating, retired and planned, on live grid and pipeline layers. Source: U.S. Energy Information Administration Form EIA-860M, June 2026 edition.
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Alabama Gas & Biomass Plants, 50 MW and Under
Small Alabama gas and biomass plants, operating and retired, on live grid and pipeline layers. Source: U.S. Energy Information Administration Form EIA-860M, July 2026 edition.
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Illinois Load Zones & Cooperatives
Illinois by wholesale market zone, overlaid with co-op territories.
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Diamond Communications Tower Sites
756 tower sites, screened by grid market for a grid battery.
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The New York Electricity Marketplace
How NYISO works, and where storage earns inside it.
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NY Utility-Scale BESS Revenue Stack
Ten revenue streams mapped against the incentive stack, and which legally combine.
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The Indexed Storage Credit, Decided
Which New York batteries qualify for NYSERDA's Indexed Storage Credit, and why it sets a floor under revenue instead of adding to it.
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ICAP Payments, Explained
How New York pays a 5 MW battery for capacity, why one hour sets a whole year, and the summer plan that covers it.
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The CESIR, Explained
New York's interconnection study, step by step: the clocks, who pays, and a cost model you can slide.
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What a US Battery Project Actually Costs
The real installed number, not the tidy global average.
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Battery Opportunities in PJM
The case for storage after the capacity price run-up.
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Biomass Plants That Have Closed in PJM
Biomass, waste and landfill-gas units in PJM that have retired since 2002, screened for grid connections that can be used again. Source: U.S. Energy Information Administration Form EIA-860M, June 2026 edition.
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Resource Adequacy, Fifty Points of View
How each state and market region defines enough power at the peak, and how each one puts a price on it.
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US Flow Battery and Iron-Air Makers
Who makes flow and iron-air batteries in the United States: chemistry, product line and commercial status, company by company.
Open →Chapter II · Financial
The energy transition, on the balance sheet.
Working notes on funds, sectors and single names. Written to be checked, not believed. None of it is advice.
Video: NASA Johnson Space Center, Crew Earth Observations. “A Trip Up the North American East Coast,” ISS Expedition 61, December 28, 2019.
Financial
Personal position data is not published.
IPO Performance Dashboard
First-year post-IPO price paths for eleven listings, with a simulator.
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SOLV Energy (MWH) Deep Dive
Post-IPO fundamentals of a utility-scale solar contractor, from the filings.
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Inside FSKAX: The Top 15
How concentrated a total-market fund is, rated for data-center exposure.
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Is XLI's Price Justified?
An industrials fund's multiple tested against demand in its top 20.
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European Country ETFs
Seven country funds on total return, drawdown and what you actually own.
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Renewables Stock Comparison
Equinor, CATL and the pure-play renewable utilities as different ways to own the transition.
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Fighting Words, Fact-Checked
Claims from a major bank's annual energy paper, tested against primary data.
Open →Chapter III · Thermal
Heat has a grid too.
A thermal energy network is a shared underground loop that heats and cools a whole neighborhood from the steady temperature of the ground. Client project work is under agreement and is not published here.
Thermal
Governance and Operations of Thermal Energy Networks
Who owns a thermal energy network, how it sells service and how it is paid for. A guide for states, cities and their partners.
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Sunset Park Digital Twin
The Brooklyn waterfront in 3D: building size, owner of record and Local Law 84 energy use.
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Everett Docklands Digital Twin
A waterfront site north of Boston in 3D: the oil tanks and buildings standing today, and the master plan blocks drawn over them.
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Hunts Point Digital Twin
The Bronx food distribution center in 3D: the buildings a proposed thermal energy network would serve, shown by phase.
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