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Shared board tracking developments in Battery & Grid Storage across project milestones, weekly sector analysis, grid-market rule changes, U.S. regulatory developments, and company developments.
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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
The AES Corporation | Community partnerships & programs | Community partnerships & programs Make menu item bold Off The AES Corporation | People Communities | People & communities Community partnerships & programs Make menu item bold Off Projects Make menu item bold Off Landowners Make menu item bold Off Suppliers Make menu item bold Off Make menu item bold Off Google News: grid-scale storage | Elevate, ArcLight Bring Energy Storage Facility Online in Virginia - POWER Magazine | Elevate, ArcLight Bring Energy Storage Facility Online in Virginia POWER Magazine ESS News | Brazil’s Solfácil launches financing line for commercial and industrial BESS projects | Brazilian solar financing company Solfácil has launched a new credit line to fund battery energy storage system (BESS) projects for commercial, industrial and agricultural users. The post Brazil’s Solfácil launches financing line for commercial and industrial BESS projects appeared first on Energy Storage . Google News: grid-scale storage | Elevate and ArcLight Bring Prospect Power Online; Largest Standalone Battery Storage Facility in PJM Supports Virginia's Expanding Energy Needs - StreetInsider | Elevate and ArcLight Bring Prospect Power Online; Largest Standalone Battery Storage Facility in PJM Supports Virginia's Expanding Energy Needs StreetInsider ESS News | Flatland 800 MWh BESS goes online in Arizona as Waymo launches EV reuse deal | From a traditional standalone, grid-scale battery energy storage (BESS) in Arizona to an initiative turning second-life electric vehicle batteries into grid storage, these US projects are doubling down on grid support. The post Flatland 800 MWh BESS goes online in Arizona as Waymo launches EV reuse deal appeared first…
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
MISO | Distributed Energy Resources (DER) - FERC Order 2222 Compliance (fka IR070) MSC-2019-2 | MISO is actively tracking its compliance filing for FERC Order 2222 within the Distributed Energy Resources Working Group (DERWG) in Quarter 3, 2026. This initiative addresses the integration of Distributed Energy Resources (DERs) into the wholesale market. Key areas of exploration include reliability coordination with Distribution Operators, coordination of trip and ride through capabilities, and planning for more accurate growth forecasts and visibility into changing load shapes. 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,…
Project Signals
ESS News | Aquila secures €26 million financing for German battery project | Aquila Capital, through its subsidiary Aquila Clean Energy, has secured €26 million in fully merchant debt financing from ING Deutschland for a standalone 56 MW/112 MWh Battery Energy Storage System (BESS). The project is located in Wetzen, near Lüneburg in Lower Saxony, Germany. This financing milestone follows the project's construction announcement in November 2024. Energy-Storage.news | CATL to supply 2,400MWh of battery storage for Edify Energy’s Australian hybrid projects | Chinese battery manufacturer CATL will supply 2,400MWh of battery energy storage systems (BESS) to Edify Energy for its Smoky Creek and Guthrie’s Gap Solar Power Stations. These two projects, located approximately 40km north of Biloela in central Queensland, Australia, form a 600MW hybrid solar-plus-storage plant. The plant will feature 720MWp of solar generation and 600MW/2,400MWh of battery storage, with each operating as an independent 300MW unit and connecting to Powerlink’s 275kV network. Energy-Storage.news | New Zealand’s Meridian Energy wins draft approval to access 545GWh of contingent hydro storage | New Zealand state-owned energy company Meridian Energy has received a draft decision proposing to ease access restrictions on contingent hydro storage at Lake Pūkaki in New Zealand’s South Island. This draft approval, effective for a three-year period from winter 2026, covers access to approximately 545GWh of electricity generation capacity. The decision allows Meridian to utilize water stored between 518 and 513 metres above sea level, up to a 4% risk of an electricity shortage as estimated by… Energy-Storage.news | Eku Energy submits 10-hour duration Griffith BESS to Australia’s EPBC Act | Energy storage…
Battery & Grid Storage Tracker
Research & Invention
Commercialization & Startups
What Changed This Week
Battery storage project financing and commercial agreements advanced on multiple continents this week, with new capital secured for large-scale projects in Germany, Sweden, and the US, and long-term PPAs signed in Malaysia, Chile, and California. These developments point to growing investor confidence in merchant and hybrid storage business models, as well as increasing maturity in offtake structures for battery-backed renewables. Biggest Shift Aquila Capital’s €26 million merchant debt financing for a standalone BESS in Germany and Pathway Power’s $150 million debt raise for a 3.2 GW US portfolio mark a clear shift towards market-based, unsubsidised financing for battery storage. This signals that lenders and developers are increasingly comfortable with merchant risk and the revenue potential of storage assets, especially when paired with renewables. Company Signals Stem expanded its international reach by deploying its PowerTrack EMS at a major hybrid project in Chile, and secured new advisory work in New York, reinforcing its position in both software and services. Multiple developers, including DayOne, Grenergy, and EDF/Masdar, locked in long-term PPAs for hybrid and storage projects, de-risking revenue streams and enabling further buildout. Lightsource bp broke ground on a major solar-plus-storage project in Australia, while Svea Solar Utility and Aquila secured substantial financing for new European projects. Grid Signals Market design work continued in the US, with MISO, CAISO, and PJM all advancing stakeholder processes on DER and storage participation models. MISO’s FERC Order 2222 compliance work and CAISO’s revised storage modeling proposals could reshape how storage and aggregated resources access and operate in wholesale markets. No immediate regulatory…