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Policy Update
Germany's capacity market law is passed: where batteries can compete
Germany's parliament has passed the law that will tender newbuild generation and introduce a capacity market. BESS can compete in some of the auctions - but not all. De-rating factors are determined by a model in most auctions. But a design rule keeps BESS out of the long-duration rounds.
1 day ago
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Research and Analysis
NEM BESS Outlook July 2026: The investment case for long-duration storage
The investment case for long-duration storage in the NEM is becoming a choice between capital efficiency, revenue scale, and contract eligibility.Six and eight-hour batteries produce similar forecast IRRs in this analysis, but suit different strategies...
2 days ago
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Market Outlook
ERCOT Market Outlook - Q2 2026: five worldviews of the market's future
Modo Energy's Q2 2026 ERCOT outlook adds four scenarios to the Central forecast. BESS revenues peak in the early 2030s and hold above today in every one.
5 days ago
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