@yiterp.bsky.social
The first few BESS projects in ISONE got absolutely killer contracts. Those are all going to be great. Since then, this is it. Saturated queue of 4-8 hours relative to demand on a winter-peaking system that wants long-duration. Devs going to bid down to cost given competition. Not great.
January 2, 2026 at 5:52 PM
The first few BESS projects in ISONE got absolutely killer contracts. Those are all going to be great. Since then, this is it. Saturated queue of 4-8 hours relative to demand on a winter-peaking system that wants long-duration. Devs going to bid down to cost given competition. Not great.
Heck, even ERCOT's hourly load scalars are tipping to winter. Net load still peaks in summer. More concerning is just how difficult it'll be to overcome ELCC gaps. The first few solar/BESS sites in area will be great, and then that ELCC kicks in and you cannot solve the problem via mass deployment
January 2, 2026 at 2:15 PM
Heck, even ERCOT's hourly load scalars are tipping to winter. Net load still peaks in summer. More concerning is just how difficult it'll be to overcome ELCC gaps. The first few solar/BESS sites in area will be great, and then that ELCC kicks in and you cannot solve the problem via mass deployment