Research Roundup6 hours agoThis article brings together Modo Energy’s key Australian research and analysis from Q3 2025 — covering BESS revenues, market and policy developments, and buildout trends.
Explainers30 Sep 2025​Battery energy storage has rapidly become a cornerstone of Australia’s energy transition, but unlocking investment at scale requires more than just strong merchant fundamentals. A bankable offtake contract, such as a virtual toll, is increasingly cent...
Explainers16 Sep 2025Offtake contracts provide battery owners the ability to lock in value from their assets over a longer timeframe than that available from the market. The owner receives some level of guaranteed revenue in exchange for some of the upside available from t...
Explainers19 Aug 2025​Australia’s power system is shifting from fuel-driven price formation to a world dominated by renewables, storage and demand flexibility. The first draft of the Nelson Review concludes that the NEM should maintain its energy-only core, but adjust the ...
