Energy & Pulse / Insights
Insights
Analysis of battery storage, solar and grid policy, drawn from primary sources. Each piece sets out what the rule or the number actually says, what it does not say, and what that changes for a project under development. Written for developers, investors and analysts who have to check the reasoning, not just quote the conclusion. Every figure is traceable to a named source.
How to Verify a BESS EPC Bidder’s Track Record Before You Trust Its Tender Pitch
Every large tender attracts bidders whose pitch decks all sound similar: proven track record, end-to-end capability, delivered on time. The useful signal isn’t in the pitch, it’s in whether those claims survive five minutes of verification against public filings, project registries and the bidder’s own prior disclosures. A worked example: Malaysia’s LSS6 tender Malaysia’s LSS6, […]
Locked Out of the U.S., Chinese Battery Makers Are Rewriting How They Enter Europe
Chinese battery storage exporters just had their best half-year on record — and almost none of it came from the market that used to matter most. In the first half of 2026, Chinese energy storage companies signed overseas orders totaling roughly 298 GWh, up about 83% year-over-year. Europe alone accounted for more than a third […]
Brazil Battery Storage Auctions: Registration Is Not Awarded Capacity
Updated 25 September 2026. Earlier wording on this page treated an expected April 2026 auction date and a reported 18 GW / 2 GW comparison as current facts. Those figures do not establish awarded capacity. This revision separates dated official announcements from the research method. What the official announcements establish An earlier Ministry of Mines […]
The Difference Between an Energy Market Report and a Decision System
Short answer: an energy market report describes what the analyst found. A decision system helps a team decide what to do, why the decision is defensible and what evidence would change it. What does a conventional market report do? A conventional report usually provides market context, forecasts, competitor summaries, policy updates and an analyst conclusion. […]
U.S. Energy Storage Tax Credits: What Developers Need to Verify
Important: U.S. energy storage tax-credit analysis should be treated as a project-level eligibility exercise, not a headline summary. The applicable rule depends on the property, placed-in-service date, construction timeline, entity, sourcing and bonus-credit facts. This article is for research planning, not tax advice. What credit and property definition should you start with? For business-scale projects, […]
How to Analyze a BESS Project Pipeline
Short answer: a battery storage project pipeline is useful only when every project has a clear status, source, date and identity. Counting announcements is not the same as measuring executable opportunity. What should a project pipeline show? A pipeline should help a team answer three questions: which projects are real, which projects are moving, and […]
BESS Market Sizing: A Practical Framework for Analysts
Short answer: BESS market sizing is not one number copied from a forecast. It is a transparent estimate built from a defined geography, technology scope, time period, units and set of assumptions. What decision should you start with? Before calculating market size, decide what the estimate is for. A manufacturer may need annual demand by […]
How to Conduct Energy Storage Market Research in 2026
Short answer: energy storage market research is a repeatable process for turning scattered policy, project, company and price sources into a decision that can be checked by another person. What should energy storage market research answer? A useful study starts with a decision, not a keyword. Define whether the team needs to enter a market, […]
The Tax Credit That Wasn’t Cut — and Almost No One Can Claim
When the U.S. passed its major budget bill in July 2025, storage looked like the winner of the clean energy fight. Solar and wind lost their investment and production tax credits on an accelerated timeline, phased out by the end of 2027 unless construction starts before mid-2026. Storage’s own credits weren’t touched by that particular […]