237. Why didn’t winter 2025–26 deliver for battery revenues?

In this episode, Tom Smout and Shivam Malhotra unpack why winter 2025–26 fell short of expectations for many asset owners. Despite a strong 2025, a milder winter, rising renewable generation and increased battery deployment combined to suppress price spikes and flatten volatility, even as wind overtook gas in the generation mix while gas continued to set prices.   Subscribe to LCP Delta email communications   Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time.    Produced – LCP Delta and The Podcast Consultant   If you’d like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at [email protected]     Follow us on:  LinkedIn    Hosted on Podbean. See podbean.com/privacy for more information.

In this episode, Jon Slowe speaks to Michael Phelan, CEO and Founder of GridBeyond and LCP Delta expert, Euan Killengray to explore the surge in data centre energy demand and how these facilities can integrate more flexibly into the power system. Read our report to find out "How incentives can unlock flexibility in European data centres by 2030".   Subscribe to LCP Delta email communications   Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time.    Host – Jon Slowe Produced – LCP Delta and The Podcast Consultant   If you’d like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at [email protected]     Follow us on:  LinkedIn    Hosted on Podbean. See podbean.com/privacy for more information.

In this week’s episode, Jon Slowe talks to David Trevithick to explore how customer confidence drives the energy transition. David explains the concept of decision security, why it matters for adopting heat pumps, EVs, and solar, and how companies can design propositions to make safe choices easier for consumers. Read our blog where we go into this in more depth.   Subscribe to LCP Delta email communications   Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time.    Host – Jon Slowe Produced – LCP Delta and The Podcast Consultant   If you’d like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at [email protected]     Follow us on:  LinkedIn    Hosted on Podbean. See podbean.com/privacy for more information.

In this episode, Sam Hollister is joined by Mark Williams, Senior Advisor in EDF’s Strategy & Policy Team, and Iris Shrestha, Lead Analyst in LCP Delta’s Power Modelling Team. They discuss why constraint costs are rising in the GB electricity system, what reformed national pricing could change, and how smarter system operation could help reduce costs for consumers while supporting the clean power transition. Download report to explore this insights in more detail. Or, register for this webinar to hear from the experts.   Subscribe to LCP Delta email communications   Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time.    Host – Sam Hollister Produced – LCP Delta and The Podcast Consultant   If you’d like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at [email protected]     Follow us on:  LinkedIn    Hosted on Podbean. See podbean.com/privacy for more information.

In this episode, Jon Slowe speaks to Sam Hollister and Bertie Gyenes about Great Britain’s progress toward its Clean Power 2030 ambition.   Subscribe to LCP Delta email communications   Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time.    Host – Jon Slowe Produced – LCP Delta and The Podcast Consultant   If you’d like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at [email protected]     Follow us on:  LinkedIn    Hosted on Podbean. See podbean.com/privacy for more information.

In this week's episode, Jon Slowe talks to Chris Bernkopf, CEO and founder of Podero, and Lucy Murley, flexibility expert at LCP Delta to discuss how flexibility in residential energy is becoming a hot topic as Europe electrifies transport and heat, and households increasingly adopt solar, batteries, heat pumps, and EV chargers.   Subscribe to LCP Delta email communications   Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time.    Host – Jon Slowe Produced – LCP Delta and The Podcast Consultant   If you’d like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at [email protected]     Follow us on:  LinkedIn    Hosted on Podbean. See podbean.com/privacy for more information.

In this episode, Jon Slowe speaks to Reza Shaybani, co-founder and CEO of The EV Network, and Andrew Stead, EV charging expert at LCP Delta. They explore the rise of ultra-fast charging, the business models behind it, and what’s needed to scale reliable public charging across the UK.   Subscribe to LCP Delta email communications   Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time.    Host – Jon Slowe Produced – LCP Delta and The Podcast Consultant   If you’d like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at [email protected]     Follow us on:  LinkedIn    Hosted on Podbean. See podbean.com/privacy for more information.

In this episode, Jon Slowe continues the conversation with Frauke Thies, from Agora Energiewende, exploring how Europe’s approach to energy security has evolved since the 2022 crisis. Together they unpack the realities of a renewables-driven, electrified system (from grid stability and cybersecurity to the resilience of supply chains) and discuss the strategic steps Europe must take to secure the most critical components of its future energy system. Missed Part One? Listen here.   Subscribe to LCP Delta email communications   Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time.    Host – Jon Slowe Produced – LCP Delta and The Podcast Consultant   If you’d like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at [email protected]     Follow us on:  LinkedIn    Hosted on Podbean. See podbean.com/privacy for more information.

Host – Jon Slowe Produced – LCP Delta and The Podcast Consultant   If you’d like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at [email protected]     Follow us on:  LinkedIn    Hosted on Podbean. See podbean.com/privacy for more information.

In this episode, Jon Slowe speaks to Kate Armitage and Becca Yap to explore the growth and investment landscape of public EV charging networks, drawing on their experience forecasting infrastructure needs and advising investors across Europe.   Visit our website to learn more about our EV insights at lcpdelta.com   Subscribe to LCP Delta email communications   Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time.    Host – Jon Slowe Produced – LCP Delta and The Podcast Consultant   If you’d like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at [email protected]     Follow us on:  LinkedIn    Hosted on Podbean. See podbean.com/privacy for more information.