Insights

Practical analysis from a team that builds storage for a living.

PJM capacity mechanics, NYISO VDER value stacks, landowner economics, and the technical realities of developing battery storage in 2026.

For landowners

What landowners need to know about utility-scale battery storage leases in 2026

Acreage requirements, payment structures, decommissioning, and the eight questions every landowner should ask before signing.

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Markets

Frequency regulation revenue in PJM: RegD vs. RegA in 2026

Where the regulation market is heading after the latest performance scoring updates — and what it means for storage underwriting.

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Coming soon

NYISO VDER: how the value stack actually pays

Capacity, energy injection, environmental, demand reduction, and locational components — what they're worth and how they change project IRRs.

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Coming soon

PJM capacity market reform: what it means for storage developers

How CIFP outcomes and ELCC accreditation reshape what a storage MW is worth in PJM.

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Coming soon

Interconnection queue reform: the new development math

Cluster studies, deposits, and what the new queue rules mean for development timing and capital allocation.

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Coming soon

Reading a utility tariff: what storage developers actually need to know

The tariff lines that drive interconnection economics — and how to spot the ones that quietly kill projects.

Coming soon