FIRSTVAL

05Energy & Utilities

Reliability and margin, in the same model.

Grid, asset and trading twins that price reliability, outage risk and flexibility together — with agents operating under NERC CIP and market-conduct rules.

North Star

Margin per MWh delivered reliably

The value engine, end to end

Discover → Model → Twin → Agents → Govern → Compound

The same six moves we run everywhere, expressed in the physics of this industry.

01

Discover

Where does reliability cost the most margin?

Reliability–margin map

02

Model

What drives outage, loss and imbalance?

Causal network model

03

Twin

What if we re-dispatch or defer capex?

Grid and asset twin

04

Agents

Who acts inside the control room boundary?

Advisory + execution agents

05

Govern

Is it CIP-compliant and auditable?

NERC CIP control file

06

Compound

Does SAIDI and margin both improve?

Outcome contract

Where the value is

Value pools and their drivers

Before a twin is built, we agree where the money sits and what moves it.

Value pool

Asset health

Driver

Failure risk, capex deferral

Measured as

Deferred capex per asset class

Value pool

Network losses

Driver

Technical and non-technical loss

Measured as

MWh recovered

Value pool

Trading & flexibility

Driver

Imbalance cost, flex dispatch

Measured as

Margin per MWh

Value pool

Customer ops

Driver

Billing exceptions, contact volume

Measured as

Cost to serve per meter

Use cases

Where value is already sitting in Energy & Utilities

Each one is a number somebody already owns, a twin that models it, and an agent that moves it inside a defined authority. Filter by function.

5 use cases

Load and generation forecasting

Forecasts demand and renewable output at the interval the market settles on, so positions and dispatch are priced against reality.

Moves
Imbalance cost per MWh
Twin
Grid Twin
Capability
Forecasting

Outage prediction and crew dispatch

Anticipates where the network will fail under weather and load, and positions crews before the call volume arrives.

Moves
Minutes lost per customer
Twin
Grid Twin
Capability
Geospatial ML

Asset and vegetation inspection from imagery

Reads drone and satellite imagery for the spans that need attention this cycle instead of inspecting everything on a calendar.

Moves
Risk reduced per inspection dollar
Twin
Asset Twin
Capability
Vision models

Commodity position and hedge optimisation

Tests the hedge book against forecast, weather and regime scenarios, and shows what breaks first.

Moves
Risk-adjusted margin
Twin
Financial Twin
Capability
Simulation

Emissions accounting and abatement ranking

Builds an auditable emissions position by source and ranks abatement options by dollars per tonne, not by ambition.

Moves
Cost per tonne abated
Twin
Compliance Twin
Capability
Data lineage + optimisation

Outcome twins

Twins, levers, features and the agents that run them

Each twin owns a set of levers. Each feature moves one lever. Each agent executes inside a defined authority.

Grid Twin

Model the network state and price the next intervention.

Levers

SAIDI / SAIFILoss rateConstraint cost

Features

  • Outage prediction
  • Switching advisory
  • Loss detection

Multi-agent layer

  • Outage Agent

    Pre-positions crews against predicted faults.

Asset Twin

Defer capex without buying reliability risk.

Levers

Failure probabilityReplacement timingInspection cost

Features

  • Health scoring
  • Capex sequencing
  • Inspection routing

Multi-agent layer

  • Capex Agent

    Ranks and sequences asset interventions.

Trading & Flex Twin

Turn flexibility into a priced, dispatchable position.

Levers

Imbalance costFlex utilisationHedge efficiency

Features

  • Forecast ensembles
  • Dispatch optimisation
  • Position monitoring

Multi-agent layer

  • Dispatch Agent

    Proposes flex dispatch inside risk limits.

Customer Ops Twin

Remove exceptions from billing and service.

Levers

Exception rateContact volumeDebt roll-rate

Features

  • Exception triage
  • Consumption anomaly detection
  • Contact deflection

Multi-agent layer

  • Billing Agent

    Resolves exceptions before the bill goes out.

Unit economics

ROI calculator — per feature, per unit

Set your volume, switch features on or off, and move each impact to your own evidence. Everything is expressed per MWh.

MWh delivered per year

9,000,000

Contribution per MWh

$14

Per-MWh margin; substitute per-meter economics for retail supply.

Annual program investment

$3.5m

Grid Twin

VolumeDelivered MWh

2.0% — Fewer unserved hours from predicted faults.

$2.5m

annual value

Grid Twin

LeakageNon-technical loss

18.0% — Recovers energy currently unbilled.

$10.9m

annual value

Asset Twin

Unit costAsset cost per MWh

3.0% — Defers spend where risk allows.

$22.1m

annual value

Trading Twin

Unit revenueRealised price per MWh

1.5% — Better position against imbalance.

$13.0m

annual value

Customer Ops Twin

Unit costCost to serve

1.5% — Billing exceptions resolved without a human.

$11.1m

annual value

Value by feature

Annual value contributed by each active feature at current settings.

Value and ROI vs volume

How engineered value and ROI move as mwh delivered per year change. The marker is your current setting.

Cumulative value vs investment

Where the curve crosses the investment line is payback.

Value mix by lever

Which lever the engineered value is actually coming from.

Baseline contribution

$126.0m

Engineered annual value

$59.6m

ROI on program

1602%

Payback

0.7 months

Directional model. In an engagement every number here is replaced by your measured baseline, signed off by finance, and written into the outcome contract before any agent goes live.

Scale

How this compounds from one unit to the enterprise

01

One feeder / one asset class

Prove predicted vs realised reliability value.

02

One region

Same twin, regional constraints and crews.

03

Enterprise

Single reliability-to-margin number across the network.

Integrations

Domain platforms we connect

Vendor-agnostic by design. Connectors are added per engagement — no platform lock-in.

Grid & OT

  • GE GridOS
  • Siemens Spectrum
  • OSI monarch
  • AVEVA PI

Asset & work

  • IBM Maximo
  • SAP PM
  • Copperleaf
  • Esri ArcGIS

Market & trading

  • ETRM platforms
  • Enverus
  • ICE
  • EPEX

Data & cloud

  • Snowflake
  • Databricks
  • Azure
  • AWS

Regulations and standards

What we are held to in this industry

Compliance is a design input, not a review gate. Every agent action is logged, attributable and reversible.

NERC CIP

Critical infrastructure protection across any agent touching OT.

NIS2

Resilience, incident reporting and supply-chain security.

EU AI Act

Safety-relevant grid AI: oversight, robustness, logging.

REMIT / market conduct

No agent action that could constitute manipulation.

GDPR

Smart-meter consumption data as personal data.

Standards supported

IEC 61850CIM (IEC 61968/61970)IEC 62443ISO 55000ISO 27001NIST AI RMF

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