Economics and Emissions: Decarbonizing Future Load Growth with Energy Storage

Synopsis

Data centers are upending load growth expectations from ISOs and utilities alike, however, much of this load is currently speculative. Investors need a rational expectation of future load growth formed by available transmission and new supply additions. The most sophisticated energy storage investors are determining where storage fits into the data center boom and how they can optimize their bidding strategies to maximize revenue and reduce grid emissions.

• How might load growth from data centers impact future revenue opportunities for energy storage?
• Where could energy storage fit into co-location strategies from data centers? What are hyperscalars looking for from co-located power?
• What is the impact of battery storage on future grid emissions and how closely does economic dispatch align with emissions abatement? Where do battery emission credits make the most sense?