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Luminary Strategies Expands its Prosperous Infrastructure Platform with V-Wire

Luminary’s Substack announcement of its V-Wire pre-seed advisory, with an invitation to the September 17 ERCOT Large Load Working Group deep dive.

Luminary Strategies

In brief

Arushi announces V-Wire as Luminary’s next pre-seed advisory. With PCLR opening a new speed-to-power market in Texas, V-Wire is building the attribution layer for non-firm grid connections, starting with Front-of-the-Meter Netting, so flexible loads can finance batteries or generation while those resources stay visible and useful inside the ERCOT market. V-Wire also helped found the Global Capacity Alliance, which is bringing Front-of-the-Meter Netting into ERCOT’s stakeholder process, and the post invites readers to a two-hour deep dive at ERCOT’s Large Load Working Group on September 17.

Key points

  1. 01V-Wire joins Luminary’s Prosperous Infrastructure platform as a pre-seed advisory.
  2. 02Front-of-the-Meter Netting lets flexible loads finance resources that stay inside the public grid.
  3. 03A two-hour deep dive at ERCOT’s Large Load Working Group on September 17, 2026.

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Aurora Energy ResearchAurora Analysis Finds New Front-of-Meter Netting Construct May Enable Improved Datacenter Interconnection Pathway Using Co-Located Energy, While Minimizing Grid Reliability Risk
Press release

Aurora Analysis Finds New Front-of-Meter Netting Construct May Enable Improved Datacenter Interconnection Pathway Using Co-Located Energy, While Minimizing Grid Reliability Risk

Aurora Energy Research announces its front-of-meter netting analysis for data centers on ERCOT’s PCLR pathway.

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