ISO / RTO · MODELED TAPE
PJMDEM98.4GWFCST104.2GW+5.8LMP$49.36CONG$11.6●RES15.8%●TX8●MIXSrc: · · Upd Oct 10, 2026MISODEM76.5GWFCST84.9GW+8.4LMP$39.82CONG$18.7●RES17.4%●TX10●MIXSrc: · · Upd Oct 10, 2026ERCOTDEM58.9GWFCST66.1GW+7.2LMP$41.20CONG$9.8●RES7.6%●TX12●MIXSrc: · · Upd Oct 10, 2026SPPDEM31.7GWFCST36.2GW+4.5LMP$33.15CONG$6.4●RES21.6%●TX5●MIXSrc: · · Upd Oct 10, 2026CAISODEM27.2GWFCST33.5GW+6.3LMP$63.20CONG$13.9●RES11.4%●TX7●MIXSrc: · · Upd Oct 10, 2026NYISODEM16.1GWFCST19.0GW+2.9LMP$68.40CONG$10.3●RES14.1%●TX4●MIXSrc: · · Upd Oct 10, 2026ISO-NEDEM12.8GWFCST15.4GW+2.6LMP$57.10CONG$7.9●RES17.2%●TX3●MIXSrc: · · Upd Oct 10, 2026PJMDEM98.4GWFCST104.2GW+5.8LMP$49.36CONG$11.6●RES15.8%●TX8●MIXSrc: · · Upd Oct 10, 2026MISODEM76.5GWFCST84.9GW+8.4LMP$39.82CONG$18.7●RES17.4%●TX10●MIXSrc: · · Upd Oct 10, 2026ERCOTDEM58.9GWFCST66.1GW+7.2LMP$41.20CONG$9.8●RES7.6%●TX12●MIXSrc: · · Upd Oct 10, 2026SPPDEM31.7GWFCST36.2GW+4.5LMP$33.15CONG$6.4●RES21.6%●TX5●MIXSrc: · · Upd Oct 10, 2026CAISODEM27.2GWFCST33.5GW+6.3LMP$63.20CONG$13.9●RES11.4%●TX7●MIXSrc: · · Upd Oct 10, 2026NYISODEM16.1GWFCST19.0GW+2.9LMP$68.40CONG$10.3●RES14.1%●TX4●MIXSrc: · · Upd Oct 10, 2026ISO-NEDEM12.8GWFCST15.4GW+2.6LMP$57.10CONG$7.9●RES17.2%●TX3●MIXSrc: · · Upd Oct 10, 2026
SMStock & Milster

About the Firm

The intelligence layer for the new energy economy.

Stock & Milster is built for the next phase of the energy economy — where AI growth, industrial power demand, on-site energy economics, grid constraints, and infrastructure investment are converging.

The system we read

Modeled · illustrative

  1. 01 · Generation

    Supply

    64% utilized

  2. 02 · Transmission

    Deliverability

    91% utilized

    BOTTLENECK

  3. 03 · Substation

    Headroom

    83% utilized

  4. 04 · Facility

    Load

    70% utilized

  5. 05 · Economics

    Cost exposure

    76% utilized

  6. 06 · Capital

    Decision

    60% utilized

→ We advise on the decision. We do not sell the project

Premise

Our role is not to build projects.

Our role is to provide the intelligence layer before major decisions are made.

We help clients see the terrain clearly: where power is constrained, where incentives improve economics, where land and infrastructure align, where community risk exists, and where capital should be focused.

We do not build, install, develop, or broker. We provide intelligence — the analytical surface beneath the decision.

Mission

To provide the intelligence layer behind better energy, infrastructure, and capital deployment decisions.

Operating Tagline

Intelligence before capital deployment.

Transmission corridor at golden hour
TRANSMISSION · POWER ARCHITECTURE
Topographic view of US infrastructure landscape
TERRAIN · NATIONAL OVERLAY

Posture

What we believe.

Power is the new constraint.

Compute, electrification, and reshoring have collapsed slack across the grid. Power is now the primary constraint on growth.

Decisions outrun diligence.

Markets move faster than traditional consulting cycles. AI-augmented research closes the gap.

Independence is the asset.

Advisory value is impaired the moment a firm also executes. We hold the line.

High-voltage transmission towers silhouetted at blue hour

FIELD CAPTURE · TRANSMISSION CORRIDOR · BLUE HOUR

Where the grid ends, the decision begins.

Engagement

How firms work with us.

PROJECT

Defined-scope engagements

Targeted analysis around a specific market, site, transaction, or strategic question with a fixed deliverable cadence.

RETAINER

Standing intelligence partnership

Recurring market intelligence, dashboards, executive briefings, and opportunity sourcing across one or multiple markets.

Retainer Tiers