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TheGridLetter is a publication about Texas energy markets, an open source for anyone with a stake in understanding them.
That includes the commercial operator managing a six-figure electricity bill, the entrepreneur building in the energy space, the student trying to make sense of ERCOT, and the curious Texan who opened their bill last summer and wanted answers.
If Texas energy is on your radar in any capacity, you’re in the right place.
We publish a mixture of market intelligence, data analysis, and plain-language breakdowns of one of the largest, most complex and consequential power grids in the world.
The goal is always the same: take what’s complicated and make it accessible without dumbing it down.
A note from our founder
I write to inform, not to market.
TheGridLetter was never built around a sales goal or client quota. It was built around a fascination with information asymmetry, the gap between what the market knows and what it should know. Closing that gap is meaningful work to me because it helps people make better decisions in a system that affects all of us.
As a Houston native, I grew up watching the city evolve without fully understanding the forces driving that change. My background in financial markets and data analysis led me to Texas energy, where I discovered a system that felt surprisingly familiar: complex, dynamic, and often misunderstood.
Today, I operate at the intersection of those interests; as a researcher, writer, and student of the industry itself.
Houston is more than my hometown. It is the energy capital of the world. I make a point to stay embedded in that ecosystem, whether that’s spending time at the Ion, connecting with operators and innovators, or studying the market firsthand.
TheGridLetter exists to create better connections between people and the systems shaping their future. Everything else follows from that.
— Atai
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