Methodology

The analysis published in the Tafel Power Brief and related insights is based on public regulatory, market, company, and infrastructure data.

This page describes the principal sources, analytical process, and verification standards used before publication.

Data sources

Published analysis may draw on:

Interconnection queue reports, planning studies, load forecasts, and market monitor reports from ERCOT and other US ISOs and RTOs
Public Utility Commission of Texas filings, including large-load, interconnection, transmission, and market design proceedings
Federal Energy Regulatory Commission filings related to interconnection, co-location, transmission, market rules, and Order 2023 implementation
SEC filings, investor materials, earnings releases, and public transaction announcements from energy and infrastructure companies
US Energy Information Administration data, including Forms 860, 860M, and 923
Utility integrated resource plans, regulatory filings, tariff proceedings, and large-load service proposals
State permitting records, environmental filings, pipeline records, equipment supplier disclosures, and other primary public sources

No confidential information, non-public deal terms, or private disclosures from advisory engagements are included in published analysis.

Analytical process

Tafel Power reconciles public datasets across markets, entities, projects, technologies, and time periods. The work may include:

Parent-company and project-entity reconciliation
Comparison of queue records across monthly or annual vintages
Tracking of project status, capacity, ownership, and commercial operation dates
Cross-checking queue data against EIA records, regulatory filings, equipment disclosures, fuel infrastructure, and company announcements
Development of project, developer, market, and regional metrics from primary-source data
Scenario analysis using clearly stated assumptions

The value is in what reconciling the sources reveals: the transaction, investment, and time-to-power implications that only surface once the underlying data is lined up.

Verification standards

Entity-level claims are checked against the relevant source documents before publication.

Aggregate results are reconciled to source totals where possible. Material differences between datasets are investigated and disclosed.

Where sources conflict, Tafel Power uses the most supportable interpretation and identifies significant assumptions, exclusions, and limitations.

Each published analysis includes source references, retrieval dates, and methodology notes appropriate to the work performed.

Use of estimates and judgments

Some analyses require judgment, including project classification, parent-company mapping, status interpretation, timing assumptions, and probability weighting. These judgments are identified when they materially affect the result.

Terms such as screened, credible, planned, committed, near-term, and firm are defined within each analysis and should not be read as guarantees of availability, completion, or commercial performance.

What we do not publish

Tafel Power does not publish:

Confidential or non-public information
Unsupported claims about specific project outcomes
Rankings or conclusions that cannot be reproduced from disclosed criteria
Investment recommendations regarding public securities

Company, developer, project, and market comparisons may be published when they are based on transparent criteria and support a legitimate transaction or infrastructure decision.

Corrections

If a material factual error is identified, or if a source changes after publication, the affected analysis may be updated. Material corrections are noted with the date and nature of the change.