RE: LDES cap and floor6 Jun 2026 08:59
Reviewing both the original OFgem TDDand powering the future table 3.
The figure for allocation is between 2.3 and 7.7 gigawatts. The growth for Ldes is forecast from 2.8 to 5.3 for 2030. Figures for batteries are from 6.5 to 20.5. This would indicate the greater portion to lithium. However, these documents are two years old and the unknown variables are what may have changed in government policy and what advances in the technologies might influence choice. Added to this is the growing public action against lithium as being less safe. On top of this the geopolitical uncertainty may lead to pressure to increase the figure beyond the 7.7. We live in interesting times!