Luminary Strategies, LLC

A Clean, Fast Path to Energize Large Loads in ERCOT - Proposal Coming Soon

NPRR1188 is an Essential Solution for ERCOT Operation of Controllable Loads - Now We're Trying to Move its Benefits into Controllable Load…

Sep 18 • 

Arushi Sharma Frank

1

August 2025

The Utilities Sector Capital Backbone Has a Blind Spot — No Flex in the Term Sheet

Goldman Sachs Global Institute's AI Grid Flex piece is a strong market signal to shift the capital financing model for the utilities sector - and save…

Aug 14 • 

Arushi Sharma Frank

3

Foundations of Real-Time Dispatch & Fitting VPP and Load Flex in Operations

A thinkpiece to bring together Flexibility with SCED, Control Room Operations, and Reserve Management Across U.S. Power Systems.

Aug 2 • 

Arushi Sharma Frank

2

Texas SB6 Implementation Roadmap - Staff's August 1 2025 Proposal

Here is what I think can happen and should happen.

Aug 1 • 

Arushi Sharma Frank

2

July 2025

SPP Updates: Revision Request 696 Scuttle and Details of the Multipath Bonanza for Developers Who Get It

Looks like SPP's proposals will get through, but stakeholders will be stakeholders.

Jul 18 • 

Arushi Sharma Frank

June 2025

Revenue Unlock for ERCOT Batteries

A tutorial in meter design choices that work for batteries in the ERCOT wholesale market.

Jun 3 • 

Arushi Sharma Frank

4

April 2025

Batteries, Utilities, Cost-Shifts: Understand the Dynamics, Logic, and Need for Grid Policy Transformation in New Orleans

Alliance for Affordable Energy and Together New Orleans have proposed a Distributed Energy Resource Program (DERP) for the City of New Orleans - Let's…

Published on Teach What I Know - Energy & Policy Learning w/ Arushi • Apr 29

Four Types of Flexibility to Make AI Loads a Compatible Dinner Guest for Our Nervous Hosts - US Electric Grids

“Don’t Take the Tablecloth with You!”

Published on Luminary Strategies, LLC • Apr 18

How Texas Wins the AI Race

How policy can motivate tech stack outcomes to improve socioeconomic, reliability, and economic growth outcomes in the Texas AI boom.

Apr 18 • 

Arushi Sharma Frank

4

What’s Actually in the Data Center Flexibility Toolbox?

A myriad of strategies in concert for AI Load Growth require a handshake between regulatory incentives and tech stack investment.

Apr 18 • 

Arushi Sharma Frank

8

Four Types of Flexibility to Make AI Loads a Compatible Dinner Guest for Our Nervous Hosts - US Electric Grids

“Don’t Take the Tablecloth with You!”

Apr 3 • 

Arushi Sharma Frank

4

March 2025

Call to Action: A Flexibility Compact between Compute Loads and Grid Planners & Operators

It’s time to start viewing large compute facilities-driven load growth as a problem that is solvable.

Mar 24 • 

Arushi Sharma Frank

3

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