Load Ledger

IndependentHouston, TXTexas large-load intelligence

I read every permit, docket, and agenda so you don't have to — and I hold no positions in any project I cover.

Who's behind it

Load Ledger is written by Jason LeDay, in Houston, under Axiom Industries. [Bio — your energy / industrial background, the network you read this beat from, and why the paper trail is native to you. Fill this in; keep it plain and specific.]

The work is one operator reading public records with a purpose-built engine — the same cross-referencing that connects a new gas lateral to a pending air permit to an abatement filing in the same county. It's a niche that rewards exactly one skill, and it's mine.

Why this exists

SB 6 deliberately made the valuable data — the large-load queue — confidential. The only legal window left is the inference layer over the public paper every real project must file: permits, water, gas, fiscal, transmission. Aggregators sell real-estate telemetry. Construction platforms sell generic leads. Law firms sell hours. Nobody sells the one thing that matters here — adjudication: real or phantom, scored and dated. So I built it.

How I stay independent

Every incumbent in this space has a conflict. A law firm's alert steers you toward its clients. An engineering shop's list favors its own pursuits. A broker's "hot site" is one they're selling. Mine has none of that. I take no position in any project I cover, and the intelligence is priced on its own — not on anyone's deal.

If I ever add a service that touches a transaction — a diligence report or a warm introduction — it will be a separate, disclosed line of business, walled off so it can never move a score. The intelligence stays independent. That's the whole asset, and I won't spend it.

What it's worth

Being early, or knowing when to walk away, is measured in real money on this beat:

Win earlier

First-mover contact before the RFP — gas supply, EPC packages, equipment specs.

$2–5M per won contract or package

Stop chasing ghosts

The Phantom File tells you which announced projects have no paper behind them.

$50–150K/yr in avoided pursuit cost

The weekly brief is free. Priced against your world, it costs less than one dead-end site visit.

Read the free weekly brief → · jason@loadledgerintel.com