We deploy flexible, controllable demand that stabilises the grid and monetises curtailment — co-located behind the meter at your generation site or industrial & commercial consumption site. Zero operational burden on your team.
40 TWh+Curtailed across 7 EU countries (2026 est.)
€7.2BIn lost generation value annually
The Problem
Two Megatrends, One Structural Mismatch
The grid is being reshaped by two forces pulling in opposite directions — renewable supply that swings with the weather, and electrified demand that steps up and stays firm. They rarely line up in time.
SUPPLY
Renewables Made Supply Variable
Weather-driven — intraday swings and seasonal shifts
Solar and wind now lead new build. Their output is weather-driven — swinging from oversupply to scarcity within a single day, and shifting again across seasons. Supply no longer follows demand.
DEMAND
Electrification Made Demand Firm
Electrification — firm demand, added in large steps
Heat pumps, EV charging, and Power-to-X electrolysers are adding firm load across Northern Europe — and AI data centers are accelerating it sharply. Each new load is large, lands at a single grid node, and wants firm round-the-clock power. Demand steps up; it does not flex with the weather.
Together, They Create a Structural Imbalance
The imbalance radiates out through the whole value chain. Hover any stakeholder to see the cost it bears — and how flexible compute answers it.
Structural Grid Imbalance
Hover a stakeholder above to see the cost it bears today — and how flexible compute answers it.
The cost it bears
How flexible compute answers
The Solution
Flexible Compute: Demand the Grid Can Control
Modular data centers that consume power when the grid has too much — and switch off in seconds when it needs power back. That flexibility turns wasted energy into revenue. And it strengthens the whole energy system.
More renewables get built
Curtailment revenue improves the economics of wind and solar projects — making marginal projects bankable and accelerating the buildout of renewable generation.
Less grid capex required
Flexible demand absorbs surplus power where it is produced, easing congestion and deferring expensive transmission and grid reinforcement investments.
Lower consumer prices
Every euro of avoided grid infrastructure is a euro that never lands on energy bills. A leaner grid with better-utilised assets means cheaper power for everyone.
What We Do
We Deploy the Infrastructure. You Stack the Revenue.
We design, finance, deploy, and operate flexible compute behind your meter — fully turnkey, under a commercial model that fits your risk appetite. The result is a stack of revenue streams where there was none.
Develop & Finance
We qualify the site, model the economics, and fund the full installation. You deploy no capital and carry no development risk.
Deploy & Operate
Permitting, hardware, installation, and 24/7 grid-responsive operations — typically live within 8–16 weeks of a signed agreement.
Structure & Advise
Commercial structuring across power purchase, leasing, and ownership models — plus board-level counsel on energy strategy and the sustainability transition.
Revenue Architecture
Upgrading from Price-Taker to Multi-Product Infrastructure
Power SalesOptimised Grid Sales at Peak Spot Prices
Hover a layer to learn more
The energy market has changed. By stacking revenue streams, your infrastructure maximises ROIC regardless of grid bottlenecks.
Where It Fits
One Capability, Four Deployment Configurations
Flexible compute adapts to your asset — wherever it sits relative to the grid. Hover a card for detail.
Commercial & Industrial
Spare Headroom
Most commercial & industrial sites use only a fraction of their contracted grid capacity. We turn that unmonetised headroom into a new revenue stream — zero new headcount, zero market-price exposure on your balance sheet.
Generation Assets
Behind-the-Meter Curtailment
Monetises otherwise-curtailed generation — grid-instructed and inverter clipping. A fixed fee per kWh to the asset owner; we absorb the compute-revenue variance.
Pre-Connection
Grid-Delayed Assets
A fixed revenue stream during the grid-connection waiting period. Fully self-contained behind the meter — no grid interaction required.
Islanded Sites
Off-Grid & Islanded
Monetises excess on-site generation beyond primary load and storage. No grid interaction, no tariffs, no curtailment notices.
Commercial Models
Choose Your Risk / Return Exposure
Three ways to work with us — from contracted fixed income to full ownership. The risk/return split is yours to choose. Hover a card for detail.
Direct Line / Power Purchase
We buy your power directly at a contracted premium over standard grid prices, owning and operating the facility. You avoid contractual complexity and price volatility; we carry the market risk.
