Tafel Power
Power transaction structuring and analysis for AI infrastructure and large-load deployment.
Cross-ISO coverage with ERCOT depth.
Deal structuring, IRR modeling, and offtake economics for BESS and hybrid gas-plus-storage transactions.
Power procurement assessment for large-load deployments, from interconnection through delivered cost of firm power.
Market analysis and deal support for institutional investors evaluating US power infrastructure opportunities.
Latest analysis
A transparent way to translate stated nameplate capacity into deliverable megawatts, for hyperscalers pricing offtakes, infra funds underwriting platforms, and developers valuing queue positions.
July 14, 2026 · 4 min read
For hyperscalers · For developers · spp · gas · oklahoma
July 12, 2026 · 1 min read
For data centers willing to look past the marquee markets: SPP holds more deliverable firm gas than PJM and MISO combined, mostly in Oklahoma and the Texas Panhandle.
For hyperscalers · For infra funds · ercot · gas · procurement
July 11, 2026 · 3 min read
For hyperscalers and infra funds procuring firm power: when the deliverable set sits in a countable number of sellers, price is set by relationship and option value, not by an auction.
For hyperscalers · For infra funds · ercot · gas · interconnection
July 10, 2026 · 4 min read
For hyperscalers siting loads and infra funds valuing gas platforms: the firm gas you can actually buy is concentrated in West Texas and nearly absent from the DFW load pocket.
Tafel Power is a boutique advisory practice covering power transaction structuring and analysis for AI infrastructure and large-load deployment. Cross-ISO coverage with ERCOT depth.
Kris Narayanan
Tafel Power LLC. Houston, Texas.
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