A recurring working release around NEM revenue shape, TBx capture and the evidence behind changing storage-market conditions.
Assess where storage revenue shape is strengthening, how realised capture compares with the available spread, and where merchant assumptions need a larger haircut.
Release
Quarterly edition
Between editions
Material changes
Delivery
Pack + extract
Edition ledger
Preparing state. Publication requires three complete source months, a current fleet registry and passing asset-level quality gates.
Period
2026-04-01
to 2026-06-30
Version
2026Q2-preparing
Unresearched confidence
The verified 60-unit NEM battery capture ledger and regional TB1, TB2 and TB4 reference series.
Period
2026-01-01
to 2026-03-31
Version
2026Q1-verified-2026-07-10
High confidence
Each pilot begins with a bounded decision, named evidence contract, watch cadence and success measure. Pricing follows the agreed scope; public findings remain open.
Screen market structure, revenue concentration and the evidence behind merchant assumptions.
First delivery: A versioned market-screening pack with regional revenue-shape comparisons and a monitored assumption ledger.
Measured by: A live market or asset decision is advanced with less evidence-rebuild time and a declared merchant-risk adjustment.
Test a storage thesis or diligence case against versioned capture and market evidence.
First delivery: A diligence evidence pack that retains the capture series, source vintages, method limits and decision assumptions.
Measured by: The investment case reaches a documented proceed, revise or stop decision with its evidence chain intact.
Monitor structural changes, source incidents and revisions without rebuilding the evidence chain.
First delivery: A recurring market watch with material-change notes, source incidents and revision history.
Measured by: The team detects a material market change without rebuilding the underlying source and calculation chain.
Public record
Research access
The founding scope records the markets, comparison window, delivery format and update cadence before work begins. Price follows that bounded scope; no fictional self-serve tier is presented before the workflow is validated with real teams.
The brief becomes a named scope, delivery rhythm and entitlement record. Public findings stay open, and every figure stays named to its source.