The UK has the feedstock, the grid and the know-how to build a major biomethane industry. What it lacks is industrial scale. The opportunity is to consolidate a fragmented base of anaerobic digestion (AD) plants into larger platforms that can lower costs, optimise performance across portfolios, secure long-term offtake and compete with natural gas. More […]
The second ‘once-in-a-generation’ fossil shock in four years has put energy back on boardroom agenda. Commercial and industrial (C&I) behind-the-meter (BTM) energy solutions have been quietly getting more compelling for years, but take up was slow. The renewed focus, aided by surging AI data centre power demand and the proliferation of batteries, is catalysing accelerated […]
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: […]
