BESS market outlook in CSEE: the high-spread investment frontier André Bosschaart, Head of Analytics, Montel EnAppSys

In this session, André Bosschaart from Montel Analytics breaks down why battery energy storage systems (BESS) are one of the most talked-about assets in European energy markets right now, and where they make the strongest business case.

André walks through the fundamentals driving BESS profitability: fuel mix dynamics, day-ahead and intraday price spreads, ancillary services correlation, and the role of gas-fired generation in creating the volatility that batteries thrive on. Using real market data from March 2025 and 2026, he presents a country-level leaderboard across Europe — and makes a compelling argument for why the CSEE region (Central, South and Eastern Europe) currently offers the best conditions for battery investment.

Key topics covered include:

• How solar, wind and gas generation shape daily price spreads across CWE, Nordic, Iberian and CSEE markets

• Why hydro-dominated grids suppress battery revenues

• The relationship between gas plant efficiency, fleet age and price volatility

• Grid connection challenges and asymmetric connection agreements facing developers today

• The geopolitical dimension: why elevated gas prices — however unfortunate their cause, strengthen the BESS business case
  

André closes with a sobering thought: the same energy transition that's driving battery demand could eventually saturate the market and undermine the very economics that make batteries attractive today.

A sharp, data-driven presentation for anyone working in energy trading, asset optimisation or BESS investment strategy.