Despite the UK imminently awarding Long Duration Energy Storage [LDES] contracts at roughly four times the volumes of Italy’s MACSE round 1, anticipation is low. This overlooks supply chain and revenue consequences which could impact all UK BESS. LDES defined ‘Shorter than a cricket match’ is not everyone’s definition of Long Duration. ‘The time between […]
So this fresh reminder of the folly of fossil fuels will bring mixed impacts. Their severity will depend on duration: how long oil / gas prices are elevated by the conflict (which may not correlate with the conflict’s own duration).
In the second of our articles examining investment consequences of high renewables penetration, we highlight synchronous condensers, which are transitioning from obscure spelling challenge to emergent infrastructure asset class.As grid system strength erodes and TSOs hit balance sheet and capex limits, the question is not whether syncons are needed – it is who will fund […]
In a word, 2026 will witness “shakeout”. Inputs have stabilised, but outcomes will diverge. In countless verticals – VPPs, IPPs, CPOs, AMPs, optimisers, developers – the dust is settling and victors are emerging. The excess capacity littering energy transition verticals should fall away as customers, capital and opportunity coalesce around the strong. This is good: […]
Solar and wind cannibalisation manifest a strategic miscalculation at the heart of IPP portfolio construction. This article explains why typical IPP portfolio construction compromises value creation, the three actions IPP leaders and owners can deploy to reverse this, and the consequences for service and technology suppliers. The default IPP 1.0 strategy, of scaling one technology […]
