Grid · Storage · Geothermal · Markets
Where power should go, and what it earns when it gets there.
Eighteen open research documents by Jason Masters on the grid, storage, geothermal networks and energy markets.
Chapter I · Batteries
The grid is mostly a map problem.
Where a battery earns depends almost entirely on where it sits: which market, which zone, whose substation, and what closed nearby. These ten documents are the screening work behind that question, and every one of them cites its own sources.
Batteries
Where a battery earns depends on where it sits. This is the siting, market and revenue research behind that question.
EIA-860 Generator Site Map
Every generating unit in the Northeast, layered with live grid infrastructure.
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NY Renewable & Data Center Moratoriums
Which New York municipalities have paused renewables, storage and data centers.
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Illinois Load Zones & Cooperatives
Illinois by wholesale market zone, overlaid with co-op territories.
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NY Utility-Scale BESS Revenue Stack
Ten revenue streams mapped against the incentive stack, and which legally combine.
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The New York Electricity Marketplace
How NYISO works, and where storage earns inside it.
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Battery Opportunities in PJM
The case for storage after the capacity price run-up.
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Biomass Plants That Have Closed in PJM
Every biomass, waste and landfill-gas unit retired in PJM since 2002, with interconnection still in the ground.
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US Flow Battery & Iron-Air Manufacturers
Company-by-company chemistry, product line, commercial status and evidence for long-duration storage.
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Resource Adequacy: Fifty Points of View
Every grid answers the same question — will there be enough power at peak — and every state answers it differently.
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The Indexed Storage Credit Is a Floor, Not a Stack
NYSERDA's largest single revenue line for utility-scale batteries, and which projects actually clear it.
Open →Chapter II · Tracking the Money
The same question, priced.
Public markets are the other side of the energy transition. These are working notes on index concentration, sector valuation and single names, written to be checked rather than believed. None of it is advice.
Tracking the Money
Independent research. Every figure is sourced at the point of use, and personal position data is deliberately not published.
IPO Performance Dashboard
First-year post-IPO price paths for eleven listings, with a simulator.
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SOLV Energy (MWH) Deep Dive
Post-IPO fundamentals of a utility-scale solar contractor, from the filings.
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Inside FSKAX: The Top 15
How concentrated a total-market fund is, rated for data-center exposure.
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Is XLI's Price Justified?
An industrials fund's multiple tested against demand in its top 20.
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European Country ETFs
Seven country funds on total return, drawdown and what you actually own.
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Renewables Stock Comparison
Equinor, CATL and the pure-play renewable utilities as different ways to own the transition.
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Chapter III · White Papers
Heat has a grid too.
A thermal energy network is a shared underground water loop that lets a whole neighborhood heat and cool itself from the steady temperature of the ground. Borefield design, network hydraulics and the economics that make a town-scale system pencil are Gaiergy's core engineering practice. Client project work is under agreement and is not published here.
White Papers
Gaiergy is an energy engineering consultancy: master planning, technoeconomic analysis, geothermal networks, storage and marine energy.
What a US Battery Project Actually Costs
The real installed number, not the tidy global average.
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Fighting Words, Fact-Checked
Claims from a major bank's annual energy paper, tested against primary data.
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Two Electricity-Demand Panics, Twenty-Five Years Apart
The 1990s Internet load forecasts against today's AI and data-center forecasts.
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