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?
- What does the shortlisted projects look like operationally and what the subsidy structure means for long-term asset management practice
- Why behind-the-meter, co-located solar-plus-storage and data centre battery projects have a fundamentally different commercial logic from standalone BESS
- When LDES assets begin operating in GB, what asset management practices developed for two-hour lithium-ion will translate?
