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

Service Architecture

Strategic surfaces across power, land, incentives, and infrastructure.

Engagements are scoped to your decision horizon. The deliverables below can be commissioned independently or composed within a retainer.

Advisory scope · where each discipline engages

Modeled · illustrative

  1. 01 · Site

    Candidate parcel

    40% utilized

  2. 02 · Power

    Firm 72/100

    72% utilized

  3. 03 · Transmission

    Access 61/100

    89% utilized

    Upgrade calendar governs timing.

    BOTTLENECK

  4. 04 · Utility

    Readiness 84

    66% utilized

  5. 05 · Capital

    Decision pending

    58% utilized

→ Diligence locates the binding constraint before capital commits

Substation infrastructure detail

FIELD CAPTURE · POWER INFRASTRUCTURE

Capabilities

Twelve analytical disciplines. One independent perspective.

S/01

AI Infrastructure Intelligence

Where compute, power, and capital converge.

AI-assisted research and infrastructure analysis identifying where AI compute demand, power availability, transmission capacity, and capital opportunity intersect — before competitors arrive.

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S/02

Grid & Power Market Intelligence

Read the grid before you commit to it.

Transmission access, substation proximity, utility territory, load growth, market constraints, power pricing exposure, and interconnection risk — assembled as a single decision surface.

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S/03

Commercial & Industrial Energy Advisory

Energy strategy for large users.

For energy-intensive operators: utility cost exposure, incentive opportunity, solar feasibility, power procurement risk, and long-term energy strategy across portfolios.

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S/04

Data Center Power Advisory

Power-first site economics.

Markets where power availability, land, community sentiment, transmission infrastructure, and data center demand intersect — assessed as one unified surface.

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S/05

Incentive Intelligence

Federal, state, utility, program-level overlay.

Tax credit positioning, depreciation strategy, energy communities, brownfield bonuses, and state-specific programs — mapped to specific sites and capital structures.

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S/06

Utility Cost Exposure Analysis

Tariff drift, demand charges, forward exposure.

Diagnostic view of rate structure, demand-charge architecture, tariff drift, and forward exposure for industrial, commercial, and portfolio operators.

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S/07

Site Selection Intelligence

Land, power, and infrastructure as one surface.

Geographic and infrastructural suitability screening for data centers, large solar, industrial reshoring, and energy-intensive build-outs.

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S/08

Community & Political Intelligence

Read the terrain before you commit.

Community sentiment, political posture, and local market risk before infrastructure groups enter a market — surfacing opposition signals before they become deal-killers.

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S/09

Proprietary Intelligence Dashboards

Continuous decision surface.

Custom dashboards aggregating power, incentive, market, and infrastructure data into a single decision surface for ongoing monitoring across markets and portfolios.

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S/10

Power & Infrastructure Due Diligence

Evaluate the energy risk before capital is deployed.

Independent assessment of power availability, grid constraints, utility exposure, and infrastructure requirements for companies, investors, developers, and acquisition teams — completed before capital is committed.

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S/11

M&A / Private Equity Energy Due Diligence

Material energy risk, surfaced before valuation is set.

An independent intelligence resource for evaluating energy-intensive companies and facilities before an acquisition or major investment. We identify energy-related risks that could affect valuation or future operations. We do not originate or sell energy projects.

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S/12

Executive Energy & Infrastructure Advisory

Senior energy intelligence without a full-time hire.

Ongoing independent counsel for CEOs, CFOs, investors, developers, manufacturers, and data-center operators who need executive-level energy intelligence but may not require a full-time internal energy executive.

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Aerial view of substation transformer yard at golden hour

AERIAL · TRANSFORMER YARD · CAPACITY DENSITY

WHEN TO CALL STOCK & MILSTER

When the energy question becomes a capital question.

Stock & Milster works upstream of vendors and project execution. We help leadership understand power availability, cost exposure, infrastructure constraints, market conditions, alternatives, and risk before capital is committed.

“Stock & Milster advises on the decision. We do not sell the project.”

We may independently evaluate solar, storage, grid supply, efficiency, generation, infrastructure upgrades, or the status quo. Our compensation never depends on which technology or project a client ultimately selects.

01 · Before you

Acquire a company or facility

02 · Before you

Select a major site

03 · Before you

Expand manufacturing capacity

04 · Before you

Commit significant infrastructure capital

05 · Before you

Enter a new utility territory

06 · Before you

Develop an energy-intensive facility

07 · Before you

Evaluate a data-center location

08 · Before you

Make a long-term power decision

Or when:Power availability could constrain growthUtility costs are becoming a material business riskLeadership needs independent energy and infrastructure intelligence

Engagements are customized according to scope, complexity, geography, number of facilities, and depth of analysis. Scope is defined in an initial executive conversation.

Engagement

Begin with a strategic review.

Calibrate scope, surface the highest-value questions, and identify the right engagement format.