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Research

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

5 days ago

Lithium-ion retains a structural cost advantage for durations up to 8-10 hours, but beyond 12 hours, some alternative technologies (liquid-air, COâ‚‚ 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.
Alternative LDES technologies: key players and how to contact them
Research and Analysis

5 days ago

This companion directory to our main LDES research profiles key technology providers across vanadium flow, zinc hybrid, iron-air, liquid-air, compressed air, thermal and COâ‚‚ storage. Each entry includes direct company contacts and perspectives on commercial readiness, cost trajectories and target applications as the sector approaches critical 2026 procurement windows.
ERCOT: BESS revenues are down, but what could restore them?
Market Outlook

04 Feb 2026

The question isn't whether upside for batteries in ERCOT exists over fifteen-twenty years - it's bridging a two-four year gap.
January 2026 GB Forecast update: Modelling changes and revenue impacts
Market Outlook

02 Feb 2026

The January 2026 GB forecast shows gas prices 3% lower and carbon prices 11% higher than the previous forecast.

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