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Research

January 2025 GB Forecast update: Modelling changes and revenue impacts

1 hour ago

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

How tolling agreements unlock leverage for German batteries

2 days ago

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.

How Flexible Connection Agreements Could Cut German Battery Revenues by 20%

6 days ago

Germany's grid operators face over 720 GW of pending battery storage connection requests. That's nine times the transmission network's annual peak load. To manage this backlog, flexible connection agreements (FCA) are becoming standard. FCAs limit grid access by capping power flows, slowing ramp rates, and restricting ancillary service participation.

Germany’s fundamentals risk: How BESS overbuild could cannibalise revenues

22 Jan 2026

With 78 GW of batteries holding grid approvals, Germany faces overbuild risk. See how excess BESS capacity compresses spreads and erodes revenues.

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