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A recurring working release around NEM revenue shape, TBx capture and the evidence behind changing storage-market conditions.
Assess where storage revenue shape is strengthening, how realised capture compares with the available spread, and where merchant assumptions need a larger haircut.
Release
Quarterly edition
Between editions
Material changes
Delivery
Pack + extract
Public record
Research access
The founding scope records the markets, comparison window, delivery format and update cadence before work begins. Price follows that bounded scope; no fictional self-serve tier is presented before the workflow is validated with real teams.
The brief becomes a named scope, delivery rhythm and entitlement record. Public findings remain independent and open.