Insights
Insights from eala energy on distributed AI compute, curtailed renewable power and the energy-resilience layer.
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How many hours will a lender back?
Developers will design lithium-ion for 16 hours when a revenue floor is in prospect. Supernode runs at about four. Does the contract set the duration?
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Is storage arguing over the wrong purse?
Battery developers warn Ofgem’s 7.6 GW long-duration round could cut two-hour revenues by 13%. Constraint payments, a bigger bill, ran at £1.9bn.
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Why long money doesn’t go where the curtailment is
Behind the Scottish constraint, a battery may have three to five strong years; lenders want seven to ten. What kind of project fits that window?
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How many hours can Britain’s batteries actually store?
Britain’s 8.7 GW battery fleet holds 14.1 GWh, about an hour and a half at full output. Why storage duration, and a load at the node, matter.
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Is the battery party over?
GB battery revenues hit £99k/MW a year in September, yet Norway’s oil fund says values are falling. Location, not chemistry, decided who won.
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Are we using the batteries we already have?
This summer batteries offered the grid twice as much energy as last year; under 6% was dispatched. The case for giving storage a job of its own.
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Capital isn’t scarce. A place on the wires is.
€270m for 350 MW at Kilmarnock South, and Ofgem plans a fee to hold a connection queue place. What’s scarce now is grid access, not capital.
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Stop waiting for a socket
90 GW of batteries built or queued against 29 GW needed by 2035, and soon a fee to stay in line. Why storage and compute behind a wind farm can build now.