Tafel Power

Methodology

The analysis published under the Tafel Power Brief and related insights draws entirely on public regulatory and market sources. This page describes the data sources, the research process, and the verification discipline applied before publication.

Data sources

All published analysis draws on public sources:

  • ERCOT and (progressively) other US ISO interconnection queue reports and market monitor reports
  • Public Utility Commission of Texas (PUCT) dockets, particularly Project 58481 (Large Load Interconnection Standards) and Project 58479
  • Federal Energy Regulatory Commission (FERC) eLibrary filings on co-location, Order 2023 implementation, and related dockets
  • SEC filings from major energy sector companies (10-K, 10-Q, 8-K, proxy statements, and earnings releases)
  • Energy Information Administration (EIA) generator inventory and generation data (Forms 860 and 923)

No paid data services are used. No private disclosures, non-public deal terms, or confidential information from advisory engagements appear in published analysis.

Research process

Tafel Power uses a structured research process to track public regulatory, market, and company sources across ERCOT and progressively other US ISO markets. The process supports cross-source analysis, such as comparing ISO queue data with equipment supplier disclosures and public company filings.

The underlying sources are public.

Verification discipline

Every published Brief that names an entity is reconciled against the immutable source document before publication. Aggregate claims are cross-checked against source totals. When the structured reading of a source disagrees with the source document itself, we default to the more conservative interpretation.

Every published piece carries a methodology footnote citing specific source files, retrieval dates, and any assumptions applied to the analysis.

What we do not publish

  • Forecasts of specific project outcomes (delivery, delay, cancellation)
  • Rankings that name individual counterparties as most or least likely to succeed
  • Predictions about individual company earnings, stock performance, or strategic decisions

Our focus is structural market analysis and deal-economics implications, not the rating of specific counterparties.

Corrections

If you notice a factual error in any published piece, or if a source document has changed status since we published, corrections are noted at the bottom of the affected piece with the date of correction.