Gridcog

Welcome to the team, Kate Orsborn! 🥳 Kate brings a diverse background including operations for an investment bank in New Zealand, and studies in biomedical sciences from University. She has already overseen the London team’s transition to a brand new office, as well as helping to organise the international off-site in a couple of months’ time! "When I learned about Gridcog’s product and software, I was genuinely impressed. It’s solving real problems in a smart way, and I’m stoked to be contributing to a company working on something that matters!” ⚡️ Read more: https://lnkd.in/eYhAgCYx

Could EV fleets become a major player in flexible energy in years to come? 🚗 V2X (vehicle-to-everything) is a growing discussion point in the energy sector, with Genna speaking at the V2X Forum in London on this topic just a couple of weeks ago. But it’s still early days. The potential is there—helping fleet owners manage costs, support constrained grid connections, and even access wholesale and ancillary markets—but how much value could it unlock? In this week’s Deep Dive, we explore where V2X may deliver the biggest benefits. For behind-the-meter projects, modelling suggests that often the greatest value is created when this stored energy is used on site, providing savings to the owner. Using a simulated fleet depot, we’ve modelled different scenarios—and while the results look promising, for now it’s fair to say the value of V2X will be highly project-specific. Meanwhile, in Industry Insights, we take a look at Europe’s evolving battery storage market. With Poland emerging as a potential hotspot, where might the next big opportunities be? Get the full breakdown in this week’s Thinking Energy 👇

🚀 Maximizing the Value of Behind-the-Meter C&I Batteries - Part 2 🔋💰 In Part 1, we showed how batteries can reduce energy supply costs for a C&I business — but that alone often isn’t enough to make the numbers stack up. Good news: There are other revenue streams. In Part 2, we dive into market services, including: 📈 Wholesale Trading – Take advantage of market price volatility ⚖️ Ancillary Services – Support grid stability via frequency response 💪 Network Flexibility – Help local networks manage constraints ⚡️ Capacity Markets – Get paid for offering generation capacity With new rules like P415 in the UK, smaller battery assets can now access wholesale markets more easily, potentially unlocking higher returns relative to a more conventional approach of trying to reduce energy supply contracts. 📊 💡 Example: We illustrate the opportunities by modelling a small supermarket in the UK installing a behind-the-meter battery. Using a conventional approach of reducing supply costs the battery 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐞𝐬 𝐯𝐚𝐥𝐮𝐞 𝐨𝐟 𝐚𝐛𝐨𝐮𝐭 £7𝐤 𝐨𝐯𝐞𝐫 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫. By leveraging market services, including wholesale energy markets, the capacity market and a local DNO flex market it could earn 𝐧𝐞𝐚𝐫𝐥𝐲 £20𝐤 𝐩𝐞𝐫 𝐲𝐞𝐚𝐫. 💭 Important to note that this extra revenue potential does not come without its challenges and requires the right hardware, software and commercial arrangements to fully unlock it. Is the extra effort worth it? The numbers suggest it is. In Part 3, we’ll explore another key use case for behind-the-meter battery storage: as an alternative to grid upgrades, for example to support the addition of new energy loads like EV charging ⚡🚗 Link to the full article in the comments 👇

One of our strengths at Gridcog is modelling projects across multiple markets. This includes modelling wholesale energy value, which we're visualising in this week’s chart. Every week there seems to be a new article on what is the "hottest" battery market in Europe: Germany, Italy, Poland, Romania, etc. See the article in the comments on the "hot" Polish market. Which market would you fire up Gridcog to model? 💭

Will Germany’s storage boom match its solar success? ⚡ Germany’s energy landscape is shifting fast. With 226 GW of battery projects awaiting grid connection, the country is on the brink of a large-scale storage boom—but is the market ready? Our Deep Dive from E-world energy & water unpacks: 👉 Why co-location of storage with renewables is now essential for grid stability 👉 How the EEG Solar Peak Act is reshaping incentives for solar-plus-storage 👉 The role of intraday markets in unlocking value for flexible assets Meanwhile, a crucial regulatory update—EnWG §14a reform—is set to streamline grid connections for EV chargers and heat pumps, a key step in electrifying heat and transport. Full insights in this week’s Thinking Energy 👇

