Skip to content

Field notes from the market

Case studies, policy explainers, and market intelligence on how renewable projects actually get modelled, procured, and operated.

Latest
Market intelligence19 September 202616 min read

Tokens per megawatt-hour: the energy economics of frontier AI

One megawatt of AI computing uses about $78 of electricity an hour, a small share of what it costs and earns. The real hurdle is a grid connection on time.

Read article
GlossaryDefinitions for the terms and concepts you'll come across on the ES SuiteView the glossary

Showing 12 of 16 articles · page 1 of 2

Guide
Jul 20266 min read

Sizing a hybrid renewable system is an optimisation problem, not a heuristic

How much solar, wind, and battery to build is a 25-year, multi-million-dollar decision whose variables interact: the right battery size depends on how you’ll dispatch it, and the best solar-to-wind ratio depends on your load and tariff. Rules of thumb, spreadsheets, and configuration-testing tools all answer a smaller question than the equity IRR investors actually underwrite.

Read article
Guide
Jul 20266 min read

Why renewable power procurement needs a new system

A renewable-plus-storage RFP arrives as offers that share only one field, the headline tariff, and it is the one field that does not mean the same thing twice. Ranking them by that number is the wrong operation. Here is what a procurement system has to do instead.

Read article
Market intelligence
Jul 20266 min read

How strategic bidding turns a built asset into a revenue engine

Once a renewable plant is commissioned, its revenue stops being a property of the hardware and becomes a decision made 35,040 times a year: how it is bid and scheduled, block by block, into India’s day-ahead, green day-ahead, and real-time markets. Two identical plants can earn very different money on the same feeder in the same month.

Read article
Market intelligence
Jul 20269 min read

24×7 AI is a 24×7 carbon-free energy problem

AI load runs in every block of the day, and annual renewable matching no longer covers the claim that it is clean. Emissions are rising at the two hyperscalers with the strictest targets, connection queues hold more than two thousand gigawatts, and data-centre demand is set to double by 2030. Clean power in every block is a modelling problem before it is a procurement one.

Read article
Market intelligence
Jul 20268 min read

The two-gigawatt tenant: data centres are becoming India’s anchor load, and its most demanding clean-energy buyers

India’s data-centre fleet is set to double, then double again, roughly 2 GW today, about 5 GW by 2030 in base cases, 8–10 GW if the AI buildout accelerates. But the number that matters is not the megawatts. It is the shape: flat, always-on, and increasingly contracted to run carbon-free around the clock, a demand profile Indian power markets were never designed to serve.

Read article
Market intelligence
Jul 20268 min read

India’s duck curve has arrived: near-zero afternoons, $120/MWh evenings, and an average that shows neither

In April 2026, IEX’s real-time market cleared near zero across midday blocks and pinned the $120/MWh ceiling in the same weeks, while the day-ahead average moved one percent. The information in Indian power prices has migrated from the average to the intra-day shape.

Read article
Policy explainer
Jun 20268 min read

Solar’s margin for error just halved: what a ±5% tolerance band actually means

On June 24, 2026, Karnataka cut the deviation tolerance band for solar from ±10% to ±5%, while CERC re-examines the deviation framework nationally. Forecast accuracy is turning from an operational virtue into a direct P&L line, and the rules now diverge state by state.

Read article
Guide
Jun 20268 min read

Sizing Solar + BESS: why the answer lives in sub-hourly data

Two systems with identical annual generation can deliver very different economics. The difference hides in the 35,040 fifteen-minute blocks a year that kWh totals average away, and it's why battery sizing is an optimisation problem, not a rule of thumb.

Read article
Guide
May 20267 min read

Why renewable energy decisions take so long, and what actually causes the delay

India has committed to 500 GW of non-fossil fuel capacity by 2030, yet most large commercial and industrial organisations take 9 to 18 months to sign a single renewable energy agreement. An honest breakdown of why RE procurement cycles drag on, and what the organisations getting it right are doing differently.

Read article
Guide
May 20268 min read

Understanding PPA structures in India: group captive, third-party open access, and rooftop captive explained

India's renewable energy procurement landscape offers three distinct contractual pathways, each with different risk profiles, regulatory constraints, and financial outcomes. Here's how to choose.

Read article
Case study
Apr 20267 min read

Underwriting a captive solar+BESS asset for a financier

A lender needed a defensible view of project cash flows before committing capital. How 15-minute simulation and Monte Carlo analysis replaced a single-point pro-forma with a base case a credit committee could actually interrogate.

Read article
Policy explainer
Apr 20267 min read

What 15-minute DSM settlement means for C&I consumers

Deviation settlement is the grid's discipline mechanism, and it is moving from monthly averages to 15-minute blocks for open access and captive consumers. Most energy models haven't caught up.

Read article

Ready to optimise your energy decisions?

Book a demoExplore the platform

10 GW+

Projects simulated

1 GW+

Assets under operation

$1Bn+

In energy decisions modelled