Electron Economics

Electron Economics — Interlinked structured analytical datasets on AI-infrastructure economics, exposed through a live parameterized model: (1) DC Residual Value model — probability-weighted residual-value curves for data-center IT assets built from replacement cost × market-depth × power-contract × ISO × tenant × renewal-probability; (2) EE Forecast 2040 v1.9 US installed AI data-center capacity scenarios by ISO/constrained-base-accelerated (e.g. 175.2 / 257.1 / 310.4 GW at renewal); (3) EE Tariff Tracker — filed large-load tariff and collateral terms by utility (Dominion GS-5, Georgia Power…

Electron Economics offers (Alternative, Reference, Fundamental) — ~86 dated analytical pieces in the indexed knowledge graph (from Jan 2021 forward) with named-entity cross-links; tariff tracker covering multiple utility large-load tariffs across several ISOs plus FERC rulemaking records; forecast model with 3+ capacity scenarios per territory out to 2035; capex stack with dozens of cost components; residual-value DCF with ~20 parameters × multiple ISO/tenant/contract permutations. Total footprint is thousands of curated, individually provenance-tagged data points.

Collateral residual-value and coverage-ratio testing for GPU/data-center lenders and ABS underwriters; project-finance structuring (loan-to-cost, amortization, renewal risk); siting and ISO selection using large-load tariff + collateral cost surfaces; AI capex forecasting and GW demand modeling; calibration/eval corpora for LLM agents doing infrastructure credit or power-market reasoning, where the per-parameter provenance label is directly usable as a groundedness/reliability training signal

The data is with 6 years of history.

Coverage spans US; Financial Exchanges & Data, Electric Utilities, Web Hosting & Data Center Services; alternative, reference, fundamental; fixed_income, structured_products, commodities, equities.