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August to Date. The rise in DA-power.
Solar continues to deepen the midday trough. DA and ID-AEP are up. SPARX is wider, median downward aFRR activation nearly triple. Multi-market excess…
Aug 22
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马丁
Europe’s Stressed Power Grid and the most important Algorithm
Cover: Saint Euphemia, Andrea Mantegna, tempera on canvas, 1454
Aug 19
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马丁
1
What is it worth?
From project NPV to European system value: can BESS investment meet Draghi's challenge?
Aug 15
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马丁
1
European Power
Hungary and Romania need electricity. Poland is tightening. France still has a surplus. The grid between them is showing where Europe’s geographical…
Aug 8
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马丁
Go with the flow.
Flexibility, low water levels, Euphemia
Aug 5
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马丁
1
Negative prices, at a cost?
Oversupply, operating costs. An example from GB. Part I.
Aug 2
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马丁
July 2026
The New Wrapped in the Old?
Zenobē’s acquisition of sdp energie prompts another 'episode' on how financing mechanisms are shaping the European BESS markets. We end up in the UK for…
Jul 29
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马丁
1
1
Market Update: June to July, Germany vs. CAISO.
The late-June spikes faded. The noon-to-evening reversal generates the core dynamics. The borders provide needed flexibility. The Germany vs. CAISO…
Jul 26
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马丁
Compare and Contrast: Who Owns the Battery, Who Owns the Volatility?
From Drax’s physical tolls and Flower–ENGIE’s virtual FPA to Gresham’s revenue floors and Fortinbras’s TBx swaps, a market for differentiated BESS…
Jul 22
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马丁
1
1
The First Price for Flexibility
A first look at what Germany's FCR order book reveals before the aFRR auction
Jul 19
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马丁
July 2026 European BESS transaction rankings
Trigger Warning: May involve projects mixed or smeared out in probability-weighted parts.
Jul 15
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马丁
1
4
1
Finance Has Desks for That
Energy Desks II: Where European flexibility markets still have functions to build. Opportunities?
Jul 12
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马丁
1
1
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