"We buy your power at a premium — and take the risk and reward."
Equipment Leasing
You lease the computation facility for a fixed monthly payment covering equipment, operations, and maintenance. All computational sales and grid services revenue is yours.
"You keep the upside, we supply and operate the infrastructure."
Common Ownership
You own both the energy asset and the flexible compute facility. We provide design, deployment, and ongoing operation as a service — you capture the full revenue from every layer.
"You own it all, we make it run."
The Process
From Assessment to Revenue in Four Steps
Step 01
Asset Assessment
A 20-minute call to evaluate your generation profile, curtailment data, and grid constraints. No obligation, no cost — just clarity.
Step 02
Feasibility & Design
We model the economics, design the behind-the-meter installation, and present a term sheet. We carry the cost and risk of this phase entirely.
Step 03
Deployment
Our team handles permitting, hardware procurement, on-site installation, and grid integration. Typical timeline: 8–16 weeks from signed agreement.
Step 04
Revenue Flows
We operate 24/7. You receive a monthly payment for every hour we consume power from your site — structured by the commercial model you chose. Clean. Simple. Recurring.
Project Evaluation Tool
Built to answer the hard questions.
Our Economic Evaluation Tool stress-tests the full project economics — from hardware selection to Monte Carlo revenue forecasting — so every assessment we deliver is built on a rigorous, transparent model.
Monte Carlo simulation— stochastic modelling across thousands of generation paths
Live hashprice feed— revenue sensitivity built on real-time market data
Hardware fleet modelling— compare fleet options, efficiencies, and upgrade paths
Full commercial structure— PPA vs leasing, risk allocation, SPV economics
P10–P90 scenario outputs— IRR, NPV, and monthly P&L for both asset owner and SPV
Orange Wheel — Economic Evaluation Tool
Power Source — Model generation from historical data or a user forecast. The stochastic engine fits mean-reverting seasonal paths across the full project horizon.
Hardware & CapEx — Configure the compute fleet — model, count, efficiency — and get a full capital schedule spanning hardware, containers, transformers, overhead, and VAT.
Commercial Structure — Visualise the full contractual structure: asset owner, operator, and Orange Wheel roles, revenue streams, cost flows, and risk exposure across every commercial model.
Revenue Forecasts — Monte Carlo outputs shown as P10–P90 confidence envelopes, with operating-only and total-project perspectives over the full horizon.
Sensitivity Heatmap — Return across every combination of uptime and electricity price, with switchable P10–P90 percentiles and gross, levered, or unlevered net ROI.
Results & KPIs — Detailed Monte Carlo statistics across all paths, plus headline KPIs: total CapEx, gross and cash ROI, payback periods, and uplift over grid-only sales.
A free public version is in development.
In the meantime, contact us for a guided assessment using the full model.
Orange Wheel deploys modular flexible computation data centers as a controllable demand layer — co-located behind the meter at generation sites or industrial & commercial consumption sites. We stabilise the grid, monetise curtailment windows and negative pricing events, and bridge grid delay periods without adding complexity to your operations.
How risk and return are split depends on the commercial model you choose. Under a Direct Line PPA, we own the infrastructure, carry the market risk, and pay a fixed rate for your power. Under leasing or common ownership, you keep more of the upside — and more of the exposure. We structure the deal to match your risk appetite, and we are transparent about the trade-offs.
Beyond project delivery, we advise executives and boards on energy strategy — from flexibility and curtailment monetisation to positioning for a decarbonising grid. Pragmatic, not ideological.
"Wasted energy, put to work."
Ted Paulus, CFAFounder & CEO
Energy and sustainability consultant focused on the renewable transition. Ted advises asset owners, executives, and boards on turning grid constraints and curtailment into commercial opportunity — and hosts The Orange Wheel Podcast on energy, grid infrastructure, and the path to a cleaner, more flexible grid.
Get In Touch
Book a free asset assessment.
Tell us about your site, portfolio, or business. We'll run the numbers and come back to you with a stress-tested financial assessment. No obligation — just a clear, honest picture of the hidden headroom or curtailment revenue opportunity at your site.
Give us three data points. We run the financial model. You get a stress-tested picture of what behind-the-meter colocation could look like for your site — in 20 minutes.
