29 GW of long-duration storage projects are currently competing for up to 7.7 GW of cap and floor contracts from Ofgem. The scheme aims to provide revenue certainty, bringing online projects that wouldn’t get built commercially.

But the storage industry is wary. Many fear that subsidised LDES could distort market signals, crowding out merchant battery projects and creating a “missing money” problem: government intervention that reduces spreads and undermines merchant investment.

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Poland’s battery energy storage buildout outlook

Poland’s utility‑scale battery storage market is entering a transformative growth phase, with four capacity‑market auctions between 2022 and 2025 contracting an estimated 5.1 GW of deliverable BESS capacity - equivalent to at least 11 GW of physical battery capacity after de‑rating. By 2030, Modo Energy estimates that operational utility‑scale BESS capacity in Poland could reach 8–9 GW, up from just 28 MW today, driven by a pipeline of 89 projects totaling 12.5 GW and supported by over €1 billion in state subsidies. However, grid connection constraints and project attrition mean that turning this pipeline into realised capacity will depend on how quickly developers can secure grid access and navigate permitting and financing hurdles.

Market Outlook

3 days ago

ERCOT Market Outlook Report - Q1 2026

Modo Energy's Q1 2026 ERCOT forecast. Peak demand reaches 129 GW by 2040. TB2 spreads peak at $136k/MW-year in 2033. ATC prices hit $128/MWh.

MISO March benchmark: Indiana Hub spreads surged 38% YoY to $288/MW-day

Revenue Benchmark

3 days ago

MISO March benchmark: Indiana Hub spreads surged 38% YoY to $288/MW-day

MISO four-hour spreads at Indiana Hub surged 38% YoY to $288/MW-day in March, led by a scarcity spike and persistent northern premium over southern hubs.

ISO-NE March benchmark: Top-bottom spreads surged 31% YoY to $278/MW-day

Revenue Benchmark

3 days ago

ISO-NE March benchmark: Top-bottom spreads surged 31% YoY to $278/MW-day

ISO-NE four-hour spreads surged 31% YoY to $278/MW-day in March, with Maine leading all zones at $292/MW-day as pipeline constraints drove early-month scarcity.

Modo Energy (Benchmarking) Ltd. is registered in England and Wales and is authorised and regulated by the Financial Conduct Authority (Firm number 1042606) under Article 34 of the Regulation (EU) 2016/1011/EU) – Benchmarks Regulation (UK BMR).