LDES, Co-location and the International Question
Final decision on the first LDES cap-and-floor shortlist is expected Summer 2026. Co-location remains commercially constrained in the GB market, and a growing number of developers and investors are allocating capital to Germany, Spain, Ireland, and Australia. Does the UK still offers a sufficiently compelling risk-return profile?
Predictive Maintenance and Fault Diagnostics: Moving Beyond Reactive Operations
How are leading operators shifting from reactive response to predictive intervention? What are the early-warning indicators, current remote diagnostics capabilities, and the cost-benefit case for maintenance in BESS assets?
Investor Expectations in 2026: What Has Changed Since Financial Close?
Return expectations, risk appetite and what makes a project attractive have all shifted since the first wave of BESS. What signals are investors watching and which assets are attracting follow-on capital?
Data That Earns Its Keep: From Monitoring to Operational Intelligence
How should asset owners and operators examine what data is collected and what decisions it changes: state-of-health and state-of-charge estimation across mixed battery portfolios, and the difference between a dashboard and a decision-support tool?
Benchmarking Your Optimiser: Are You Getting the Best Dispatch Decisions?
How are asset owners benchmarking strategies for route-to-market performance, what skip rates reveal about optimiser capability, the data an asset owner needs to hold their trading counterpart to account, and the emerging practice of multi-optimiser strategies.
The CAPEX Shock: Lessons from the Last Price Cycle
Every few years mispricing hits the BESS supply chain and rewrites project economics. What has the most recent cycle taught us about single-source exposure, index contracts, cell module pricing risk, and multi-sourcing strategies?
Floor, Toll or Merchant? Structuring Revenue Risk for 2027
What are the trade-offs between tolling, floor agreements and merchant exposure? What does each structure protect against, where does the basis risk lie?
Optimisation at Portfolio Scale: When One Asset Becomes Twenty
As portfolios grow, the complexity of coordinating dispatch, tracking performance and managing teams can grow faster than headcount.
