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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
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
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
AI to BESS. Hypes and Queues.
What’s Real? What’s Next?
Jul 5
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马丁
1
The Exit Multiple Is the Final Offtaker
EBITDA is temporary, exit multiples are forever
Jun 12
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马丁
3
Frontier-rights and FOMO
My broker app reminded me that SpaceX will be available to invest in soon, and that made me wonder: how much SpaceX-Factor is there in energy on earth?
Jun 10
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马丁
1
1
Energy Desks: a classification
The Market for Variability Swaps
May 9
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马丁
3
Mapping the Industry II: The German Flexibility Market
Making connections. Compare and Contrast V.
Apr 26
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马丁
Mapping the Industry I: Affordable, reliable, low-carbon electricity
Wardley maps and analysis
Apr 25
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马丁
AI × Open Source in Energy Markets
From hidden models to shared assumptions
Apr 23
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马丁
1
BESS Forecasting Providers (Germany)
Compare & Contrast V.I
Apr 17
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马丁
1
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