Sep 16, 2026 · 42 min · 13 segments
Battery storage has gone from a relatively niche technology to one of the fastest-growing parts of the energy system. But as more batteries connect to the grid, the markets they rely on are changing…
Rimshah JavedGuest
Sulaiman Ilyas-JarrettHostgreat and obviously the other side of trading is the the demand side how demand is changing how are you seeing the changing profile of demand in various countries impacts the need and activity of batteries
So demand is obviously spoken about a lot with regards to the data center development as well, which is seen as a huge growth area globally.
There are a lot of naturally regulatory barriers as well within different countries, which will determine how much actually gets built out, whether it will get regulatory support or not.
I think a good example here is of ERCOT, which has about 450 gigawatts of load in queue, most of which is from data centers.
And what's interesting there is, so there if you look at some of the assets and how different players are thinking about managing this load requirement as well as supplies to essentially co-locate a data center where let's say they already have an existing grid connection, let's say with a wind farm.
But what ERCOT is now saying is that it wants to be able to curtail these high load sites.
So, for instance, if the market has high demand or very tight system conditions, And particularly with regards to behind the meter side, they don't want them sitting as firm demand and they want to be able to curtail them.
Or you could have different types of manufacturing which can shift its production.
great and obviously the other side of trading is the the demand side how demand is changing how are you seeing the changing profile of demand in various countries impacts the need and activity of batteries
So demand is obviously spoken about a lot with regards to the data center development as well, which is seen as a huge growth area globally.
There are a lot of naturally regulatory barriers as well within different countries, which will determine how much actually gets built out, whether it will get regulatory support or not.
I think a good example here is of ERCOT, which has about 450 gigawatts of load in queue, most of which is from data centers.
And what's interesting there is, so there if you look at some of the assets and how different players are thinking about managing this load requirement as well as supplies to essentially co-locate a data center where let's say they already have an existing grid connection, let's say with a wind farm.
But what ERCOT is now saying is that it wants to be able to curtail these high load sites.
So, for instance, if the market has high demand or very tight system conditions, And particularly with regards to behind the meter side, they don't want them sitting as firm demand and they want to be able to curtail them.
Or you could have different types of manufacturing which can shift its production.
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