Luminary Strategies, LLC

Luminary Strategies, LLC

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Well a Very Merry Thursday to You - ERCOT, PUC TX, PJM, FERC, NOLA in A Single Day
A day loaded with announcements, orders, and comments in the spaces I work in - FERC, PUC Texas Reliability and Large Load, Google and Lancium, and a…
 • Arushi Sharma Frank
Grid Positive, People Positive: Where Money and Time Must Go in this Decade
Is there something about 2026-2030 that can be the push to finish good work we've started in ERCOT? I have 2 months to think about it, before I say it…
Published on Teach What I Know - Energy & Policy Learning w/ Arushi • 
Dispatchability, Not Vibes: What PJM Market Monitor Gets Right—and Misses—on Data Centers Flex
What to Know and How to Talk About It
 • Arushi Sharma Frank
DOE’s To-Do List on Load Flexibility Support for Speed-to-Power
A list of recommendations to bake into DOE comments on Speed to Power - mostly on software support for changing grids.
 • Arushi Sharma Frank
A Moment in History: Flex Wins in Hard Policy Conversations at FERC
Legitimizing Grid Flexibility for the AI Tech Sector while Other Approaches Struggle
 • Arushi Sharma Frank
Bechtel to Build More for AI Factories
The AI Factory Era needs an EPC Prime, Bechtel announces it will fill the gap.
 • Arushi Sharma Frank
Energy for AI: Matchmaking in an Increasingly Difficult Dating Environment
Bridge the Gaps among Capital, Customers, Regulators, Operators, and Policy Actors
 • Arushi Sharma Frank
Luminary Strategies, LLC
Luminary Strategies, LLC
This 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.

Luminary Strategies, LLC

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