Evolving Economics of Standalone BESS and Merchant Revenues in 2025
Time: 4:35 PM - 5:15 PM
Date: 21 October 2025
Synopsis
- How is the explosive growth of data centers driving the business case of Battery Energy Storage Systems (BESS)?
- How are lenders and investors adjusting their underwriting criteria in response to rising merchant exposure, increasing volatility, and regulatory uncertainty?
- With increasing market volatility, how are revenue predictions and forward price curves evolving?
- How challenging has it been for developers and financiers relying on forward projections?
- How much risk is acceptable when financing merchant storage projects?
Moderator
Casey Keller Founding Partner - Caerus Commodities
Speaker
Laurence Copson US Markets & Policy - Zenobe
Jeremy Zelinger US Marketing Director - Pexapark
Maniesh Khatri Senior Director - NORD/LB
Brandt Vermillion US Market Lead - Modo Energy
Fred Petit Co-Head of Energy & Infrastructure Finance - Investec
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