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Research

PJM’s answer to large load: Curtailment as a market lever
Policy Update

05 Sep 2025

Data centers now drive nearly all of PJM’s demand growth. A new Non-Capacity-Backed-Load class could reshape how >50 MW projects interconnect.
Unpacking the OBBBA and its impact on project development timelines and CapEx
Policy Update

28 Aug 2025

This article explains the OBBBA impact on clean energy project timelines, CapEx, procurement strategies, and how developers should respond.
How tariffs will impact CapEx and IRRs for US battery energy storage
Policy Update

22 May 2025

The grid-scale battery industry in the US is heading into rougher waters. How how will tariffs impact the business case of battery energy storage systems?
Is zonal pricing coming? And how should BESS investors prepare?
Policy Update

09 May 2025

In Q2 of 2025, the UK Government will decide whether to move away from a national electricity market - and zonal pricing is firmly on the table. If implemented, it could permanently shift how and where battery energy storage assets make money in Great Britain.

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