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

Credibility & Coverage

Institutional coverage. Independent posture.

Stock & Milster LLC is a Missouri-registered advisory and intelligence firm. We provide infrastructure intelligence, site readiness analysis, and strategic energy advisory across the major North American ISOs.

Market Coverage

Where we cover

PJM · MISO · ERCOT · SPP · CAISO — the markets shaping the AI-powered energy economy.
CAISOSPPERCOTMISOPJM

Stylized ISO footprint · hover or tap to inspect

Market Detail

Cross-ISO coverage

PJM · MISO · ERCOT · SPP · CAISO. Comparative read across the markets that absorb the AI-powered load formation.

  • CAISO
  • SPP
  • ERCOT
  • MISO
  • PJM

Core Capabilities

What we do

Infrastructure Intelligence

Cross-ISO institutional research layer covering power, transmission, utility, and policy.

Site Readiness Analysis

Substation-level, county-level, and corridor-level infrastructure read for siting decisions.

Grid Capacity Assessment

Independent read on firm capacity, reserve margins, and resource adequacy posture.

Strategic Energy Advisory

Executive-level advisory on power strategy, infrastructure exposure, and energy transition.

Data Center Intelligence

AI-driven load formation, hyperscale siting pressure, and absorption capacity.

Transmission Intelligence

Constraint inventory, upgrade calendar, and implications for siting and capital.

Leadership

Stock & Milster leadership

Stock & Milster is led by principals with concentrated experience in strategic advisory, infrastructure intelligence, market analysis, and the energy transition. The firm's posture is institutional: independent, source-cited, and confidentiality-first.

Engagements are principal-led. Deliverables are decision-grade and reviewed against internal evidence standards before release. The firm does not build, install, develop, or broker — preserving the independence that gives the advisory work its weight.

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

Firm

Stock & Milster LLC

Missouri-Registered LLC

Posture

Advisory · Consulting · Intelligence

Standards

Confidentiality · Independence · Source-cited evidence

Engage Leadership