Webinar On Demand

Webinar | The merchant risk of energy storage

How gas and renewables shape global power price volatility

Date Wednesday 22 April 2026
Time 10:00AM ET
Duration 1 hour including live Q&A

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. 

 

In this webinar, you can expect to learn:

  • Why energy arbitrage risk and opportunity are fundamentally asymmetric across power markets
  • Why the most lucrative storage markets are often the hardest to forecast
  • ERCOT case study: are 2024-2025 volatility dynamics a temporary anomaly or a new baseline?

Find out more about our speakers...

Kasim Khan

Senior Research Analyst, Power and Renewables

Allison Weis

Research Director, Power and Renewables

Dulles Wang

Research Director, Natural Resources