Market Analysis5 days agoBattery degradation in ERCOT may be reducing energy capacity by 7% every 365 cycles - twice as fast as expected. How should investors respond?
Market Analysis05 Sep 2025How can you use revenue forecasts to price a tolling agreement? In this analysis, we explore how to synthesize an IRR target and revenue projections.
Market Analysis27 Aug 2025CAISO’s net load can swing more than 20 GW in an hour. This extreme variability led to the development of the Flexible Ramping Product.
Research27 Aug 2025​The amount of hybrid battery projects pairing storage with wind and solar is set to massively expand in the NEM. There are 5 GW of co-located projects in the NEM aiming to enter operation before the end of 2028, compared to only 0.6 GW today. Of those...
