Research & Briefings
Insights from the intelligence layer.
Quarterly briefs, white papers, market alerts, and field notes — written for boards, ICs, and senior operating teams across the institutional energy and infrastructure landscape.
Library
White Paper · 2026
24 MINCo-Location Architecture: Behind-the-Meter Power for Hyperscale AI
Why FERC's posture on behind-the-meter co-location with existing generation is the single most important structural question for hyperscale siting in 2026.
Market Alert · 2026
7 MINMISO South: Reserve Margin Compression Brief
Capacity import constraints across the LA/MS/AR footprint are tightening on a horizon shorter than most planning models assume.
Field Note · 2026
9 MINField Note: The Permian Transmission Decision
The PUCT-reviewed Permian Basin Reliability Plan is the largest single transmission decision in Texas history — and reshapes Permian electrification economics.
Gated Library
Confidential research available on request.
Deal-specific memos, sector deep dives, and proprietary analyses are shared under NDA with qualified institutional counterparties.