FRACMOO

Power, markets, flexible RA,and the money behind the grid

Oct 2026
U.S. electricity demand, 2026 f'cast4,288 TWh
Reserve margin (PJM 2028/29)14.7%
Interconnection queue2,061 GW

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Topic

Project Finance

6 stories on this topic, across the desks.

Oct 9

INVESTING

Grid Access Goes to Auction

On October 6, Brazil allocated 228 MW of scarce transmission access by competition instead of queue order — all of it went to data centers, and the model could travel.

By Cole Bennett ·

Oct 3

INVESTING

How Policy Incentives Flow Into Projects

Tax credits, grants, and loan programs are financial instruments first — here is how they convert policy into project cash flow.

By Cole Bennett ·

Oct 1

INVESTING

Project Finance 101 for Energy

How big energy projects raise money on their own balance sheet — and why the asset pays the bills, not the sponsor.

By Cole Bennett ·

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