In this Luminary Energy Spotlight, Chief Development Officer Jennifer Kearney sits down with Founder and CEO Mike DeSocio to talk through the experience and perspective behind the firm. Mike shares what 23 years at the NYISO taught him about how wholesale power markets actually work, why he started Luminary, and how the team has grown to serve generators, LSEs, and capacity market participants across NYISO and ISO-NE. The conversation gets into Mike's philosophy on the energy transition and what he wants clients to experience working with Luminary.

Welcome to the first episode of Drop the Mic. Founder and CEO Mike DeSocio and COO Ray Stalter kick off Luminary Energy's new podcast with a look at the NYISO topics shaping the rest of 2026. They share what listeners can expect from the series and dig into current capacity market dynamics, takeaways from the latest STAR report, and where they see policy and market design heading over the next one to two years.