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.
Market & Policy Updates
From merchant volatility to market reforms and evolving offtake models, de-risking BESS returns has become central to investment decisions in GB. In this session, we explore how revenues are changing, what’s driving the volatility, and the mechanisms helping investors secure more stable cash flows — from floors and tolls to the upcoming long-duration storage cap-and-floor scheme.1 day ago
