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What this board is This is a living board, not a static memo. The goal is to create one working source of truth where live signals, regulation, project activity, and your own judgment can sit together in the same place. How it should be used The board is meant for real work: tracking what changed, capturing conclusions, comparing evidence, and building a current view rather than losing context across documents and chats. Why the chatbot matters The chatbot can query the full board context across notes, managed feeds, and structured content, so it can help answer questions, surface patterns, and work from the same evolving knowledge base as the user.

Market Pulse

NextEra Energy | 8-K | 8-K filed on 2026-06-01 ESS Tech | 8-K | 8-K filed on 2026-05-29 Ameresco | Ameresco Completes Wastewater Infrastructure Rehabilitation Project for the City of Mesquite | Ameresco Completes Wastewater Infrastructure Rehabilitation Project for the City of Mesquite May 28, 2026 Stem | Stem Brings PowerTrack EMS to Latin America’s Utility-Scale Hybrid Market with Granja Solar Project in Chile | Stem Brings PowerTrack EMS to Latin America’s Utility-Scale Hybrid Market with Granja Solar Project in Chile NextEra Energy | 8-K | 8-K filed on 2026-05-27 NextEra Energy | 8-K | 8-K filed on 2026-05-26

US Federal Regulation

Energy Department | Order No. 917 | FERC has issued guidance on changes to the Electric Quarterly Report (EQR) filing process, primarily reducing certain reporting requirements and outlining a future transition to a new data system. What Changed & Why it Matters for Battery Storage and Grid Infrastructure: Reduced Reporting Burden (Effective May 26, 2026): Filers will no longer need to report specific data points related to transmission capacity reassignments, transactions reported to index price publishers, or the use of exchange/brokerage services. This change applies to Q2 2026 EQR filings (due July 31, 2026). For battery storage and grid infrastructure operators, this means a slight reduction in the administrative burden of EQR compliance, particularly concerning certain transmission-related data. Billing Adjustments: Material billing adjustments must now be reflected through an EQR refiling, rather than using a specific "Billing Adjustment" reporting option. This clarifies and standardizes how such adjustments are handled. Future Data System (XBRL-CSV): FERC is developing a new XBRL-CSV system for EQR submissions to enhance data standardization and accessibility. While no implementation timeline is set, FERC will engage industry through draft taxonomies, technical guidance, and conferences, providing ample time for software development and testing. This future system could eventually improve the transparency and analysis of wholesale market data, which is relevant for understanding market opportunities and operational trends for battery storage and grid assets. Who is Affected: All entities currently required to file EQRs, including wholesale power sellers and transmission providers, which encompasses many battery storage operators and grid infrastructure owners.…

Grid Signals

PJM | Item 03 - DER Aggregator Participation Model - Jurisdiction and Interconnection - Presentation PDF | PJM posted stakeholder material titled 'Item 03 - DER Aggregator Participation Model - Jurisdiction and Interconnection - Presentation PDF' on June 1, 2026, via the Distributed Resources Subcommittee page. This material addresses the participation model for DER aggregators, specifically focusing on jurisdiction and interconnection aspects. CAISO | Storage Design and Modeling: Second revised straw proposal posted, comments due 6/1/26 | The California ISO has posted a second revised straw proposal for the Storage Design and Modeling – Outage Management Topic Group. This proposal is part of the broader Storage Design and Modeling initiative and is scheduled for discussion at a stakeholder meeting on May 18, 2026. Stakeholders are invited to submit written comments on the second revised straw proposal by June 1, 2026. CAISO | Storage Design and Modeling: Comments due on 6/1/26 | The California ISO has opened a comment template for its Storage Design and Modeling second revised straw proposal. This proposal addresses Uplift & Default Energy Bids and Outage Management, following a May 18, 2026, stakeholder discussion. Stakeholders are invited to submit written comments by June 1, 2026. MISO | MISO Dashboard - Market Redefinition | The MISO Dashboard signal, titled 'Market Redefinition,' points to an ongoing effort within MISO related to redefining its markets. While the provided source excerpt consists of general navigation links and does not detail specific changes or proposals, the title suggests a broad initiative. This effort is categorized under 'planning' for MISO. MISO | Distributed Energy Resources (DER) - FERC Order 2222 Compliance (fka IR070) MSC-2019-2 | MISO…

Project Signals

Clearway | Utah Celebrates Launch of Clearway’s 320 MW Energy Storage Portfolio, Strengthening Grid and Community Investment | On May 7, 2026, Clearway Energy Group announced the commissioning of its 320 MW Honeycomb Energy Center in Iron and Beaver Counties, Utah. This approximately $600 million project, comprising four 80 MW battery energy storage systems with 1,280 MWh of dispatchable power, is contracted with PacifiCorp under 20-year agreements. The project utilized American-made Tesla equipment and 100% domestic steel, and includes a community benefit program supporting a tiny home village for an Iron County non-profit. SolarEdge | SolarEdge Continues to Expand C&I Storage Suite in Europe and Asia with New Higher Capacity Commercial Storage System | SolarEdge Technologies, Inc. | SolarEdge, a smart energy technology company, announced on April 21, 2026, the launch of its new higher capacity commercial storage system, the CSS-OD 197 kWh solution, in Europe and Asia. This system is designed for medium-to large-scale commercial and industrial applications, offering up to 197 kWh per unit and up to 4 MWh per site. The company states this new battery builds on the adoption of its previous 102.4 kWh storage system. Arevon | Release March 24, 2026 Arevon Begins Construction on $600 Million Cormorant Energy Storage Project in California Cormorant advances local economic investment through jobs, tax revenue, and community… | Arevon Energy, Inc. announced on March 24, 2026, the start of construction for its $600 million Cormorant Energy Storage Project in Daly City, California. This 250 MW/1,000 MWh battery storage facility is expected to become operational in 2027. Arevon will own and operate the project, which has a long-term offtake agreement with MCE, an electricity…

Battery & Grid Storage Tracker

Research & Invention

Commercialization & Startups

What Changed This Week

NextEra Energy’s proposed merger with Dominion Energy marks a decisive move towards utility sector consolidation, setting up a $250 billion entity with increased operational and financial scale for grid and storage investment. Biggest Shift The NextEra-Dominion combination is the week’s most consequential development, promising to reshape the competitive landscape for utility-scale storage and infrastructure. The merger’s growth focus and scale could accelerate project delivery and procurement, but also introduces integration and complexity risks. Company Signals Clearway commissioned its 320 MW Honeycomb Energy Center in Utah, adding substantial dispatchable storage capacity under long-term contracts with PacifiCorp. Arevon began construction on the 250 MW/1,000 MWh Cormorant project in California, signalling continued momentum in large-scale storage deployment. Fluence saw a major secondary share sale by AES Grid Stability, increasing public float but not raising new capital for the company. Grid Signals CAISO advanced its Storage Design and Modeling initiative with a revised straw proposal on outage management, inviting stakeholder input by 1 June. MISO continued stakeholder work on FERC Order 2222 compliance, shaping DER and storage participation rules. FERC extended compliance deadlines for Order 1920, delaying the timeline for transmission planning reforms that could benefit storage interconnection and market access. What To Watch Next Monitor regulatory review and integration steps for the NextEra-Dominion merger, as well as any early signals on procurement or project acceleration. Track CAISO’s finalisation of storage outage management rules and MISO’s evolving DER participation framework. Watch for commissioning progress on Arevon’s Cormorant project and any…