RELIABILITY ANALYTICS GROUP  ·  ESTABLISHED 2026  ·  WASHINGTON, D.C. Subscriber Login  |  Request Access
RAG
Reliability Analytics Group
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Independent Grid Data & Analytics

Putting regulators on a level analytical footing with the industry they oversee.

The American grid is entering its largest capital cycle in a generation. RAG gives regulators, legislators, and public-interest stakeholders the same curated data and explainable, physics-informed analytics that utilities, developers, and financiers already use — so that spending is justified, not merely asserted.

RELIABILITY · ANALYTICS · GROUP DATA · ANALYTICS · NEWS Est. MMXXVI
$173B
U.S. investor-owned utility capex, 2024 (S&P Global)
$1.1T+
Projected utility investment by 2030 (EEI)
3,000+
Utilities and 11,000 IPPs overseen by federal & state regulators
$200–$5,000
Monthly subscription range, community to institutional tiers
I.

The problem

For more than a decade, decarbonization goals supported elevated utility capital budgets despite relatively modest demand growth. Today, demand growth has returned — unevenly and unpredictably — driven by industrial electrification, reshoring, and clusters of large, flexible and inflexible loads.

  • Reserve margins in major interconnections are tightening.
  • Interconnection queues are congested and poorly prioritized.
  • Transmission cost-allocation disputes are intensifying.
  • Ratepayer resistance to bill increases is rising.
  • Political tolerance for opaque, utility-centric planning is declining.
  • Public decision-makers lack analytics comparable to those used by industry.
Regulators and legislators are being asked to approve or absorb unprecedented capital spending without access to independent, explainable analytics on par with those used by utilities, developers, and financiers. — RAG Business Plan, Executive Précis
II.

Value proposition

RAG's analytics combine tested Physics-Informed Machine Learning (PIML) with mechanically explainable, power-grid-specific deep learning — designed from the outset to be interpretable by non-specialist decision-makers, not just by the engineers who built them.

Independence is the product

RAG is independent of the AI industry, data center developers, utilities, independent power producers, and energy producers. Our competitive advantage rests on serving the public interest in a fair distribution of costs and benefits — not the private interest of any single class of market participant.

Built for institutional use

Results are explainable, auditable, and suitable for regulatory and legislative proceedings. Models are built to test counterfactuals — not merely to optimize within existing institutional constraints — and data is curated, documented, and privacy-protected throughout.

III.

Analytics modules

Two modules are in active beta build-out; two more are next in the development queue, informed by subscriber and public-sector requirements — beginning with the Kentucky Public Service Commission's requirement for just and reasonable transmission cost allocation.

Module A

Asset-Condition Transmission Alternatives

Screens reliability-justified rebuild filings against reconductoring, dynamic line rating, and grid-enhancing-technology alternatives.

Module B

Generation–Pipeline Coordination

Compares the cost and reliability of serving large loads via local generation, pipeline capacity, HVAC transmission, or a dedicated DC interconnector.

Module C

IBR Systemic Reliability Risk

Maps ride-through and ROCOF exposure from inverter-based resources and proposes grid-enhancing-technology mitigations.

Module D

Storage v. Transmission Reliability

Compares battery and gas storage against transmission and pipeline build-out on reliability contribution per dollar and per month.

Subscribers access all modules through RAG's analytics console — live data, counterfactual modeling, and exportable staff memos.

Preview the Console →
IV.

Subscription tiers

A tiered subscription model, with base charges and additional use-based analytics and data charges as required.

Public & Community
$200/mo

Basic data, analytics, and news access to inform local economic and political activity.

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Institutional Power User
$5,000/mo

Full module and data access, with secure enclaves for private exchange of proposed cases and plans.

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Public Sector
By agreement

Institutional-tier access for federal and state regulators, legislative committees, and national laboratories, at appropriate discount.

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V.

From RAG Wire

Independent, grid-development-specific reporting from RAG's editorial desk and contributing writers.

Opinion

California Spinnin'

Reading the state's February transmission planning filings against its offshore-wind ambitions, and what the mismatch says about IRP discipline.

Analysis

The AI Grid Grab

Interconnection filings for AI and crypto load are piling up faster than capacity, equipment, or labor can follow — a look at whether the demand curves can be squared without impoverishing ratepayers.

Reporting

Unwinding the Transformer Mess

How a well-understood, globally-traded technology turned into the U.S. grid's most persistent supply-chain bottleneck.

Visit RAG Wire →