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Research

ME BESS ERCOT December 2025: The First Month of RTC+B

Revenue Benchmark

3 days ago

Real-Time AS prices cleared below Day-Ahead prices 93% of the time during the first month of RTC+B, creating a DART spread batteries can exploit.

Billions raised, early stages on delivery: can alternative LDES close the gap?

3 days ago

Lithium-ion retains a structural cost advantage for durations up to 8-10 hours, but beyond 12 hours, some alternative technologies (liquid-air, CO₂ batteries, iron-air) show competitive theoretical levelised costs. The 2026 tenders will determine which can transition from demonstration to commercial deployment, as the window for proving viability narrows with lithium-ion prices falling 10-15% annually.

Alternative LDES technologies: key players and how to contact them

Research and Analysis

3 days ago

This companion directory to our main LDES research profiles key technology providers across vanadium flow, zinc hybrid, iron-air, liquid-air, compressed air, thermal and CO₂ storage. Each entry includes direct company contacts and perspectives on commercial readiness, cost trajectories and target applications as the sector approaches critical 2026 procurement windows.

ERCOT: BESS revenues are down, but what could restore them?

4 days ago

The question isn't whether upside for batteries in ERCOT exists over fifteen-twenty years - it's bridging a two-four year gap.

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