Webinar | The merchant risk of energy storage

The merchant risk of energy storage: how gas and renewables shape global power price volatility 

The declining power price volatility in markets like ERCOT and Great Britain has challenged the long-held assumption that energy storage revenues rise with greater renewables penetration. Factors such as load growth, gas dynamics, and storage build-out are frequently cited, but rarely quantified in a consistent, market-to-market framework. 

In this webinar, our experts examine how these forces interact to shape realized power price volatility and, ultimately, merchant storage returns across global markets. 

Our analysis draws on nearly a decade of power market data spanning regions from Tokyo to Houston, offering a connected, global perspective on how gas and renewables are reshaping energy arbitrage opportunities.  

This session is designed for investors, developers, and commercial teams seeking a clearer, more defensible view of merchant storage value in an increasingly volatile, and uncertain, market environment.