AI-native power trading

Systematic power trading
for the American grid.

Great Energy is a pure trading company. Every morning our AI ranks some 24,000 node-hours on the Texas grid by where day-ahead and real-time prices will part, and trades the ones it is most sure about.

01 · Wind

It starts with the weather.

Wind and sun decide what the grid produces, and the grid decides the price. Weather is where the uncertainty comes from, so it is where the trade begins.

02 · Forecasts

Through the forecast.

Every morning we read several independent forecast families side by side, from neural weather ensembles to the grid operator's own, and look closest at where they disagree.

03 · The line

Along the line.

From the turbine, power travels the transmission lines to the nearest substation: the node where every megawatt-hour is metered and priced.

04 · The node

Down to every node.

One of roughly 1,000 settlement points on the Texas grid, each priced twice: the day before, and on the day itself. About 24,000 node-hours, every single day.

05 · Compute

Into the machine.

The pipeline runs unattended every morning. Data is frozen, every node-hour is scored, and positions are recorded before ERCOT's 10:00 deadline.

06 · Data 0.0B

data points in the model.

Weather ensembles, load forecasts, gas prices, historical LMPs, transmission and outages, and 170 more features. Each exactly as it was published before the deadline.

07 · The trade

Day-ahead in. Real time out.

One ranking a day. Positions on the node-hours the model is most sure about, settled against real-time prices the next morning.

Skip intro ↓
ERCOT · Central time--:--:-- CPT
Next day-ahead deadline10:00 CPT
Paper bookRunning daily since Aug 2026
The trade

Electricity is priced twice. We trade the gap.

Once the day before it is used, in ERCOT's day-ahead market, and again on the day itself, in real time. The two prices are almost never the same: usually a few dollars apart, on a hot afternoon or a cold night, hundreds. Our models predict which way the gap falls, node by node and hour by hour.

Day-ahead vs. real-time price

Illustrative · one node, one day · $/MWh

View as table
Hour Day-ahead Real-time Gap
INC

Sell day-ahead, buy back in real time. Pays when the day-ahead price is higher.

DEC

Buy day-ahead, sell back in real time. Pays when the real-time price is higher.

PURE TRADING

No power plants, no batteries, no customers. A prediction, and the positions that follow from it.

Weather

Leading weather intelligence, down to every node.

Weather is where the grid's uncertainty comes from, so it is where the trade begins. Every morning we read several independent forecast families side by side, and look closest at where they disagree.

Ensemble spread
Illustrative · forecast disagreement across US weather cells · ISO/RTO markets marked
  1. 01

    AI weather ensembles

    Neural network weather models from the world's leading forecasting labs, at roughly 10 km resolution, so every node gets its own weather cell.

  2. 02

    Physics-based models

    Global numerical weather prediction sampled across the grid: the classic baseline every new model has to beat.

  3. 03

    Grid operator forecasts

    ERCOT's own load, wind and solar forecasts, including its competing internal wind models, each stored with the minute it was published.

  4. 04

    Disagreement signals

    When the models part ways, the official forecast is the one most likely to miss. That disagreement goes into the ranking as a signal of its own.

Technology

One model stack, from weather to settlement.

We build our own models end to end. 175 signals go in for every node and hour on the Texas grid; a ranked list of positions comes out, sized by rule, and every settled day is measured against a timestamped record. The weather comes from neural networks. The ranking does not: it is a gradient-boosted ensemble, the model class that still beats deep learning on structured data, and the one that won on ours.

  • Several weather forecast families
  • ERCOT load, wind & solar forecasts
  • Nodal price history
  • Congestion shadow prices
  • Outages & short-term adequacy
  • System lambda
  • 175 signals per node-hour
  • Day-ahead ordersINC and DEC, hour by hour
  • DART positionsSettled against real time
  • Risk rulesLimits, halts and stand-downs
01

Ingest

Several weather forecast families, ERCOT's own load, wind and solar forecasts, outages, congestion shadow prices and the full nodal price history: 175 signals, each stored exactly as it stood before the deadline. No model ever sees what was not known at the time.

02

Forecast

An ensemble of gradient-boosted models scores around 24,000 node-hours every morning and returns a score for the spread at each one. Where the weather sources disagree with ERCOT's own forecast is part of the signal.

03

Rank & size

Every node-hour is ranked by that score and the book is built from the top of the list. Size follows written rules set on the worst days on record. Automatic brakes and a weather stand-down sit above the models.

