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Research

Billions raised, early stages on delivery: can alternative LDES close the gap?

05 Feb 2026

Lithium-ion retains a structural cost advantage for durations up to 8-10 hours, but beyond 12 hours, some alternative technologies (liquid-air, CO₂ batteries, iron-air) show competitive theoretical levelised costs. The 2026 tenders will determine which can transition from demonstration to commercial deployment, as the window for proving viability narrows with lithium-ion prices falling 10-15% annually.

How tolling agreements unlock leverage for German batteries

30 Jan 2026

Germany offers strong merchant returns, but volatile cash flows are difficult to finance. Tolling solves this, fixing revenue unlocks more debt at cheaper rates, and this leverage often outweighs merchant upside potential.

MISO's ERAS fast track excludes merchant battery energy storage

23 Jan 2026

MISO's ERAS delivers GIAs in 3 months, but requires off-take agreements that exclude merchant BESS. Natural gas captures 75% of capacity.

Germany Explained: How Europe's most liquid power market really works for BESS

22 Jan 2026

Germany's battery market is getting a lot of attention. Here’s what you need to know - whether you’re new to the space or looking for the big picture.

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