Revenue Benchmark10 hours agoWinter Storm Fern brought the highest TB spreads seen in ERCOT since January 2025. How will that affect battery revenues?
Revenue Benchmark3 days agoReal-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.
Market Outlook4 days agoLithium-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.
Research and Analysis4 days agoThis 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.