Use Cases

Insights Energy Markets & Credit Risk

FERC Opened the Door to Surety Bonds for Interconnection. Now the Real Work Is Happening at the RTO Level

FERC's Order 2023-A explicitly permits surety bonds for certain generator interconnection deposits. Explore how RTOs like PJM are implementing this rule and what it means for developers' credit capacity.

Read the piece Jack Chilson, Analyst · Sep 22, 2026 · 2 min read

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Energy Markets & Credit Risk

Why Surety Bonds Belong in Data Center Tariffs

Collateral should be judged by issuer quality and payment terms, not by whether it comes from a bank or an insurer. Discover why properly structured surety bonds belong in data center tariffs.

Sep 17, 2026 · 3 min
Energy Markets & Credit Risk

Uncoupling: Why Your Power Bill Is Relying Less on Natural Gas

As batteries and solar grow in ERCOT, the historical link between natural gas and wholesale electricity prices is weakening. Discover how this shift impacts risk management and investment in the Texas power market.

Sep 11, 2026 · 4 min
Energy Markets & Credit Risk

The New Cost of Entering ERCOT's Queue

ERCOT’s proposed large-load rules could require a 500 MW data center to commit $25–$50 million and keep collateral posted for 7–9 years. Explore the financial impact of Texas's proposed ERCOT interconnection framework.

Aug 4, 2026 · 3 min
Energy Markets & Credit Risk

Surety Bonds as a Development Finance Tool for Interconnection Deposits

Comity recently arranged interconnection surety bonds for a solar developer across three distributed generation projects, demonstrating how surety structures can substitute cash deposits and preserve capital.

Jul 29, 2026 · 2 min
Energy Markets & Credit Risk

Power Constraints and Capital Requirements Reshape Data Center Development

Data center development is colliding with an aging electric grid. Learn how grid interconnection speed, workforce shortages, and massive capital requirements are reshaping digital infrastructure.

Jul 22, 2026 · 3 min
Energy Markets & Credit Risk

Takeaways from Infocast: Storage Finance Is Becoming More Disciplined

Battery storage is entering a disciplined phase of growth. Discover our key takeaways from Infocast's Storage Finance conference, including the shift toward contracted revenue, policy risks, and data centers.

Jul 17, 2026 · 4 min
Energy Markets & Credit Risk

Comity's Takeaways from the Maxim Data Center Summit

AI compute demand is clear, but the race is now about power, financing, and speed to market. Discover our key takeaways from the Maxim Data Center Summit, including the Bitcoin-to-AI pivot and evolving GPU economics.

Jun 24, 2026 · 4 min
Energy Markets & Credit Risk

The Houston Paradox: Why ERCOT Battery Developers Are Betting on the Lowest-Spread Zone

Houston has the lowest price spreads in ERCOT, yet holds the densest pipeline of new battery storage projects. We explore why developers are making a massive 8.7 GW bet on future industrial and data center load growth.

Jun 17, 2026 · 7 min