Two markets now price each other. We cover both.
Data is the input every model needs and power is the constraint on every model that runs. Incretium publishes a briefing on each, written for the people who have to sign the agreement, underwrite the asset, or defend the number in a meeting.
What corpora sell for and how the agreements are built. Term, exclusivity, per unit against lump sum, revenue share, audit and takedown rights. Where two transactions are comparable, the implied per unit value runs with the basis it came from.
Queue positions, large load tariffs, PPA and curtailment terms, substation timelines and utility rate cases, read the way a lender reads them. A minimum take is three questions, and all three run in the issue.
Primary documents first, which means filings, tariffs, dockets, complaints, releases and earnings calls rather than coverage of them. Structure before headline value, because the term and the denominator decide what a number means. Anything that cannot be confirmed against the underlying document is published as unconfirmed and named as such. Neither title carries advertising, and the lists are not shared or sold.