Agenda

As portfolios grow, the complexity of coordinating dispatch, tracking performance and managing teams can grow faster than headcount.

• Best practices for coordinating dispatch across assets with varying state-of-health, grid constraints, and contract structures
• How do you identify underperformance when managing twenty assets across fewer optimizers?
• Where should the boundary between in-house and outsourced operations be drawn for large portfolios (i.e. 500MW+)?

During LTSA negotiations, what clauses create liability: availability thresholds, operating profile compliance windows, OEM warranty stand-still when contractors change, liability caps and the contractual consequences when optimisers push assets beyond their modelled cycling profile.

• Future-proofing LTSAs for augmentation, technology change and evolving regulatory requirements
• When an asset is pushed beyond its contracted cycling profile, who bears the warranty risk?
• How do you maintain warranty protection when transitioning to a new LTSA contractor?
• Are OEM warranties fit for purpose?

What are the trade-offs between tolling, floor agreements and merchant exposure? What does each structure protect against, where does the basis risk lie?

• Why prices were so low this winter and what it means for merchant revenue assumptions going forward
• Transmission Network Use of System (TNUoS) exposure and system constraints: how location-specific charges and curtailment are affecting trading Profit and Loss (P&L)
• Skip rates and volatility: how market interference is undermining the predictability that investors need
• What does the revenue outlook for a two-hour asset look like in 2030, and should the industry be building four-hour now to avoid stranding risk?

The BESS insurance market is maturing, as fire incident data improves, and burn assessments demonstrate reductions in risk, the question now is how quickly this will change premium pricing. What can asset managers do to make sure their risk is understood and valued accurately?

• What information does the insurance market not have access to, and how can that gap be filled?
• How should asset owners be presenting their cyber risk profile?
• What does a robust warranty structure look like from an insurer's perspective?
• Looking forward, what does the BESS insurance market look like?

Are assets degrading faster or slower than expected? Where is the gap coming from, and what does it mean for augmentation timing and residual value?

• What does real capacity data look like across GB assets, and how does it compare to what was modelled at financial close?
• Which operating methods (e.g. cycling depth, temperature, dispatch profile) are most closely linked to faster degradation, and were these properly accounted in initial forecasts?
• How are operators using state-of-health data to challenge warranty positions, and where are the biggest discrepancies?
• At what point does degradation change the augmentation business case?

Assets commissioned in 2015 and 2016 are approaching their first major lifecycle inflection point. No one in GB has fully decommissioned a utility-scale battery, as of April 2026. This roundtable works through the practical questions: how do you value residual equipment, what happens to warranties through augmentation, how is recycling liability allocated in an LTSA written before regulation existed, and what does a bankable repowering look like?

• When to reinstall capacity, when to expand it, and how to build the business case for each
• Warranty continuity, what the OEM requires, and what the LTSA allows
• What does a bankable repowering project look like?
• Is the industry ready for the volume of augmentation decisions that will arrive between now and 2030?

Closed format, maximum 30 delegates. Places are first come, first served - delegates should select this roundtable at registration as spaces cannot be guaranteed on the day.

Every few years mispricing hits the BESS supply chain and rewrites project economics. What has the most recent cycle taught us about single-source exposure, index contracts, cell module pricing risk, and multi-sourcing strategies?

• How lithium price spikes and other supply-side shocks affect project economics
• What is expected from a procurement strategy at financial close and how misalignment creates problems down the line
• What does a resilient BESS procurement strategy look like in 2026, and how different is it from what developers were doing three years ago?

What are buyers scrutinising in due diligence, how can sellers prepare, and where does value get lost in a BESS transaction?

• How is residual battery capacity being valued?
• What performance warranties are sellers being asked to give, and are they insurable?
• For assets that have underperformed, how much does revenue history hurt the valuation and is there a credible way to present a recovery story?

Cyber failures can escalate into grid level stability risks. The Cyber Security and Resilience Bill, currently before Parliament, is shifting cyber resilience from guidance to legal duty. The Smart Secure Electricity Systems (SSES) programme is moving from programme to practice.

• What does the SSES programme mean for asset managers and optimizers managing BESS on behalf of owners?
• Where does liability sit in the BESS asset management chain?
• Cyber risk is no longer confined to IT boundaries: failures in third party platforms, cloud services or device ecosystems can directly impact grid operations. How are operators managing exposure across remote access and third-party vendors?
• The Cyber Assessment Framework (CAF) is the practical standard under both SSES and the Bill. How do you demonstrate compliance that works for regulators and lenders?

How do lenders model degradation, augmentation cost and terminal value over a 15-year horizon? This roundtable looks at how lenders are updating their models, what new covenants look like, and how the gap between developer and lender assumptions at financial close continues to widen.

• How augmentation and repowering decisions impact refinancing options and lender confidence
• How do lenders model degradation curves and augmentation costs over 15 years?
• How are terminal value assumptions evolving as the market matures?

Closed format, maximum 50 delegates. Places are first come, first served - delegates should select this roundtable at registration as spaces cannot be guaranteed on the day.