Security1 distinct publisher3 min readPublished
Centrii's Rafael Narezzi says the frequency trace cannot separate a hostile swing from a paid one, which moves the problem onto the small set of cloud optimisers holding enough fast-acting megawatts to matter.
The Watch · Security desk

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The research leaves a simple division implicit, so here it is. Great Britain has about 6.8 GW of storage across roughly 1,400 units [5], an average near 4.9 MW per unit [1]. Four hundred of those average about 1.94 GW [2], which lands just past the 1.8 GW Narezzi calls the shock absorber [14]. The 400-unit figure is a secured-loss ceiling divided by average unit size, and the ceiling is the operative number, not a share-of-fleet finding: GB is engineered to ride through the sudden loss of 1,320 MW inside statutory frequency limits, with a higher allowance for rarer events, past which the obligation is only to hold near 49.2 Hz for up to 60 seconds [13]. Below that, the first stage of low frequency demand disconnection at 48.8 Hz sheds blocks of customers automatically, with relays doing the work [14][15].
Then the much smaller number in the same document. Afzal and colleagues found in 2025 that a load-altering attack using 15 percent of a fleet's power could push frequency outside normal operating bounds [7], from which Centrii estimates 11 to 21 compromised 2 MW units could destabilise a regional grid [8]. That is 22 to 42 MW [3], between 36 and 68 times smaller than the 1,500 one-megawatt ERCOT units cited elsewhere in the same work [4]. Help Net Security notes one figure describes a regional test network and the other a whole interconnection, and that the two are never reconciled [9]. For a defender, the unresolved gap is the finding: one figure implies a campaign against a fleet, the other a campaign against three sites.
The attribution problem follows from how the money works. Optimisers trade a battery's output across power markets on the owner's behalf, so the credential that books revenue is the credential that moves megawatts [18]. Narezzi named KrakenFlex as an example of a cloud-based optimiser where large capacity can sit under one cloud base [19], and describes the target as the smallest set of control planes whose combined fast-acting MW exceeds the regional secured-loss ceiling [16]. Centrii puts entry through such a platform at 35 to 70 percent success over two to five weeks at intermediate skill [6]. Whatever distinguishes a hostile dispatch from a revenue dispatch lives in that platform's authentication and command records rather than on the asset owner's screens, and all the asset owner holds is a contract.
The 92.1 percent headline probability carries the least weight of anything here. It is the output of 10,000 Monte Carlo runs seeded with assumed compromise rates, an assumed 15 percent annual gain in attacker capability, and 25 to 35 percent annual storage growth, against a scenario that has not yet occurred [11]. The drop to 61.4 percent under IEC 62443 certification and quarterly drills [10] is a 33 percent relative reduction [5] produced by the model's own assumption about how well those controls work.
Narezzi says he has a candidate signature for telling the two swings apart [21]; the published interview stops before he describes it. Until one is specified and tested against live dispatch data, detection for a BESS operator sits in someone else's cloud logs and attribution sits in a commercial agreement.
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Control of those units is pooled: a much smaller set of third-party optimisers and manufacturer cloud platforms holds it, several of them dispatching hundreds of megawatts across sites owned by different firms.
Optimisers trade a battery's output across power markets on the owner's behalf, which means the login that earns the money is also the login that moves the megawatts.
Narezzi cited KrakenFlex as an example of a cloud-based optimiser that could dispatch by logging into the cloud, adding that huge capacity can sit under one cloud base.
Grid-connected batteries earn revenue by reacting to frequency, exporting power when it sags and absorbing it when it rises.
The 11-to-21-unit figure is two orders of magnitude below the 1,500 units cited for Texas, and the two figures sit in the same document without being reconciled; one describes a regional test network and the other a whole interconnection.
The probability figure is the output of 10,000 Monte Carlo runs seeded with assumed compromise rates, an assumed 15 percent annual gain in attacker capability, and 25 to 35 percent annual growth in installed storage; nothing like the modelled attack has happened yet.
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1 article · September 2, 2026
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Evidence-backed comparisons of source perspectives and observed adoption signals. Read the methodology
Which Builder, Operator, and Investor concerns the observed source mix emphasized—not a truth score.
Evidence, demonstrated adoption, hype gap, incentives, and confidence are assessed independently, each on its own current evidence. How these are measured.
One voice, one outlet
Every quantity in this story — fleet sizes, intrusion odds, damage bands, the 2031 probability — reaches the reader through a single interview with the chief executive of the firm that built the model, in a single publication. The two external anchors, Afzal and colleagues' 2025 load-altering result and the ENTSO-E report on Spain, are cited rather than shown. And the research contradicts itself in public: a regional grid falls to 22–42 MW on one page and Texas needs 1,500 units on another.
Real fleets, hypothetical attack
What is deployed is real and large — tens of gigawatts of batteries whose dispatch rights have quietly consolidated into a handful of cloud platforms. What is not deployed is anything else in this story. The attack has never happened, the reverse-governor signature has no operator using it, and IEC 62443 certification with quarterly drills appears only as a modelled counterfactual, not as a practice anyone is shown adopting.
Modelled certainty, no precedent
A 92.1 percent chance of a million-customer attack by 2031, carried to one decimal place, is quoted about an event that has never occurred, alongside a $65 billion upper bound nobody outside the modelling firm has checked. That is overstatement. It does not score higher because the overstatement is not the story's own: Help Net Security tells readers the number describes its inputs and puts the two-orders-of-magnitude inconsistency in front of them rather than burying it.
The alarm and the cure share an author
The probability that makes the case for action, and the certification-and-drills regime that halves it, come from the same London cyber firm — and its chief executive is the only person quoted. The lower figure is precisely a policy in which firms like his are the natural suppliers. Help Net Security discloses the affiliation openly, which matters, but the named optimiser gets no reply and no grid operator is asked whether the frequency reasoning holds.
Clear text, unverifiable substance
We are confident about what this story says and where its seams are — the inconsistency between 1,500 units and two dozen megawatts is visible without leaving the page, and the simulation's assumptions are printed. We are much less able to judge whether the underlying scenario is conservative or fantasy, because there is one publisher, one interviewee, and no published methodology to interrogate.