[ 01 ] Behind-the-Meter Flexible Compute · Utility-Scale Renewables

Monetizing
Stranded Power.
Stabilizing the Grid.

Porter/Collins builds Active Dispatchable compute loads that co-locate behind the meter with utility-scale solar and battery storage. We transform curtailed daytime generation into predictable revenue — while perfectly protecting your capacity payments.

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[ 01 ]
TWh-scale
Annual solar curtailment in every mature solar grid
SCOPE   global
[ 02 ]
0 MW · 18:00–22:00
Guaranteed hard shutoff during evening net-peak hours
PROTOCOL   scheduled · daily
[ 03 ]
BTM
Co-located behind the meter, zero grid withdrawal during operation
TOPOLOGY   private wire
[ 02 ] The Problem

The Decoupling Crisis

Solar and battery storage are the Swiss Army knife of the modern energy transition. Every grid that scales them runs into the same structural wall.

Generation is being built faster than transmission can be upgraded. Interconnection queues stretch years deep. The result is the now-familiar duck curve: massive midday solar surpluses with nowhere to go, followed by a steep evening ramp that strains the same grid the surplus could not relieve.

Across mature solar markets — CAISO, ERCOT, Iberia, the Australian NEM, and the fast-scaling LATAM and MENA grids — operators are watching utility-scale solar plants curtail GWh-by-GWh and clear at zero or negative prices during the very hours those assets were built to monetize.

Capital deployed against generation is producing zero marginal revenue during the windows it was designed for. Waiting for transmission upgrades is a multi-year horizon that bondholders, sponsors, and asset rotation funds cannot accept. The supply/demand mismatch is a permanent feature of solar-led decarbonization, not a transient growing pain.

[ Affected Markets ]

CAISO  ·  ERCOT  ·  Iberia  ·  Australian NEM  ·  LATAM  ·  MENA

[ A ]
TWh-scale
Annual solar curtailment across every mature market
TREND   structural · growing
[ B ]
≤ $0/MWh
Negative daytime spot pricing now routine in solar-heavy zones
FREQUENCY   daily · midday
[ C ]
Multi-year
Typical horizon for transmission upgrade relief
BLOCKER   permitting · queues
[ 03 ] The Solution

A Co-Located,
Behind-the-Meter Asset.

Porter/Collins deploys flexible compute infrastructure directly behind the meter at utility-scale solar and BESS sites. By sitting inside the host facility's point of interconnection, our consumption is structured as self-supply — never traversing the public grid, never triggering systemic withdrawal events, and never competing with the host's grid-bound dispatch.

[ A ]

Behind-the-Meter Topology

A single point of connection shared with your solar and BESS. Our consumption is private-wire by design and never appears on the system operator's withdrawal ledger.

Topology · BTM · single PoC
[ B ]

Self-Supply Framework

We operate within each jurisdiction's behind-the-meter and self-supply rules — engaging the local TSO, ISO, or regulator early and structuring our load to fit cleanly inside existing flexibility frameworks.

Framework · self-supply · regulator-aligned
[ C ]

Universally Deployable

The model works wherever solar generation outpaces transmission — from CAISO and ERCOT to the European interconnections, the Australian NEM, and the LATAM and MENA build-outs. Same physics, same arbitrage, same capacity discipline.

Coverage · global · jurisdiction-agnostic
[ Position ]
“A behind-the-meter compute load is the only structurally clean way to monetize curtailed solar without putting the host's capacity revenues at risk.”
Porter/Collins  ·  Operating Principles, 2026
[ 04 ] Operations

Sub-Millisecond
Load Shedding.

Algorithmic curtailment, mapped to the host market's settlement intervals — with a hard, contractually enforced shutoff during the evening net-peak window every operating day.

[ A ]   Settlement-Aligned Arbitrage

Mapped to the system operator's settlement intervals.

Our control system maps power draw to the host market's settlement intervals — whether that's 5-minute, 15-minute, or 30-minute resolution. Algorithmic load shedding executes in sub-millisecond response time, allowing the asset to consume only when curtailed energy is genuinely available — never displacing grid-bound generation, never creating an unscheduled withdrawal.

  • ›   Real-time integration with system operator dispatch
  • ›   Sub-millisecond curtailment on price or signal
  • ›   Auditable per-interval consumption logs
[ B ]   The Capacity Guarantee

Scheduled hard shutoff: 18:00 — 22:00, daily.

We execute a scheduled hard shutoff during the grid's evening net-peak window every day. By curtailing our load to 0 MW from 18:00 to 22:00 local time, we guarantee zero cannibalization of the host's capacity market revenues. Your BESS dispatches 100% to the grid when the system needs it most — exactly when capacity payments clear.

