Explainers2 days agoGermany 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.
Market Analysis23 Jan 2026Spanish solar capture fell from €61/MWh in spring 2023 to €16.8/MWh in 2025. With 50 GW expected by 2026, the pressure continues.
Market Analysis07 Jan 2026NYISO reliability studies show persistent transmission constraints in NYC and Long Island, with diverging implications for battery energy storage arbitrage.
Explainers12 Dec 2025Electrification is accelerating, but grids weren't built for intermittent renewables. We set out ten reasons why battery energy storage systems are essential to the energy transition.