Never Price Off the 69.7 GW: The Deliverability Discount for ERCOT Gas
For hyperscalers · For infra funds · For developers · ercot · gas · framework
July 14, 2026 · 4 min read
Insights
Tafel Power insights 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.
The Second-Largest Merchant Firm-Gas Queue Is in the Plains
For hyperscalers · For developers · spp · gas · oklahoma
July 12, 2026 · 1 min read
Firm Gas in ERCOT Is a Fifteen-Counterparty Market
For hyperscalers · For infra funds · ercot · gas · procurement
July 11, 2026 · 3 min read
Firm Gas in ERCOT Is a Location Lottery
For hyperscalers · For infra funds · ercot · gas · interconnection
July 10, 2026 · 4 min read
The ERCOT Firm-Gas Overlap Problem
For hyperscalers · For infra funds · ercot · gas · interconnection
July 9, 2026 · 3 min read
Batch Zero's Interim Framework and the $50,000 per MW Default
For developers · ercot · batch-zero · puct
July 8, 2026 · 2 min read
The ERCOT Queue by Fuel and IA Status
ercot · interconnection · reference-data
July 5, 2026 · 1 min read
West Virginia Leads PJM in Queued Gas. Most of It Is One Project.
For developers · For hyperscalers · For infra funds · pjm · west-virginia · gas
June 25, 2026 · 2 min read
The World's Largest Data-Center Market Has No New Gas in the Queue
For hyperscalers · For infra funds · pjm · gas · northern-virginia
June 11, 2026 · 2 min read
In MISO, the Firm Gas Is in the Utility Plan, Not the Queue
For hyperscalers · For infra funds · For developers · miso · gas · regulated
May 14, 2026 · 2 min read
Ohio's Gas Queue Looks Empty Because Ohio Already Built Its Gas
For hyperscalers · For infra funds · For developers · pjm · ohio · gas
April 30, 2026 · 2 min read
Turbine Slot Scarcity. What GE Vernova's Q1 Signals for 2027-2028 Delivery.
For developers · For infra funds · equipment · gas-turbines · ge-vernova
April 24, 2026 · 1 min read
The Large-Load Financial Security Just Got Cut in Half
For developers · For hyperscalers · ercot · puct · batch-zero
March 20, 2026 · 1 min read
The ERCOT Queue Is Shrinking. That Is a Good Sign.
For developers · For infra funds · ercot · interconnection · data-centers
February 18, 2026 · 1 min read
Almost All of the ERCOT Queue's Growth Is Gas
For developers · For hyperscalers · ercot · gas · interconnection
January 15, 2026 · 1 min read
For discussions on ERCOT and cross-ISO power transactions, large-load diligence, or AI infrastructure power strategy: kris@tafelpower.com