Tafel Power

Tafel Power

Independent analysis and investment diligence for firm power and large-load infrastructure.

Cross-ISO coverage with ERCOT depth.

Practice

Firm Power and Storage Economics

IRR modeling, offtake economics, and valuation for BESS and hybrid gas-plus-storage projects.

Large-Load Diligence

Power procurement assessment for large-load deployments, from interconnection through delivered cost of firm power.

LP-Side Diligence for Institutional Capital

Market analysis and deal support for institutional investors evaluating US power infrastructure opportunities.

Practice details

Latest analysis

Batteries, Generators, or Demand Response? The Transmission Determinant Decides

Transmission exposure runs from one peak hour a year to every megawatt hour consumed. The shape of the determinant decides which instrument can reach it, and sometimes none of them can.

September 13, 2026 · 11 min read

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Recent Analysis

September 11, 2026

A Texas Power Plan Can Cost 9.8 Cents. Or 22.2.

Across the 57 plans priced this way, that is the median at 1,000 kWh against the median at 500. The difference is how much you use that month. I downloaded all 1,053 plans on the state's Power to Choose site to find out how common this is.

September 3, 2026

The Utility Publishes the Process. Not the Price of Finding Out.

Wisconsin's public record tells a 100 MW load which tariff it must take, how long the term is, what security it must post and the gates it must pass. It does not say what the next gate costs, and the first answer is directional rather than a megawatt and date.

September 1, 2026

The Demolition Is Priced. The Carbon Is a Study.

Not owning the plant is ordinary. What is not ordinary is one contract that assigns the construction cost, the exit value and the demolition bill to a named company, and leaves the carbon at commercially reasonable efforts and a funded study.

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About Tafel Power

Tafel Power provides independent analysis and investment diligence for firm power and large-load infrastructure. Cross-ISO coverage with ERCOT depth.

About the firm

Contact

Kris Narayanan

kris@tafelpower.com

Kris Narayanan on LinkedIn.

Tafel Power LLC. Houston, Texas.