About Tafel Power

The firm

Tafel Power provides independent analysis and investment diligence for firm power and large-load infrastructure across US power markets, with deep experience in ERCOT.

How we see this market

The AI infrastructure buildout is repricing the US power sector.

The binding constraint is delivering firm capacity at the location and time the customer needs; aggregate supply is rarely the problem.

That constraint is priced unevenly across US markets. Interconnection rules, fuel access, transmission availability, equipment constraints, market structure, and regulatory requirements can materially change the economics and timing of a transaction.

Tafel Power focuses on the commercial implications of those constraints. Our work spans firm-power and storage economics, large-load strategy, and infrastructure investment diligence. Published insights are designed to inform investment and procurement decisions through deal economics, regulatory interpretation, market data, and time-to-power analysis.

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

Leadership

Tafel Power is led by Kris Narayanan.

Kris has held senior roles at Shell Group and Pacific Gas and Electric across power generation, utility operations, infrastructure transactions, commercialization, and strategic investment.

His background combines engineering, power markets, infrastructure development, transaction strategy, and leadership. MIT MBA. Licensed Professional Engineer, Texas.

Full background on LinkedIn.

The name

Tafel Power is named for Julius Tafel, the electrochemist. His equation, η = a + b log i, relates overpotential to current and describes the additional force it takes to drive a reaction. Firm power is the same problem at grid scale. Capacity can look available on paper, and the real work is determining what it takes to deliver it at the required location, reliability, cost, and date.