WasteStack

WasteStack stacks two cashflows onto one stranded AI-datacenter site. The site's grid interconnect is leased to a power-hungry tenant (WasteWatt), and its low-grade waste heat is sold under a take-or-pay term that can be securitized (WasteHeat). For a portfolio of sites it answers:

Which stranded sites can earn on both the lease line and the heat line, what is each worth per year, and which are blocked?

It appraises each site on both revenue lines, classifies the tenant and thermal use, sizes each annual yield, judges admissibility, and emits a posture verdict: stacked, single_line, or blocked.

The Insight

Two L8 side-effect-mining moves on the same physical asset:

• WasteWatt (IDEA-002, EVX unanimous winner): a stranded cluster's durable byproduct is not its silicon but its hard-won grid interconnect. Swap the constraint from compute-silicon scarcity to interconnect scarcity (L17) and lease the energized site. Sell the site, not the iron.
• WasteHeat (IDEA-019): the same collapse leaves gigawatts of low-grade waste heat. Treat it as a primary product on a long take-or-pay term, then securitize the stream as a thermal bond.

The thesis: both lines take the same site as input, so they are stacked, not competing, cashflows — and the unit economics beat either line alone.

Quickstart

python -m wastestack sample --output examples/portfolio_sample.json
python -m wastestack appraise --input examples/portfolio_sample.json
python -m wastestack report --input examples/portfolio_sample.json --output examples/wastestack_report.md

Portfolio Spec

{
  "policy": {
    "min_interconnect_mw": 1.0, "min_power_contract_years": 1.0, "max_proximity_km": 50.0,
    "min_heat_grade_c": 40.0, "bond_min_term_years": 10.0, "require_grid_compliance": true
  },
  "sites": [
    { "site_id": "alpha", "interconnect_mw": 120.0, "power_contract_years": 8.0,
      "grid_compliant": true, "heat_output_mwth": 60.0, "heat_grade_c": 85.0,
      "offtake_term_years": 15.0, "proximity_km": 12.0 }
  ]
}

How It Works

Each site is appraised on two lines:

WasteWatt (lease):
  tenant_category = TENANT_BANDS[interconnect_mw]            # interconnect -> tenant class
  lease_value     = interconnect_mw × LEASE_RATE_PER_MW_YEAR
  outcome:
    interconnect < min, or grid-noncompliant       -> blocked
    demand too far, or short power contract         -> conditional
    otherwise                                       -> realizable

WasteHeat (off-take):
  thermal_category = HEAT_BANDS[heat_grade_c]               # grade -> thermal use
  heat_value       = heat_output_mwth × HEAT_RATE_PER_MWTH_YEAR
  outcome:
    no heat, or grade below min                     -> blocked
    offtaker too far, or term below bond minimum    -> conditional
    otherwise                                       -> realizable (bond-eligible if term long)

The portfolio posture aggregates:

• a site realizable on both lines → stacked
• any line realizable on any site → single_line
• nothing realizable → blocked (exit 1)

interconnect → tenant / heat grade → thermal use

Interconnect	Tenant class
≥ 50 MW	Compute / crypto load
≥ 10 MW	Grid battery / storage
< 10 MW	DAC capture

Heat grade	Thermal use
≥ 80 °C	District heating loop
≥ 60 °C	Greenhouse / agriculture loop
≥ 40 °C	Desalination / low-grade process
< 40 °C	(unusable) → blocked

An unknown field, a negative magnitude, or an out-of-range threshold is a blocking issue with a nonzero exit, never a stack trace.

MVP Scope

WasteStack produces a yield appraisal and monetization-readiness decision under a declared policy, not a property valuation, a lease/PPA authorization, or a securities offering. It appraises and flags; it does not transact.

Provenance

WasteStack is the concrete beachhead of two IdeaFirst ideas unified as one unit: IDEA-002 (WasteWatt — Selling Stranded-Cluster Power Hookups, origin layer L6_Gap, EVX unanimous winner) and IDEA-019 (WasteHeat-as-a-Yield, origin layer L9_Counterfactual), both reached via the L8_SideEffectMining lens (CIX-20260607-001 → EVX-20260607-002). It is a sibling of RoboTrace, InferMesh, CertMesh, SettleMesh, SpendMesh, ReleaseMesh, ClimateMesh, SovMesh, FlowMesh, and SignalMesh.

License

MIT — see LICENSE.