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Energy Storage News•about 8 hours ago

‘No project above 100MW is fully merchant’: Bankability in focus as Energy Storage Summit 2026 kicks off

•Large-scale Battery Energy Storage Systems (BESS) projects, particularly those exceeding 100MW, are facing significant challenges in achieving full merchant bankability.
•The Energy Storage Summit 2026 has identified bankability for these large BESS projects as a critical discussion point, indicating a market-wide concern.
•Developers and large power consumers should recognize that purely merchant revenue models are increasingly insufficient for financing major BESS deployments, necessitating exploration of alternative revenue streams like PPAs or capacity market participation.

ppa

Energy Storage News•about 12 hours ago

Execution discipline redefines energy storage value in Europe, as investable projects become harder to secure

•The European energy storage market is transitioning to maturity, intensifying competition and raising the bar for project viability for developers and IPPs.
•Securing investment for new energy storage projects is becoming more challenging, requiring enhanced execution discipline and robust business cases.
•The redefinition of energy storage value emphasizes operational excellence and efficient delivery as key differentiators in a crowded market.

ppa

CleanTechnica•

about 16 hours ago

EU Fleets Law Could Provide Over Half the EV Sales Carmakers Need in 2030 — New Research

•A proposed EU law targeting large company vehicle fleets could account for 57% of the EV sales carmakers need by 2030, provided lawmakers strengthen current targets.
•This policy signals a significant, mandated increase in electricity demand across the EU, creating substantial market opportunities for developers of new generation (especially renewables), energy storage, and grid infrastructure.
•Large power consumers, particularly those with vehicle fleets in the EU, should anticipate future electrification mandates and plan for increased electricity consumption, charging infrastructure, and potential grid impacts.

ppa

Utility Dive•1 day ago

PPL spending plan jumps 15%, to $23B, on transmission, grid hardening

•PPL is committing $23 billion (a 15% increase) to transmission and grid hardening, signaling major infrastructure investment and potential for improved grid capacity and reliability.
•A PPL-Blackstone Infrastructure joint venture is actively pursuing hyperscalers to provide dedicated, quickly deployable generation solutions for data centers.
•This highlights a significant and growing market demand from large power consumers for rapid-deployment, reliable generation, creating opportunities for developers of such technologies.

ppa

Energy Storage News•1 day ago

FRV set for 1.2GW/5GWh BESS rollout in Spain

•FRV announced plans for a substantial 1.2GW/5GWh battery energy storage system (BESS) portfolio in Spain, signaling a major investment in grid-scale storage.
•This large-scale BESS deployment will significantly enhance grid stability, provide critical ancillary services, and create new arbitrage opportunities for developers in the Spanish market.
•For large power consumers, this rollout promises increased grid reliability, improved integration of renewable energy sources, and potential for more stable and predictable power pricing.

ppa

Energy Storage News•1 day ago

Redefining BESS bankability in 2026: from installed capacity to operational performance

•BESS bankability criteria are evolving in 2026, shifting focus from mere installed capacity to proven operational performance.
•Key factors for securing financing now include demonstrated operational experience, credibility, and optimization capabilities of BESS projects.
•This shift impacts project valuation, PPA structures, and the financial viability of BESS deployments for developers and large power consumers.

ppa

CleanTechnica•2 days ago

Tesla Still Dominates California EV Sales — And Tesla Still Massively Supported By California

•California's EV market, led by Tesla, continues rapid expansion in 2025, signaling sustained and significant growth in electricity demand from transportation.
•The state's ongoing 'massive support' for EVs indicates a stable policy environment driving electrification, creating long-term opportunities for grid infrastructure, charging solutions, and renewable energy development.
•Tesla's dominance as an OEM suggests concentrated load growth patterns and potential for standardized charging solutions (e.g., NACS) that developers and large power consumers should factor into infrastructure planning.

