Grid · Storage · Geothermal · Markets
Where power should go, and what it earns when it gets there.
Twenty-six open research documents by Jason Masters, built through Gaiergy Corp and Ground Floor Energy.
Chapter I · Ground Floor Energy
The grid is mostly a map problem.
Where a battery earns depends almost entirely on where it sits: which market, which zone, whose substation, and what closed nearby. These ten documents are the screening work behind that question, and every one of them cites its own sources.
Ground Floor Energy
Finances, owns and operates battery storage. The siting research is why the batteries land where they do.
EIA-860 Generator Site Map
Every generating unit in the Northeast, layered with live grid infrastructure.
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EIA Power Plant Performance Map
Every US plant of 1 MW and up, flagged when its 2025 output falls below the norm for its own fuel type. Set your own line, by fuel and by state. Source: U.S. Energy Information Administration Forms EIA-860 and EIA-923, 2025 Early Release.
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NY Renewable & Data Center Moratoriums
Which New York municipalities have paused renewables, storage and data centers.
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Substation & Circuit Map
Type a New York address and get the serving utility, feeder hosting capacity, nearest substations and NYISO queue conflicts.
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Illinois Load Zones & Cooperatives
Illinois by wholesale market zone, overlaid with co-op territories.
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California Natural Gas Plants, 10 MW and Under
Small California gas plants, operating, retired and planned, on live grid and pipeline layers. Source: U.S. Energy Information Administration Form EIA-860M, June 2026 edition.
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Alabama Gas & Biomass Plants, 50 MW and Under
Small Alabama gas and biomass plants, operating and retired, on live grid and pipeline layers. Source: U.S. Energy Information Administration Form EIA-860M, July 2026 edition.
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NY Utility-Scale BESS Revenue Stack
Ten revenue streams mapped against the incentive stack, and which legally combine.
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The New York Electricity Marketplace
How NYISO works, and where storage earns inside it.
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Battery Opportunities in PJM
The case for storage after the capacity price run-up.
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NY 5 MW Battery Site Search
Where a 5 MW battery can connect on New York's distribution lines.
Open →Chapter II · Tracking the Money
The same question, priced.
Public markets are the other side of the energy transition. These are working notes on index concentration, sector valuation and single names, written to be checked rather than believed. None of it is advice.
Tracking the Money
Independent research. Every figure is sourced at the point of use, and personal position data is deliberately not published.
IPO Performance Dashboard
First-year post-IPO price paths for eleven listings, with a simulator.
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SOLV Energy (MWH) Deep Dive
Post-IPO fundamentals of a utility-scale solar contractor, from the filings.
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Inside FSKAX: The Top 15
How concentrated a total-market fund is, rated for data-center exposure.
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Is XLI's Price Justified?
An industrials fund's multiple tested against demand in its top 20.
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European Country ETFs
Seven country funds on total return, drawdown and what you actually own.
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Renewables Stock Comparison
Equinor, CATL and the pure-play renewable utilities as different ways to own the transition.
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Chapter III · Gaiergy
Heat has a grid too.
A thermal energy network is a shared underground water loop that lets a whole neighborhood heat and cool itself from the steady temperature of the ground. Borefield design, network hydraulics and the economics that make a town-scale system pencil are Gaiergy's core engineering practice. Client project work is under agreement and is not published here.
Gaiergy
An energy engineering consultancy: master planning, technoeconomic analysis, geothermal networks, storage and marine energy.
What a US Battery Project Actually Costs
The real installed number, not the tidy global average.
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Fighting Words, Fact-Checked
Claims from a major bank's annual energy paper, tested against primary data.
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Capability Statement
Services, federal identifiers and past performance on a single sheet.
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The CESIR, Explained
New York's interconnection study, step by step: the clocks, who pays, and a cost model you can slide.
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ICAP Payments, Explained
How New York pays a 5 MW battery for capacity, why one hour sets a whole year, and the summer plan that covers it.
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