Project · Compute · Power markets
Compute × Power Trading — synthesis dashboard for the compute-driven power complex
Thirteen tabs covering the compute-driven power complex end-to-end — from the current market state and the conversion stack that turns chips into MW, through the shape decisions (peak / off-peak / 24×7), transmission and FTR mechanics, an options lab (Black-76 pricer, bullet-vs-monthlies dispersion, daily-vs-monthly Asian convexity, vega-neutral sizing), six trade structures with a scenario tester, ICE / Nodal margin calculators, NG seasonality (UNG options), SD vs OCPI index dispersion decomposition, a compute heat map of the basis grid, peak/off-peak convergence, take-or-pay vs spot capacity optimization, and a full Data & Method reference.
The dashboard is self-contained — runs entirely in your browser, no server backend, no logins. Yellow-pill INDICATIVE inputs are placeholders; green-pill PRINT / SCRAPED figures are dated published values. Re-mark against live ICE / Nodal / Silicon Data / Ornn feeds before any production use.
Live dashboard
Drive the math
The full 13-tab dashboard is embedded below. For best experience on small screens, open it full-screen via the link above.
Companion work
- The Compute Complex — the commodity-structure thesis this dashboard operationalizes
- Energy Futures Decomposition — the power-market chassis underneath
- Gold/Silver Ratio Perpetual — single-product synthesis pattern
- Litigation Outcomes as Predictive Contracts — adjacent structural research
Daniel Kaufman · Kinetic Alpha · June 2026. Strategic research and education. Not investment advice. Yellow-pill inputs are illustrative placeholders; re-mark to live data before production use. Contact: dkaufmanrisk@gmail.com.