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Scarcity Pricing and the ORDC, Explained

Scarcity Pricing and the ORDC, Explained

Sep 26, 2026 | Policy & Regulations, Renewable Energy, Smartgrids

When a power grid gets close to running short, Texas does not pay anyone to keep a plant on standby. It raises the price instead. The Operating Reserve Demand Curve — the ORDC — adds an automatic premium to real-time electricity as spare capacity shrinks, climbing...
Energy-Only vs Capacity Markets: What Each Rewards

Energy-Only vs Capacity Markets: What Each Rewards

Sep 24, 2026 | Policy & Regulations, Renewable Energy, Smartgrids

An energy-only market pays a power plant for one thing: the electricity it actually generates, priced moment to moment. A capacity market pays it twice — once for that energy, and again, years in advance, simply for promising to be available when demand peaks. That...
The BrightVolt Take: Korea’s $6bn Battery Catch-Up

The BrightVolt Take: Korea’s $6bn Battery Catch-Up

Sep 24, 2026 | Battery Technology, Policy & Regulations

South Korea is putting 8.4 trillion won — about $6 billion — into sodium-ion and solid-state batteries to “reclaim” a market it is losing. Read the targets against what China already ships and the plan looks less like a leap and more like a sprint to where...
US Solar Modules Hit 100 GW. The Cells Are Imported

US Solar Modules Hit 100 GW. The Cells Are Imported

Sep 22, 2026 | Policy & Regulations, Renewable Energy, Solar

The United States has now built 100 gigawatts of solar modules over its history, and more than 70% of that total was assembled after the Inflation Reduction Act passed in late 2022. It is a genuine industrial turnaround. It is also a milestone measured at the one step...
The BrightVolt Take: How Texas Out-Built California on Batteries

The BrightVolt Take: How Texas Out-Built California on Batteries

Sep 21, 2026 | Battery Technology, Policy & Regulations, Renewable Energy, Smartgrids

Texas has built the largest grid-battery fleet in the United States — roughly 21 GW of operating capacity by mid-2026, against California’s 17 GW — and it did so with no storage mandate, no capacity market and no climate target. The lesson the rest of the...
The BrightVolt Take: Europe’s 30% EV Month Is One Month

The BrightVolt Take: Europe’s 30% EV Month Is One Month

Sep 18, 2026 | Electric Vehicles, Policy & Regulations

Europe’s electric-car share hit a record 30.5% in August, and the number travelled around the world in a day. It is real, and it is misleading. The figure covers one month, in sixteen hand-picked markets, compiled by an electric-vehicle industry group. The...
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