Yesterday, Genna spoke at the V2X Business, Policy and Technology Forum UK, delivering a presentation and joining the panel on Emerging Use Cases and Value Propositions for V2X alongside industry leaders from CrowdCharge, Fuuse, Electric Green, and Baringa. Thank you to Claire Miller & team for a great event, and to the attendees who came and engaged with the panel! Here are our top takeaways and insights from across the two days. 👇 𝐆𝐫𝐢𝐝 𝐥𝐢𝐦𝐢𝐭𝐚𝐭𝐢𝐨𝐧𝐬 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐛𝐚𝐫𝐫𝐢𝐞𝐫 𝐭𝐨 𝐞𝐥𝐞𝐜𝐭𝐫𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐧𝐞𝐭 𝐳𝐞𝐫𝐨. Upgrading the grid is costly and slow—shifting generation and storage behind-the-meter (BtM) is a more viable solution. V2X can help by turning vehicles into decentralised storage assets. 𝐄𝐕𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭 𝐚 𝐯𝐚𝐬𝐭, 𝐮𝐧𝐝𝐞𝐫𝐮𝐬𝐞𝐝 𝐛𝐚𝐭𝐭𝐞𝐫𝐲 𝐫𝐞𝐬𝐨𝐮𝐫𝐜𝐞. Most vehicles are idle for long periods while connected to the grid or a local load. Unlocking even a portion of this capacity through V2X could significantly improve system flexibility. 𝐕2𝐗 𝐦𝐮𝐬𝐭 𝐛𝐞𝐜𝐨𝐦𝐞 𝐦𝐨𝐫𝐞 𝐚𝐜𝐜𝐞𝐬𝐬𝐢𝐛𝐥𝐞. Even businesses are only beginning to understand its potential to generate savings or revenue. Adoption will depend on clearer commercial incentives and easier integration. 𝐅𝐥𝐞𝐞𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐨𝐫𝐬 𝐬𝐭𝐚𝐧𝐝 𝐭𝐨 𝐛𝐞𝐧𝐞𝐟𝐢𝐭 𝐭𝐡𝐞 𝐦𝐨𝐬𝐭. Large commercial vehicles—such as vans and buses—have predictable schedules and substantial battery capacity, making them well-suited for V2G schemes. 𝐕2𝐗 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬 𝐚𝐫𝐞 𝐜𝐨𝐦𝐩𝐥𝐞𝐱 𝐚𝐧𝐝 𝐫𝐞𝐪𝐮𝐢𝐫𝐞 𝐚𝐝𝐯𝐚𝐧𝐜𝐞𝐝 𝐦𝐨𝐝𝐞𝐥𝐥𝐢𝐧𝐠. Multiple participants, assets, and markets must be analysed to determine viability and value. Gridcog provides the detailed analysis needed to quantify V2X opportunities. Did you attend? How do you view the future of V2X? 

This week, Genna will take the stage at the V2X Business, Policy, and Technology Forum in London to explore an exciting frontier in energy innovation: Vehicle-to-X applications. She'll discuss the value of V2X for the energy sector and participate in an extended Q&A panel. If you're attending, be sure to connect with Genna beforehand and catch her panel discussion on Wednesday afternoon. 🗓️ Date: Wednesday, February 19th | Time: 15:30

On Sunday Feb 16th 2025, NSW in Australia set another record low for minimum operational demand. 🥇 The new benchmark is now down to 2,718MW, smashing the previous record set in October 2024 by a whopping 400MW. One particularly interesting subtext to this latest record is the wildly different contributions from rooftop solar vs utility scale solar. 🏠 At the time of the record 59% of total generation in the market came from solar systems of the roofs of homes and businesses, and just 6.6% from utility-scale solar farms. 🔻 Why was that? Because wholesale prices were negative for pretty much all daylight hours, forcing the solar farms exposed directly to that price signal to curtail their generation. These pricing dynamics are already evident in markets with significant quantities of rooftop solar and we will see more of this in the coming years as rooftop solar continues to undercut standalone solar farms. The solution for the solar farms is co-location, either with battery storage, or load, or both.

What an incredible few days at E-world energy & water! Genna Boyle, Laura Hoffmann-Ostenhof and Fabian Le Gay Brereton attended this incredibly busy and stimulating conference, which was packed with energy experts: suppliers, originators, traders and optimisers. We presented Gridcog on the startup stage, showcasing our innovative project simulation and asset valuation platform. Our days were filled with one-on-one meetings with customers and industry contacts, with fantastic conversations throughout. Here are some of our take-aways on the exciting German energy system: 🔹 There is growing need for more co-location and flexibility to support the massive renewable build out 🔹 The storage boom is in full swing with over 226 GW of battery projects in awaiting grid connection 🔹 Residential energy systems transforming through dynamic retail and grid tariffs 🔹 EnWG §14a reform streamlining grid connections for EV chargers and heat pumps, enabling grid-oriented control during high load periods 🔹 EEG Solar Peak Act reshaping solar subsidies and simplifying co-located small-scale storage integration 🔹 There is enormous value and liquidity in intraday markets - which we're excited to model in Gridcog! Thank you to everyone who engaged with us!

Are 8-hour batteries on their way in Australia’s NEM? 🔋 For years, the market was dominated by 1-2 hour batteries, thriving on short-term volatility and ancillary services. But shifting price spreads and plummeting storage costs could be changing the game. Our Deep Dive this week unpacks: 👉 Why 4, 8, and even 12-hour BESS are becoming viable 👉 How falling midday prices and steep evening ramps are shaping revenue opportunities 👉 Gridcog’s forward-looking modelling on different price scenarios in NSW Meanwhile, over in Europe, a major power market milestone: The Baltic states have officially joined the Continental Europe Synchronous Area, breaking away from Russian grid control. 15 years, €1B+ in investment, and a historic shift in energy security. Get the full insights in this week’s Thinking Energy 👇