Energy market decisions fail when reports ignore ground reality.
We don't.

The Europe Long-Duration Energy Storage (LDES) Market is no longer a pure technology question. It is a market design and underwriting question, where revenue certainty is being reshaped by flexibility support schemes, capacity mechanisms, and the willingness of TSOs, DSOs, and gove ments to convert reliability value into bankable cashflows. The EU electricity market design reform that entered into force on 16 July 2024 is directionally supportive because it pushes the system toward long-term contracting and investable flexibility, but it ...

The Europe Nuclear Power Market is being repriced around a simple reality for 2026‐2030: most value is created or destroyed before concrete is poured. The market’s operational backbone is life-extension and fleet reliability, while the growth narrative sits in a small number of state-shaped new-build and SMR pathways. The common modelling mistake is treating nuclear like a standard generation build cycle. In Europe it behaves like a regulatory, outage, and financing sequence with power prices as a second-order variable. 

Mainstream forecasts ...

The EU Waste-to-Energy Market is entering a phase where value shifts from “capacity” to contracted, auditable cashflow. Between 2026 and 2030, the differentiator is not whether a plant can bu residual waste, but whether it can do so within tightening permit expectations, with resilient heat offtake and a residue strategy that survives scrutiny. The market is also becoming easier to diligence on paper and harder to execute on the ground: more reporting, more visibility, and less tolerance for weak assumptions.

The ...

Europe Natural Gas Power Generation Market economics are no longer about “gas as baseload” versus “gas as transition”. The investable reality is a portfolio of roles: firming renewables during low-wind periods, providing reserve and balancing, supporting local adequacy where grids constrain imports, and backing industrial heat where CHP remains defensible. The market boundary that matters for underwriting is not nameplate MW, but dispatch rights and constraints: fuel procurement structure, carbon exposure, grid congestion, and the ability to ea non-energy revenues ...

The Europe Utility-Scale Solar PV Market has moved from a straightforward build-out story into a grid-and-price-shaping story. Capacity additions can still look healthy on paper, but realized value is increasingly determined by congestion, curtailment rules, and the depth of negative-price hours in solar-heavy zones. That shows up in merchant capture rates, hedgeability, and how quickly projects pivot from “PV-only” to structures that can survive volatility, including two-sided support, firmer offtake, and hybridization with flexibility. 

What mainstream forecasts miss is not demand ...

The Europe Public Fast-Charging Infrastructure Market is no longer defined by “build more chargers”. It is defined by whether networks can convert power access into dependable, interoperable, high-uptime service while the regulatory floor rises on payments, transparency, and reliability. In practice, the market’s winners are being selected by grid connection lead times, the ability to secure high-capacity sites, and the operating discipline to keep uptime high when utilization starts to bite. 

Mainstream forecasts keep missing the same thing. They model rollout ...