October 25, 2026
The AI Campus Could Leave America. So Far It Has Not.
Every US site now has two gates: whether the grid can serve it, and whether the local utility's rates make the data center pay its own way.
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.
Latest analysis
Half a Gas Plant's Earnings Came on 1 Percent of Its Days
Fifteen years of Texas power prices show that the days that create most of a gas plant's value are the days it is hardest to deliver.
October 28, 2026 · 10 min read
Recent Analysis
October 10, 2026
Where Does the Money From a Data Center Power Plant Go?
We modeled a 1,000 MW gas plant built to power a data center. Lenders and investors collect about seven times what the companies that build it earn, for putting up the money.
October 3, 2026
The Plant That Outlives the Bridge
A data center that pays enough during the bridge years can repay its gas plant before the grid arrives. Then the later years can become largely upside. If it does not, they are a bill. The disclosed contracts rarely say who gets which.
About Tafel Power
Tafel Power provides independent analysis and investment diligence for firm power and large-load infrastructure. Cross-ISO coverage with ERCOT depth.
Contact
Kris Narayanan
Tafel Power LLC. Houston, Texas.