ppa

CleanTechnica•3 days ago

Grey, Blue, or Green: The Real Ammonia Math

•Equinor's blue hydrogen project (H2M, Groningen) was halted due to an absence of customers, despite securing support from the EU Innovation Fund and being positioned for industrial decarbonization.
•This failure indicates that the market for blue hydrogen/ammonia, even with policy backing, currently lacks sufficient customer demand at viable price points, posing a significant risk for developers.
•Developers and IPPs should prioritize securing firm off-take agreements and thoroughly assessing customer willingness-to-pay before committing to large-scale blue hydrogen/ammonia production projects.

ppa

CleanTechnica•4 days ago

JD Power: EV Owners Are Ridiculously Satisfied With Their Cars

•EV owners consistently report extremely high satisfaction and strong repurchase intent, signaling robust and sustained growth in EV adoption.
•This high consumer satisfaction guarantees a significant and growing increase in electricity demand, necessitating substantial investments in new generation capacity, grid infrastructure, and charging solutions.
•The positive consumer sentiment reinforces the long-term viability of EV mandates and incentives, suggesting continued policy support for electrification initiatives.

ppa

Energy Storage News•4 days ago

4-hour projects, 15-year toll: Neoen, Statkraft, Zenobē and Infranode progress BESS in Northern Europe

•Major developers (Neoen, Statkraft, Zenobē, Infranode) are actively deploying Battery Energy Storage Systems (BESS) across Germany, Ireland, the UK, and Denmark.
•Multiple projects feature 4-hour duration BESS, indicating a focus on specific grid services, capacity markets, or longer discharge requirements.
•A significant 15-year 'toll' agreement between Zenobē and Drax highlights the increasing prevalence and bankability of long-term contracts for BESS assets, providing revenue certainty for developers.

ppa

Utility Dive•4 days ago

Evergy’s capital spending plan jumps 24%, to $21.6B, driven by generation

•Evergy is significantly increasing its capital spending plan by 24% to $21.6B, primarily driven by the need for new generation capacity.
•The utility has secured 1.9 GW in new electric service contracts with major tech companies, including Google, Meta, and Beale Infrastructure, with additional contracts anticipated.
•This surge in demand from large power consumers, particularly datacenters, signals substantial opportunities for IPPs and developers to supply new generation projects and secure long-term PPAs.

ppa

CleanTechnica•5 days ago

Enhanced Geothermal Systems Could Expand Geothermal Power Generation

•The first large-scale commercial Enhanced Geothermal System (EGS) power plant in the U.S. is under construction, targeting operation by June 2026.
•EGS technology aims to significantly expand geothermal power generation, offering a new, potentially baseload, renewable energy option.
•This development provides developers and large power consumers with an additional source of reliable, low-carbon electricity.

ppa

POWER Magazine•5 days ago

SB Energy Tapped for Proposed 9.2‑GW Ohio Gas Power Plant in First Tranche of $550B U.S.–Japan Deal: What We Know

•A colossal 9.2 GW natural gas power complex is proposed near Portsmouth, Ohio, with SB Energy involved, as the centerpiece of a new $550 billion U.S.–Japan energy investment deal.
•This initiative signals a massive influx of Japanese capital into U.S. energy and industrial projects, backed by strong political support from the Trump administration.
•For developers and large power consumers in the PJM market, this project represents a substantial new generation source that will significantly impact grid stability, capacity markets, and potential PPA opportunities.

ppa

CleanTechnica•5 days ago

Tesla Market Cap More Than Market Cap of Toyota, BYD, GM, Ford, Hyundai, Kia, Mercedes-Benz, Stellantis, Geely, Ferrari, BMW, Volkswagen Group, Honda, Nissan, Renault, XPENG, and NIO Combined

•Tesla's market capitalization significantly surpasses the combined value of 18 major global automakers, reflecting profound investor confidence in electrification.
•This valuation signals strong market belief in the rapid expansion of electric vehicles (EVs) and battery energy storage systems (BESS).
•For developers and IPPs, this indicates sustained growth in demand for renewable generation and grid-scale storage to support increasing electrification.

