Energy & Grid Venture
Every day, wind and solar farms curtail — they produce energy the grid can't use because demand isn't in the right place. We work to change that. By putting load where the power already is, we help the grid absorb clean energy it would otherwise waste.
The Problem
The U.S. electrical grid was built for a different world. Power flowed from large central plants to nearby consumers. Today, renewable generation is spread across remote regions — West Texas wind, Midwest solar — while demand is clustered in cities that are far away and already stressed.
The result is transmission congestion: too much power in one place, not enough capacity to move it. Grid operators respond by curtailing renewables — literally turning off clean energy — while simultaneously importing dirtier, more expensive power elsewhere.
New data centers, EV charging hubs, and industrial loads are making this worse. They get sited where real estate and permits are easy, not where the grid needs them. The problem compounds itself.
Our Approach
Instead of treating the grid as a service that follows demand, we treat it as the starting point. Where is energy being curtailed? Where does the grid have headroom? Those locations are where new load should go.
Using FERC interconnection data and ISO curtailment reports, we map regions where renewables are regularly turned off due to local oversupply or constrained transmission.
Data centers, electrolyzers for green hydrogen, and battery storage are all loads that can be sized and operated to absorb variable renewable output — without requiring perfect timing.
We model the avoided curtailment, reduced congestion costs, and system-level benefits for the ISO — creating a business case that benefits the developer, the utility, and ratepayers.
Why It Matters
When the grid wastes clean energy, someone pays for it. Curtailment costs are passed to ratepayers. Congestion raises electricity prices in dense, often lower-income urban areas. Meanwhile, the communities near wind and solar installations see the industrial footprint but not the economic benefit.
Grid-supportive siting changes this. Load placed near renewable generation can anchor local economic activity — data center jobs, tax base, energy revenue — in rural areas that have historically been bypassed by the clean energy transition.
It also makes the transition faster. Every megawatt of curtailed renewable energy absorbed by a well-sited load is a megawatt that doesn't need a new transmission line, a new substation, or years of permitting.
We're building the analytical tools and partnerships to make grid-supportive siting the default — not the exception. If you're developing load, working in energy policy, or investing in the energy transition, let's talk.