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Research

Germany’s fundamentals risk: How BESS overbuild could cannibalise revenues
Market Outlook

22 Jan 2026

With 78 GW of batteries holding grid approvals, Germany faces overbuild risk. See how excess BESS capacity compresses spreads and erodes revenues.
Italy's FER-X auction: competitive solar, limited wind
Research and Analysis

11 Dec 2025

FER-X saw strong solar competition but limited wind volume, reinforcing regional spread impacts and the need for flexibility.
Italy’s Capacity Market: How BESS became the default new build
Research and Analysis

27 Nov 2025

Italy’s Capacity Market has become a steadier system. BESS dominates the smaller amount of new build that still clears.
Italy’s Capacity Market: Stable by design
Explainer

13 Nov 2025

Italy’s capacity market secures firm generation and storage, paying assets to stay available when the system needs them most.

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