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Research

2025: What the year meant for battery energy storage in the NEM

18 Dec 2025

2025 has been a transformative year for battery energy storage in the NEM. Deployment has reached the scale required for the energy transition, with the fleet already reshaping market outcomes. New players, contract types and system durations have entered the sector. And all the while, the business case for new projects is evolving rapidly.

P462: Could fixing a market distortion cause another?

Market & Policy Updates

18 Dec 2025

In attempting to resolve one distortion, P462 risks introducing another - one that sidelines the system’s most flexible assets from increasingly sophisticated real-time dispatch.

Fast track to co-location in Spain

Market & Policy Updates

18 Dec 2025

Seven months after the blackout, Royal Decree 997/2025 has cut the permitting timelines for co-located battery storage. For sites with granted permits, environmental impact assessment for the battery is no longer required. The path from development to market has shortened from four years to under two.

Solar sweeps France's competitive renewable auction

Market & Policy Updates

18 Dec 2025

France’s fourth technology-neutral PPE2 auction awarded 507 MW entirely to solar at €74.13/MWh, a €6.5/MWh drop from the previous round. With 2.3 GW of bids competing for just 500 MW, record oversubscription pushed prices lower and left onshore wind fully priced out of the clearing range.

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