Revenue predictability will decide battery deployment: contracts, merchant risk and capacity market
AleaSoft Energy Forecasting, September 25, 2026. Europe will install more than 30 GW of batteries in 2026, according to S&P Global Energy, but progress in each country depends on how storage is remunerated. Markets with contracted revenues attract financing more easily. In Spain, where potential revenues are high, the bankability of standalone projects is low due […]
Hedging, self-consumption and batteries reduce industry’s exposure to volatility
AleaSoft Energy Forecasting, September 23, 2026. Volatility in energy markets is once again putting risk management in the spotlight for large consumers and energy‑intensive industry. Hedging across different horizons, together with self‑consumption and battery storage, makes it possible to reduce exposure to market movements and give energy costs greater predictability. The 69th edition of the […]
Storage could outpace photovoltaic growth in 2026
AleaSoft Energy Forecasting, September 22, 2026. Energy storage is entering a new growth phase at global and European level. S&P Global Energy expects Europe to install more than 30 GW of battery storage systems in 2026, almost double the 2025 figure, while the pace of new photovoltaic installations moderates. These prospects, together with the role of […]
Arbitrage shapes the future of battery revenues: capacity market and bankability
AleaSoft Energy Forecasting, September 18, 2026. The rapid growth of storage will progressively transform battery revenue streams in Spain. Balancing services offer highly attractive opportunities today, but their capacity is limited. In the long term, energy arbitrage is emerging as the main revenue base for these assets, now complemented by the new capacity market. Webinar […]
Intraday spreads at 2026 highs: how much battery storage actually captures
AleaSoft Energy Forecasting, September 15, 2026. The Spanish electricity market’s one-hour intraday spread reached an average of €195.29/MWh in August 2026, the highest monthly level of the year, compared with an average of €121.78/MWh so far in 2026. This context widens the opportunities for battery storage, but the intraday spread is only the starting point […]
This summer’s SRAD activations highlight the value of flexibility: demand and storage gain prominence
AleaSoft Energy Forecasting, September 8, 2026. The Active Demand Response Service (SRAD) activations recorded in Spain this summer have once again highlighted the importance of flexibility in an electricity system with ever-increasing renewable penetration. For large consumers, mechanisms such as SRAD also represent an opportunity to turn their capacity to adapt consumption into an additional […]
Battery de-rating in the capacity mechanism: what the residual demand data show
AleaSoft Energy Forecasting, August 26, 2026. With the first capacity mechanism auction on the horizon, one discussion carries a direct impact on storage revenues, the batteries’ de-rating coefficient. The extension of Almaraz to 2030 also requires a review of the analyses underpinning the mechanism. Data on Spain’s mainland residual demand from 2021 to 2025 show […]
The low coincidence between markets of the days with the highest spreads favours the diversification of battery portfolios
AleaSoft Energy Forecasting, August 12, 2026. The days with the highest intraday spreads in Spain show little coincidence with those of the markets of central and northern Europe. The different dynamics that condition spreads in each region mean that the best arbitrage opportunities do not necessarily occur on the same days. For pan-European battery portfolios, […]
The August 12 eclipse puts photovoltaic energy to the test and highlights the value of batteries and forecasts
AleaSoft Energy Forecasting, August 11, 2026. The total solar eclipse of August 12 will cause a rapid and synchronised fall in photovoltaic production in Spain and other European countries. Beyond its exceptional nature, the phenomenon shows on a large scale an everyday challenge of solar generation. Market participants must anticipate sharp changes in production and […]
Voltage control and reactive power: the new value of batteries, renewables and industry
AleaSoft Energy Forecasting, August 7, 2026. The transition towards an electricity system with more renewable generation does not only transform the way electricity is produced. It also changes the resources the system needs to keep frequency and voltage within safe limits, and with them the value that batteries, renewable energy and industry provide. Active power […]
Electricity retailers and their new role as flexibility and risk managers
AleaSoft Energy Forecasting, July 24, 2026. Growing renewable penetration, zero and negative prices, demand electrification and the development of energy storage are transforming the business of electricity retailers. Buying energy and passing it on to the consumer is no longer enough. Retailers will have to anticipate the market, manage risk and combine hedges, PPA and […]
Bankability in volatile markets: forecast quality will be decisive for financing renewables and batteries
AleaSoft Energy Forecasting, July 21, 2026. Low prices captured by renewables, hours with zero or negative prices, curtailment and growing volatility are changing the criteria for financing renewable projects. Bankability no longer depends solely on technology cost or the financial model. It depends, above all, on whether revenue forecasts reflect how the asset will perform […]