Battery + Storage Podcast

Episode V: Q1 2020 Perspective for Batteries and Storage

Informações:

Synopsis

In Episode 5, the TS Battery + Storage Podcast team highlights 2019 developments in the grid-level storage market, and sets the stage for battery project development and finance issues that face industry stakeholders in 2020.  The team references its first four episodes of the podcast, in particular, the discussion with Mike Hopkins in Episode 2 regarding challenges facing stand-alone grid-level battery finance.  The team discusses a Q1 2020 Wall Street stock analyst’s report describing stand-alone battery finance as driven by merchant plays (in comparison to integrated utility entities that develop such assets on the company’s balance sheet).  The team concurs with the analyst’s report, noting that they have seen stakeholders face interesting issues in developing PPA-type contracts to secure battery financing, including risk identification and mitigation associated with product and service definition(s), performance assurances, warranties and other issues.  Battery merchant risks are borne by developers to t