Evolving Economics of Standalone BESS and Merchant Revenues in 2025

Time: 15:10 - 15:30
Date: 21 October 2025

Theatre: Stream One

Synopsis

  • How is the explosive growth of data centers driving influencing 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?

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