Bid the asset. Hold the line.
IPPs + merchants, BESS operators, IOUs, DER + VPP aggregators, ISOs + RTOs, data-center buyers, and OEMs run on millisecond-scale market signals and state-actor-grade threat models. Expanse covers the full vertical: grid-edge multi-asset coordination, Volt-Typhoon-tuned OT security, NERC CIP attestation, and data-center buyer load-flex.
Seven firm sectors. One grid-edge stack.
IPPs, BESS operators, and DER + VPP aggregators are the bid-optimization wedge — millisecond-scale market signals meet multi-asset dispatch. IOUs and ISOs + RTOs run on Volt-Typhoon-tuned OT security and continuous NERC CIP attestation. Data-center buyers and OEMs participate via load-flex agreements and inverter + BESS firmware-attestation.
The threats are no longer hypothetical. Volt Typhoon pre-positions on grid OT. Inverter supply chains carry pre-installed vulnerabilities. NERC CIP enforcement keeps tightening. Expanse OT Security brings TPM-rooted identity, IEC 62443 monitoring, and cross-tier attestation — defense built for what the grid actually faces.
Grid posture
Where the value lives
Three firm-sector wedges.
Across the seven firm sectors served, three patterns concentrate the value: IPPs + BESS + DER on bid optimization, IOUs + ISOs on Volt-Typhoon-class defense, and data-center buyers + OEMs on load-flex and supply-chain attestation.
IPPs + BESS + DER + VPPs
The bid-optimization wedge. Multi-asset dispatch — BESS, solar, wind, gas peakers, DER fleets — against millisecond-scale market signals. CLO clears the bid; the asset acts inside its physical envelope.
- Multi-asset bid optimization (energy + ancillary + capacity)
- BESS dispatch + SOC management + cycle-life tradeoffs
- DER aggregation + VPP coordination across thousands of nodes
- Co-located solar + storage + DR portfolio optimization
IOUs + ISOs + RTOs
Volt Typhoon defense and NERC CIP continuous attestation. State-actor-grade OT security with TPM-rooted identity, IEC 62443 monitoring, and cross-tier attestation. Audit packs assemble as work moves.
- Volt-Typhoon-tuned anomaly detection at the substation
- NERC CIP continuous attestation + audit-pack assembly
- Cross-vendor inverter + BESS + relay authentication (TPM)
- Sovereign + classified-equivalent variants for critical infra
Data-center buyers + grid OEMs
Hyperscaler load-flex agreements and OEM channel partnerships. Inverter + BESS firmware-attestation, supply-chain provenance for Chinese-vendor risk, data-center demand-shaping for grid balance.
- Hyperscaler load-flex optimization (training + inference shaping)
- Inverter + BESS firmware-attestation + supply-chain provenance
- OEM canonical-schema licensing + cross-OEM coordination
- DOE inverter security assessment + Chinese-vendor risk scoring
From market signal to cleared bid
The full grid edge, in a single loop.
An LMP excursion enters the market feed, asset state aggregates across BESS + DER + IPP, dispatch + settlement clears inside the safety envelope — millisecond-scale, NERC-CIP-sealed, audit-logged.
A market signal clears a multi-asset bid in seconds
Market feed, multi-asset state aggregation, dispatch + settlement, NERC CIP audit-seal — all in under two seconds.
The grid is everyone’s upstream
Refining, steel, chemicals, data-center buildouts — every industrial vertical is a grid customer. Embedded Trading captures spot margin; Theorem underwrites the capital stack.
Natural gas fuels IPP peakers and combined-cycle plants. LNG cargo demand-pull links global gas markets to regional dispatch.
EAF mini-mills, electrolysis-based chemicals, hydrogen production — every electrification project becomes a grid customer with load-flex and CBAM implications.
Spot power, capacity, ancillary services, RECs, carbon — physical operator participation under §2(h)(7), no traditional license required.
BESS + DER + IPP project finance, tax-equity origination, ITC + PTC transferability — every NERC CIP attestation becomes a financeable artifact.
Deploy on a single asset.
One BESS, one DER fleet, one substation — bid optimization or Volt-Typhoon-tuned OT defense in 30 days.