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Research

Battery Degradation: What U.S. markets can learn from BESS in ERCOT
Market Analysis

10 Sep 2025

Battery degradation in ERCOT may be reducing energy capacity by 7% every 365 cycles - twice as fast as expected. How should investors respond?
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.
Gridlocked: How transmission congestion impacts battery revenues in ERCOT
Market Analysis

15 Aug 2025

Transmission congestion creates significant differences in battery revenues; find out why some locations have substantially higher opportunities to outperform the market.
The State of BESS in ERCOT: Five Key Takeaways through H1 2025
Market & Policy Updates

06 Aug 2025

ERCOT is experiencing one of the fastest deployments of battery energy storage anywhere. But what does that mean for revenues and long-term opportunity?

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