Market Analysis10 Sep 2025Battery degradation in ERCOT may be reducing energy capacity by 7% every 365 cycles - twice as fast as expected. How should investors respond?
Explainers15 Aug 2025Over 80% of revenue earned by batteries in PJM today comes from Regulation. But payment isn’t as simple as market price x MW cleared.
Explainers13 Jun 2025Battery revenues in Germany are among the highest in Europe. Day-ahead spreads are deep. Intraday markets are volatile. Ancillary services still pay well. And new fixed income is on the horizon. So why aren’t more batteries getting built?
Market Analysis08 May 2025Solar and wind will generate 70% of electricity at midday by 2035. One impact is that solar is cannibalizing its own value. Don't build stranded assets.
