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GB: Port of Tilbury's optimisation was taken in-house, managed by Gore Street Energy Trading (GSET), further details can be found in the Capital Markets Day presentation. Across GB, battery revenue reached its highest level in 12 months in October due to increased wholesale trading revenue. This increase in wholesale trading revenue is a function of a series of factors; wind generation, gas and carbon prices. More specifically, low wind generation and increased demand coincided, which resulted in excess demand being managed with gas-based electricity generators. This seasonal change in increased gas-based electricity generation, therefore, represents an increased portion of total generation and ties energy prices closer to gas prices. This trend is likely to continue into the colder months. This could decouple the link between revenues and wind generation for BESS.

2024 年 10 月 情况说明书 421.4 104.4p 1.25 59.4p c.7.4m

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