Contractually enforced · 100% of operating days
[ Daily Profile ]

P/C compute load  vs.  BESS grid dispatch
24-hour cycle, local time

UNIT   % of installed capacity
100 75 50 25 0 00:00 03:00 06:00 09:00 12:00 15:00 18:00 21:00 24:00 PEAK SOLAR HARD SHUTOFF 0 MW · 18:00–22:00 BESS
P/C compute load BESS grid dispatch Net-peak window · 18:00–22:00
[ 05 ] Partnership Model

Zero CAPEX.
Asset Rotation Ready.

[ Consortium ]

Porter/Collins represents a consortium of experienced builders and operators establishing local SPVs for each deployment. The consortium operates a combined 200 MW of active behind-the-meter mining sites across the US, New Zealand, and Australia today. Each LATAM site is structured as a standalone SPV with distinct build / own / operate layers — structurally compatible with host equity participation under the applicable self-production framework.

[ A ]
200 MW
Combined operating capacity across the consortium today
FOOTPRINT   US · NZ · AU
[ B ]
Local SPV
Each site is its own special-purpose vehicle with distinct B/O/O layers
STRUCTURE   build · own · operate
[ C ]
Host-Open
Structurally compatible with host equity participation under self-production
PARTICIPATION   available on request

Porter/Collins offers a zero-CAPEX structure for generators. We sign a behind-the-meter PPA for the daytime solar production that would otherwise be curtailed, deploy and operate the compute infrastructure on our own balance sheet, and pay the host a fixed off-take regardless of spot conditions.

The hybrid SPV gains a predictable, contracted revenue floor on previously stranded production. That floor flows directly into the asset's discounted cash flow model, boosting Enterprise Value and bankability for institutional exit sales — the core thesis underpinning every asset rotation strategy in the global renewables space.

No additional capital. No lender consent risk on grid usage. No cannibalization of capacity revenues. Just a cleaner SPV cash flow profile and a more bankable exit — wherever your assets sit.

[ Host Receives ]
  • 01
    Zero capital outlay required from the host
    CAPEX
  • 02
    Fixed off-take on otherwise curtailed daytime hours
    REVENUE
  • 03
    Improved Enterprise Value on hybrid solar + BESS SPVs
    VALUATION
  • 04
    Highly bankable for institutional asset rotation exits
    EXIT
[ Commercial Models ]

Three structures.
Same hardware. Pick the one that fits your asset.

Every model is zero-CAPEX, USD-settled, and preserves capacity revenues via the 18:00–22:00 hard shutoff. The structure varies with how much revenue floor the host wants in exchange for how much daytime upside.

[ 01 ]   Curtailment-Only

Spillover Off-taker.

Compute powers ON only when the system operator orders the host to curtail. A pure physical buyer of last resort — turning a 100% loss into net-new revenue with zero CAPEX from the host.

FIT   lowest-risk · first-deployment
[ 02 ]   Zero-Price Floor

Fixed-Volume Backstop.

A PPA on a fixed annual volume at a contracted floor, dispatched only during $0/MWh spot hours. A bankable revenue floor on hours otherwise given away free, with the BESS untouched for evening peak.

FIT   revenue-floor · lender-friendly
[ 03 ]   Algorithmic Ladder

Cost-Responsive Dispatch.

An 8,760-hour matrix. Premium is pegged to the spread between nodal cost and our breakeven — the host always clears at the higher of the grid or P/C price. Hard shutoff 18:00–22:00 still preserves 100% of BESS for evening peak.

FIT   maximum-yield · sophisticated host
[ 06 ] Sustainability & Grid Safety

Built to Strengthen
the Grid, Not Stress It.

Porter/Collins is engineered as a grid-stabilizing asset. Our regulatory, safety, and sustainability commitments are designed to meet the institutional thresholds of Tier-1 sponsors, lenders, and asset rotation buyers — in every jurisdiction we operate.

[ A ]

Code-Compliant Electrical Infrastructure

Every Porter/Collins deployment meets international electrical safety standards — including arc-fault protection (IEC 62606 / NEC AFCI) and the current ground-fault and isolation requirements for the host jurisdiction.

IEC 62606 · NEC AFCI
[ B ]

Grid-Forming Inverter Compatible

Our integration model supports partner BESS facilities running grid-forming inverters that improve local voltage and frequency stability — strengthening the grid we share, not stressing it.

Grid-Forming · V/f stability
[ C ]

Local Grid Security First

Operational protocols are designed around the host system operator's reliability standards, worker safety, and full transparency. Every shutoff, every dispatch, fully auditable.

Auditable · Transparent
[ Principals ]
[ GP ]
Dennis Porter
General Partner

Co-Founder, Satoshi Action Fund. A leading advocate for energy-integrated compute and dispatchable load infrastructure across US and global markets.

[ GP ]
Simon Collins
General Partner

Founder, Stackr and Stacked. Track record across compute, fintech, and renewable-integrated energy infrastructure design.

[ Ready to Align ]

Open a confidential conversation with Porter/Collins.

For Tier-1 generators, regulatory counsel, and institutional sponsors evaluating behind-the-meter co-location at utility-scale solar and BESS sites worldwide.

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