Customized Energy Solutions

08/25/2026

ERCOT developers: is your BESS strategy still working, or is it time to rethink it?

The 1-2 hour battery rush hasn’t slowed down, but the returns have — squeezed by a volatile wholesale market and a year of consolidation that’s already thinned the field.

This Thursday, CES’s Ann Yu and Pranao Walekar are putting real ERCOT data behind the questions every developer is asking right now:

• Keep targeting congested sites?
• Pivot to longer-duration BESS?
• Co-locate with renewables?
• Or exit the market altogether?

Using , they’ll show how 2hr, 4hr, and 6hr configurations actually perform across energy arbitrage, Regulation, ECRS, NSRS, and FFR — with a framework you can run on your own sites afterward.

Lunch & Learn 1: Investment Dynamics of 2hr vs 4hr vs 6hr BESS in ERCOT
Aug 27 | 1:00 PM ET

Register: https://hubs.ly/Q04vc7RC0

08/20/2026

At most conferences, you listen. At CES Connect 2026, you talk.

Our closing session puts you at the table with senior energy executives from across the industry for a facilitated peer conversation on the challenges you're actually navigating.

What volatility challenges are you navigating?
What do you need from your market partners?
Where is the industry headed?

Every table reports out. The insights stay with the room.

Last seats available for our clients — register now: https://hubs.la/Q04tJ-f40

September 15–16 | Philadelphia

Taking place in Philadelphia, PA during America’s 250th anniversary, our 2026 theme, “From Franklin’s Spark to Future Power,” celebrates America’s 250th anniversary in the birthplace of independence and energy ingenuity. Just as Philadelphia ignited a nation, CES has spent 28 years helping...

08/19/2026

ERCOT’s BESS boom has a problem: too many 1-2 hour projects chasing the same congested nodes, a wholesale market that won’t sit still, and a year of consolidation that’s already thinned the field.

So what’s the right strategy — keep targeting congested sites, pivot to longer-duration storage, co-locate with renewables, or walk away?

We’re answering that question with data, not guesswork. Join CES’s Ann Yu and Pranao Walekar for Lunch & Learn 1: Investment Dynamics of 2hr vs 4hr vs 6hr BESS in ERCOT, Aug 27 at 1:00 PM ET.

Using CoMETS and real ERCOT market data, we’ll show how different BESS configurations perform across:
• Energy arbitrage
• Regulation
• ECRS
• NSRS
• FFR

You’ll leave with a framework for running this analysis on your own sites — inside CoMETS.

Register: https://hubs.la/Q04txQHN0

08/17/2026

Powering India's Energy Future

Celebrating the spirit of innovation and independence. At CES, we're proud to support a smarter, more resilient, and sustainable energy future for India.

Wishing everyone a Happy Independence Day!

08/10/2026

AI-driven data centers are straining interconnection queues, reshaping capacity markets, and rewriting load forecasts in real time.

This isn't a future problem. It's happening now.

At CES Connect 2026, CES leaders take the stage together to address the industry's most urgent disruption:

'The Data Center Disruption: How AI-Driven Load Growth Is Reshaping the Grid'

Retail. Wholesale. Market Intelligence. Consulting. All in the same conversation.

September 16 | Philadelphia | Link in bio to register.

250 years of energy innovation. One critical conversation about what comes next.

Seats are limited to 80–100 senior energy executives — CES Clients register now: https://hubs.la/Q04snCRd0

Schofield, Fernands, Paulson, Ackerman Walimbe, Beerel

08/06/2026

PJM filed its Reliability Backstop proposal with FERC on July 31.

Three weeks late. The clock is running.

Here is what our panel of PJM and state regulatory experts that include Jonathan Sasser, Ann Yu, Ian Sneed, and Madelon Kuchera walked away saying:

→ Our panel expects FERC approval given PJM’s mandate to complete the auction before midterms, but a delay of 1-3 months is possible. Outright rejection pushes the auction into 2027.

→ Cost allocation is not as settled as PJM’s language suggests. The real decisions on how costs land on your organization will be made state by state.

→ Whether a hyperscaler or its load-serving entity becomes the contracting counterparty for BYONC comes down to one question: who owns and operates the site. Self-developed sites with MBR authority contract directly. Third-party-leased sites will likely lean on the LSE.

→ Do not count on Washington to close the supply gap. Our panel does not believe federal intervention could get new generation built fast enough to matter in the next 1-2 years. Large loads need to plan around managing their exposure now.

→ Upstream transmission cost allocation is a state fight, not a PJM one. Watch what happens in your state proceeding.

These are not predictions anymore. The filing is here.