04

Record & measure

Positions are recorded before the 10:00 deadline and settled against real-time prices the next morning. Every settled day joins a timestamped record and is measured against the research window the models were built on. Models earn their place by measurement, not by date.

Rigor

4.2 billion ways to be wrong. We tested them all.

Before training a single model we searched the entire Texas grid for simple rules: a node that always pays, an hour that always pays, a weather pattern that always pays. Against what luck alone produces, none held up. The machine-learned ranking did.

Search4.2B

Combinations tested against a null built to fool the same procedure.

Data3.2B

Data points in the model, each exactly as it was published before the deadline.

Breadth24k

Node-hours scored and ranked every single morning.

Discretion0

Positions placed by hand. The system runs from data to settlement.

Infrastructure

Unattended, from data to settlement.

The pipeline runs on its own every morning. People set the rules and can stop it at any time. Nobody can add a position by hand.

Market clock

ERCOT day-aheadLive
Central time--:--:--
--:--:--
until the 10:00 CPT deadline
Status—

One decision a day, made before the deadline, settled against real time the next morning.

Ranking

P(DA > RT)Illustrative
HB_WEST · 18:000.91 INC
LZ_NORTH · 19:000.88 INC
HB_HOUSTON · 17:000.85 INC
HB_PAN · 20:000.83 INC
LZ_SOUTH · 18:000.81 INC
HB_NORTH · 07:000.24 DEC
+ 23,994 more…

Every node-hour scored by probability; the book is built from the top of the list.

Validation

Research ledgerWalk-forward
›searchsimple rules · 4.2B
›nullluck only, block-shifted
›rules✗ none survive
›ranking✓ beats its null
›split✓ walk-forward only
›leakage✓ cutoff enforced
›

Every claim is tested against what luck alone would produce. Results that can't beat it don't ship.

Guardrails

Pre-deadline checksArmed
Hourly position cap✓
Loss halt✓
Cold-weather stand-downby decision
Worst-day size limit✓
Human stop switch✓
Manual positionsblocked

Model-free rules sit around the models and act on their own. Size is set by the worst days on record.

Track record

Running every day. Profitable on paper.

Since August 2026 the full pipeline has run unattended every morning. Data is frozen, models are scored, and positions are recorded before ERCOT's deadline, then settled against real-time prices the next day. After estimated fees, it is in profit.

Paper book · live data ERCOT
—days on record
13 Aug 2026Today
Settled againstERCOT real-time prices
Positions recordedBefore the deadline
Result after estimated feesPositive
Margin to date+9.59 USD per MWh net · paper, before price impact
Markets

ERCOT first. Then the rest of America.

We start where the data is deepest and the gap between day-ahead and real time moves the most: the Texas grid. New markets open one at a time, each once the last runs at full size.

Current focus
ERCOT
Texas

An energy-only market with scarcity pricing and frequent, sharp gaps between day-ahead and real time.

~1,000 settlement points~24,000 node-hours a dayDeadline 10:00 CPT

Different market rules, one research method. Each market is earned on its own data before capital follows.

Management

Two founders, one system.

Bo and Anders co-founded and ran their previous venture together for ten years. Great Energy pairs the people who built the system with the people who connect it to the market.

Portrait of Bo Krogsgaard

Bo Krogsgaard

Founder & CEO
LinkedIn

Designed and built Great Energy's entire system: the data infrastructure, the models and the automated pipeline. Two decades of building data-driven, high-frequency businesses, including bidding infrastructure that managed over $400M in annual ad spend. Before the US focus he built a complete, fully automated trading system for EPEX SPOT, the European power exchange, from predictive models to execution, audited and certified by the exchange. Great Energy traded it live, and profitably, through 2025 and into 2026. Certified energy trader.

Portrait of Anders Ibsen

Anders Ibsen

Founder
LinkedIn

Runs the market side: everything between a working model and a licensed counterparty at ERCOT, from registration, credit and banking to controlling and reporting. A background in computer science and business administration, and more than two decades as an entrepreneur, with board seats at Twill.net (Maersk Go) and Clever, Denmark's largest EV charging network.

Contact

Systematic. Unattended. Accountable.

We're glad to hear from market counterparties, engineers and researchers, and professional investors.

CounterpartiesEngineers & researchersProfessional investors