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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?
The ERCOT Forecast: How does the supply stack change by 2050?
Forecast Outlook

20 Sep 2024

Executive SummaryERCOT’s total installed capacity could grow by 87% by 2050, with solar reaching 113 GW and battery storage expanding 6.5x to 45 GW.Coal generation is projected to be nearly eliminated by 2041, while natural gas capacity rises by 6 GW, ...
What is the value of co-located battery energy storage in ERCOT?
BESS Revenues

25 Jul 2024

Co-locating a battery energy storage system with a wind or solar site has a number of benefits. It means power can be stored when the wind is not blowing or the sun is not shining. Co-location also presents a unique arbitrage opportunity. The battery c...
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