Watch the full breakdown: https://hubs.la/Q04s80g30

Have questions about what this means for your organization specifically? Our team is ready to talk mailto:[email protected]

08/05/2026

The CES Connect 2026 Executive Client Conference agenda is set — and 3/4 of our seats are reserved.

Here's what's on the program for September 16th in Philadelphia:

→ Keynote — Andy Ott, former PJM CEO & Head of Technical Operations, Tapestry (Alphabet)
→ Economic Outlook — Adam Kamins, Moody's Analytics
→ CES Client Honor Ceremony — celebrating 20+ years of partnership
→ MIQ Panel — "Volatility Is the New Normal" — all major ISOs
→ Leadership Panel — "The Data Center Disruption" — moderated by Bill Schofield
→ Peer Roundtables — your conversation, your agenda

Plus, Retail, Wholesale, and Global Consulting deep-dives.

Evening reception September 15th at The Franklin Institute with Ben Franklin as our special guest.

If you are a CES Client and haven't registered yet — this is the moment, https://hubs.la/Q04r-mB-0

Taking place in Philadelphia, PA during America’s 250th anniversary, our 2026 theme, “From Franklin’s Spark to Future Power,” celebrates America’s 250th anniversary in the birthplace of independence and energy ingenuity. Just as Philadelphia ignited a nation, CES has spent 28 years helping...

07/29/2026

Tomorrow. Last call to register.

How PJM's Reliability Backstop and Connect & Manage Programs Affect Large Loads, Generators, DRs, EDCs, and LSEs

📅 July 30, 2026 | 1:00 PM ET | GoToWebinar

The PJM Board has made its move. Our panel is breaking down what it means for you — and what to do next.

You'll walk away with:

→ The Reliability Backstop proceeding and what multi-year, up to 15-year, capacity commitments mean for large loads and the broader capacity market
→ Connect & Manage: the transmission product under development and its implications for large load interruptibility
→ Co-location: how PJM and FERC are addressing shared load/generation interconnections
→ Cost allocation: PJM's EDC methodology and parallel state-level proceedings

Sasser, Yu, Kuchera, and Sneed — moderated by Jo Miller — live tomorrow.

These rules aren't getting simpler. Get the expert read before they take effect.

REGISTER NOW → https://hubs.la/Q04rbxFy0

07/28/2026

What is CoMETS? We're thrilled to finally introduce it!

CoMETS stands for Comprehensive Market Evaluation Tools for Storage, and it's the platform we built to answer the question every developer, investor, and lender eventually has to ask about a battery storage or renewable project: will this actually make money, and how confident can we be in that number?

For years, getting a rigorous answer meant commissioning a custom market study and waiting weeks for it. Not anymore! CoMETS puts that same investment-grade rigor directly in your hands, on demand — and we could not be more excited to bring it to market.

Here's what it can do for you:

➡ Produce 30-year hourly and sub-hourly price forecasts at the nodal, zonal, and hub level, covering 5,000+ nodes per ISO/RTO.
➡ Run Basis Risk and Ancillary Price Forecasts.
➡ Model optimized dispatch for battery storage, solar, and hybrid assets, including DA+RT energy, ancillary service, and capacity revenue stacking.
➡ Run Nodal-level merchant revenue scenarios yourself, self-service, 24/7...no waiting on a consultant's calendar.
➡ Cover PJM, ERCOT, and CAISO today, with more U.S. markets on the way.

It's built on the market expertise behind CES's 31,000+ MW of managed assets — the same discipline we apply running live ISO operations, now in a tool you can put to work on your own timeline.

Investment-grade analytics at your fingertips, powered by CES. We genuinely cannot wait for you to try it!

Want to see it in action?

Request a demo and go here for more information: https://hubs.la/Q04r0YVD0, or reach out to [email protected]. Let's talk!

07/08/2026

Most energy project decisions start with a question no one can answer cleanly: what will prices actually do? Not historically. But Forward.

On July 15th, we're walking through the CoMETS Consulting Platform live — and one of the first things we'll show is the Price Forecast Module: how translates market fundamentals into forward-looking signals across , , and .

The session covers the full analytical workflow — from market data ingestion and dispatch modeling to revenue stack analysis and risk scoring — built for developers, investors, and asset managers who need to move from uncertainty to conviction faster.

What's on the agenda:

- How supply/demand dynamics, fuel costs, load growth, and policy signals combine to drive electricity prices
- A guided walkthrough of CoMETS's core capabilities
- How teams are using CoMETS to replace weeks of manual analysis with a clear, data-driven workflow
- Free. 45 minutes. Live Q&A.

Stop Guessing, Start Knowing: Make Smarter Energy Storage/RE Project Decisions with CoMETS
Wednesday, July 15 | 1pm ET

Register today: https://hubs.la/Q04nX8Xg0