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237. Why didn’t winter 2025–26 deliver for battery revenues?

EPISODE · Mar 31, 2026 · 23 MIN

237. Why didn’t winter 2025–26 deliver for battery revenues?

from Talking New Energy · host LCP Delta

In this episode, Tom Smout and Shivam Malhotra unpack why winter 2025–26 fell short of expectations for many asset owners. Despite a strong 2025, a milder winter, rising renewable generation and increased battery deployment combined to suppress price spikes and flatten volatility, even as wind overtook gas in the generation mix while gas continued to set prices.   Subscribe to LCP Delta email communications   Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time.    Produced – LCP Delta and The Podcast Consultant   If you’d like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at [email protected]     Follow us on:  LinkedIn    Hosted on Podbean. See podbean.com/privacy for more information.

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237. Why didn’t winter 2025–26 deliver for battery revenues?

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