About Tafel Power

The firm

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.

How we see this market

The AI infrastructure buildout is repricing the US power sector. The binding constraint is not electricity supply in the aggregate. It is time-to-power for firm, delivery-timed, dispatchable capacity.

That constraint is more binding than the current discourse recognizes, and it is being priced unevenly across US ISOs. Our analysis focuses on the deal-economics implications, the "so what for pricing" question, that the trade press covers only unevenly.

Tafel Power insights are written to support power transaction decisions for AI infrastructure, large-load deployment, and institutional capital. The focus is not news coverage. It is deal math, regulatory translation, and time-to-power risk.

Analysis published on the site draws on a structured research process. See the Methodology page for how it is produced.

Leadership

Tafel Power is led by Kris Narayanan. Prior senior leadership roles at Shell Group and Pacific Gas and Electric across power generation, trading, and infrastructure. MIT MBA. Licensed Professional Engineer, Texas.

Kris's background combines power generation, trading, utility operations, infrastructure transactions, and executive leadership across Shell Group, Pacific Gas and Electric, and Tafel Power.

Full background on LinkedIn.