ERCOT’s Make-or-Break Days: How Scarcity Events Define Storage Revenues

Synopsis

• This panel session opens with a short presentation on ERCOT’s perspective on the role of storage in integrating Texas’ growing renewable generation
• The operational requirements and performance expectations for storage assets on the ERCOT grid
• Why ERCOT’s merchant storage market depends on a handful of extreme price days each year
• How asset owners and traders prepare to capture value during these scarcity events
• The risk of missing those days and what that means for revenue models and lender confidence
• How saturation of ancillary services is reshaping merchant storage strategies in Texas