October 2026 forecast updates
The latest versions of Modo Energy’s revenue forecasts are now live in the Terminal across Australia, Europe, and the United States.
Explore the October market outlook articles below for the updates to each forecast and what they mean for revenues.
Australia
Europe
- Great Britain:
- Germany:
- Solar and wind: lower power demand corrects buildout and capture prices
- BESS: higher near-term gas slightly lifts 2-hour revenues for smaller assets
- Poland: intraday and mFRR join the BESS revenue stack as coal exits earlier
- Italy: wider southern spreads lift BESS revenues, North holds steady
- Spain: gas lifts 2028 BESS revenues, faster buildout gives them back
United States
- MISO: three scenarios put BESS revenue between $50k and $85k/MW-year
- NYISO: TB4 spreads double in every scenario
- ISO-NE: BESS revenue climbs through the 2030s in every scenario
- PJM: two new scenarios put BESS revenue between $72k and $91k/MW-year
- ERCOT: TB2s peak at $10.5/kW-month in the early 2030s
- SPP: five scenarios for BESS revenue
- CAISO: three world views
Why it’s useful
The updates bring revenue forecasts into line with changing market conditions. Each market outlook explains the revised assumptions and their impact on projected revenues, so you can understand what has changed in your market.
How to create a forecast
Choose your market, configure your asset, and select the scenarios you want to run in the Terminal.
Follow the guide to creating a forecast →
