EquityTribes Where capital meets conviction

Category

Energy

Battery storage, grid economics, energy transition

Energy coverage focuses on the operating mechanics underneath the transition narrative: storage economics, reserve markets, spreads, bottlenecks, and the practical behavior of systems once they meet the grid.

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Signals

Signals

Fast reads and short observations.

  1. 01
    SignalEnergy11 Apr 2026

    FCR Weekly — The Floor Fell Out

    Signal

Analysis

Analysis

Structured research and medium-form argument.

  1. 01
    AnalysisEnergy4 Feb 20266 min read

    EPEX Day-Ahead: The Spread Compression Problem

    As solar capacity grows, midday price floors are eroding the arbitrage window. What this means for BESS economics in Switzerland.

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Essays and Experiments

Essays and Experiments

Longer pieces and more expressive work.

  1. 01
    EssayEnergy5 Feb 202612 min read

    What Battery Arbitrage Teaches Us About Multi-Agent Architecture

    The parallels between optimising battery storage dispatch and designing agentic AI systems are more than metaphorical. Both are fundamentally about making sequential decisions under uncertainty with imperfect information.

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