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Jon's avatar

👍CAISO = California https://www.caiso.com/

The skip rates for batteries in the UK is decreasing but still high 90%=>75%

because it’s easier for an essentially manual process to fire up a gas plant than manage several short duration batteries even though they are cheaper.

The (N)ESO software upgrade to resolve this is looking more like 2026 to resolve this problem.

I think there is deep long term value here. In the shorter term we can expect the growth in generation to outpace the delivery of transmission leading to greater curtailment expense and hence further driver for storage. ⚡️🔋

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Chris Perry's avatar

Dogfish is on track to be energised in Feb 2025. It will be 75MW. Full operation seems to be three months after energisation so that will be May 2025. Average ERCOT rates from May 2025 to May 2026 will be about £125K/MW/year so that makes Dogfish revenue in its first year of full operation £9.4M.

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