ppa

Utility Dive•5 days ago

Corporate clean energy buying fell globally in 2025, reversing trend: BNEF

•Global corporate clean energy procurement declined in 2025, reversing a long-standing growth trend.
•The U.S. market defied the global downturn, setting a new record with 29.5 GW of corporate clean energy deals.
•Big Tech companies are driving U.S. demand, demonstrating a significant pivot towards firm, dispatchable clean energy sources such as nuclear, hydro, and geothermal.

ppa

Energy Storage News•5 days ago

US Roundup: California CCAs secure LDES from Hydrostor, ESS Inc. iron-salt acquisition, PowerSecure microgrids enhance New Mexico grid

•California CCA (CC Power) secures 400 MWh of long-duration energy storage (LDES) from Hydrostor's Willow Rock project, highlighting growing demand for multi-hour storage solutions in the region.
•PowerSecure is deploying microgrids in New Mexico to enhance grid reliability and resilience, offering a practical model for distributed energy solutions applicable to large consumers.
•ESS Inc. (iron-salt battery developer) acquires VoltStorage, a German iron-flow battery company, signaling consolidation and technology expansion within the long-duration storage market.

ppa

Utility Dive•5 days ago

CenterPoint peak load to jump 50% by 2029 — 2 years earlier than previously expected

•CenterPoint Energy's peak load is now projected to increase by 50% by 2029, two years sooner than prior estimates, and is on track to double by the mid-2030s.
•This accelerated demand growth signals significant, urgent opportunities for new generation development (across all technologies) and energy storage projects within CenterPoint's service territory.
•Large power consumers should anticipate increased competition for grid capacity and potential upward pressure on power prices, necessitating proactive long-term power procurement and grid connection strategies.

ppa

CleanTechnica•6 days ago

Tesla Market Cap More Than Market Cap of Toyota, BYD, GM, Ford, Hyundai, Kia, Mercedes-Benz, Stellantis, Geely, Ferrari, BMW, Volkswagen Group, Honda, Nissan, Renault, XPENG, and NIO Combined

•Tesla's overwhelming market capitalization, surpassing numerous traditional automakers, signals strong investor confidence in the broader electrification trend, particularly in battery technology and energy storage solutions.
•This valuation implies significant future growth in the Electric Vehicle (EV) market, which will drive substantial increases in electricity demand, necessitating expanded generation capacity, grid modernization, and charging infrastructure development by IPPs and developers.
•The market's embrace of Tesla's ecosystem highlights opportunities for IPPs and large power consumers to integrate advanced battery storage for grid services, demand charge management, and enhanced reliability, influencing PPA structures and project financing strategies.

ppa

POWER Magazine•6 days ago

Utah ‘Gigasite’ Data Center Contemplates Solar-Storage Baseload Addition

•Zeo Energy Corp. (which recently acquired Heliogen Inc.) and Creekstone Energy are studying a 280 MW solar-storage project to provide baseload power for a multi-gigawatt data center campus in Millard County, Utah.
•This initiative highlights the growing trend of large power consumers, particularly data centers, directly contracting for significant, dedicated renewable energy generation to meet their substantial power demands.
•The project's focus on a 'baseload addition' using solar-storage demonstrates the evolving capabilities of renewables to provide consistent power, addressing a critical need for energy-intensive facilities.

ppa

CleanTechnica•6 days ago

Asia-Pacific Takes The Lead In Global Wind Expansion As The Philippines Moves Into The Investment Spotlight

•Asia-Pacific has become the leading global region for wind energy expansion, driving record installations and new supply chain development, shifting the industry's center of gravity.
•The Philippines is specifically highlighted as a key investment spotlight within this trend, indicating significant opportunities for project development and capital deployment.
•The rapid growth and emergence of new supply chains in the region suggest potential for economies of scale, impacting global wind equipment costs and the levelized cost of energy (LCOE).

ppa