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

Intelligence Platform

One decision surface. Six layers of signal.

Our proprietary intelligence platform aggregates power, land, incentive, demand, sentiment, and cost data into a unified analytical surface — purpose-built for institutional decisions.

From signal to decision

Modeled · illustrative

  1. 01 · Signals

    ISO / EIA / FERC

    55% utilized

  2. 02 · Synthesis

    S&M model

    68% utilized

  3. 03 · Constraint

    Grid & utility

    92% utilized

    BOTTLENECK

  4. 04 · Exposure

    Cost & capital

    77% utilized

  5. 05 · Decision

    Executive brief

    50% utilized

→ Intelligence pipeline · modeled, sourced, dated

Composite View

The terrain rendered as a single map.

Where transmission, land suitability, incentive structure, demand growth, and political climate intersect — that's the answer set worth defending in front of an IC.

Abstract US grid network visualization
NETWORK / GRID OVERLAYv.2026.Q2

Layers

What the platform sees.

L1

Power Layer

Substation locations, transmission corridors, ISO/RTO boundaries, interconnection queues, capacity constraints.

L2

Land Layer

Parcel data, zoning posture, infrastructure adjacency, environmental overlays, suitability scoring.

L3

Incentive Layer

Federal credits, state programs, utility incentives, energy community designations, depreciation posture.

L4

Demand Layer

Data center pipeline, AI compute siting, industrial reshoring, electrification curves.

L5

Sentiment Layer

Community disposition, political climate, opposition signals, jurisdictional friction indicators.

L6

Cost Layer

Rate structures, tariff trajectories, demand charges, forward exposure modeling.

Delivery

Calibrated to the audience.

Executive Briefings

Concise narrative reports for boards, ICs, and senior operating teams.

Live Dashboards

Persistent monitoring surfaces tracking markets, opportunities, and risk signal.

Targeted Memos

Deal-specific or site-specific analytical memos with defensible recommendations.