Luminary Strategies, LLC
Arushi Sharma FrankThis Substack will feature writings and research related to my professional work consulting for U.S. and foreign energy companies on market strategy and regulatory solutions.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Subscribers | Read | luminarystrategies.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Dispatchability, Not Vibes: What PJM Market Monitor Gets Right—and Misses—on Data Centers Flex
The market monitor is absolutely right about one thing: the way PJM’s demand-response products work today is not a substitute for real capacity. They’re voluntary, they’re called only in emergencies, and PJM doesn’t have a clean way to forc...
DOE’s To-Do List on Load Flexibility Support for Speed-to-Power
A real pathway for accelerating large electronic loads onto the system depends on one thing we don’t yet have: planners need to be able to model flexible behavior and trust it. Until that happens, every 80–120 MW data campus gets treated as...
A Moment in History: Flex Wins in Hard Policy Conversations at FERC
Legitimizing Grid Flexibility for the AI Tech Sector while Other Approaches Struggle
Bechtel to Build More for AI Factories
The AI Factory Era needs an EPC Prime, Bechtel announces it will fill the gap.
Authors
The writers behind this newsletter.
I help energy technology and service companies figure out how to do new things. I enjoy breathing clean air, don't you?
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