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Research

Will the LDES cap and floor scheme harm merchant BESS returns?
Policy Update

1 day ago

Modo Energy analysis shows Ofgem’s LDES cap and floor scheme could lower merchant BESS revenues by 3%. But the real impact may be fewer new projects being built.
Hybrid BESS secures CIS contracts in tender round 4
Market updates

09 Oct 2025

The winners of the Capacity Investment Scheme (CIS) third tender were announced on 17th September 2025. This round secured over 4 GW / 15 GWh of battery energy storage across 16 projects - enough energy to supply 3.5 million households in the NEM for four hours.
Sixteen battery projects secure CIS contracts in Australia’s biggest battery auction
Market updates

18 Sep 2025

The winners of the Capacity Investment Scheme (CIS) third tender were announced on 17th September 2025. This round secured over 4 GW / 15 GWh of battery energy storage across 16 projects - enough energy to supply 3.5 million households in the NEM for four hours.
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.

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