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Research

ME BESS ERCOT January 2026: Winter Storm Fern comes to Texas
Revenue Benchmark

10 hours ago

Winter Storm Fern brought the highest TB spreads seen in ERCOT since January 2025. How will that affect battery revenues?
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?
Market Outlook

4 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, COâ‚‚ 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

4 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 COâ‚‚ 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.

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