Investor Expectations in 2026: What Has Changed Since Financial Close?
Return expectations, risk appetite and what makes a project attractive have all shifted since the first wave of BESS. What signals are investors watching and which assets are attracting follow-on capital?
ESG and the Liability Nobody Has Priced
How is recycling cost allocation being handled in LTSAs today, what green metals traceability requirements mean for procurement in 2026, and are the industry’s ESG commitments bankable?
Sponsor Spotlight
Debt Structuring for BESS: What a 15-Year Lending View Really Looks Like
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. Closed format, maximum 50 delegates. Places are first come, first served […]
Sponsor Spotlight
Valuing BESS Assets for Sale: What Buyers Look for and How to Prepare
What are buyers scrutinising in due diligence, how can sellers prepare, and where does value get lost in a BESS transaction?
The CAPEX Shock: Lessons from the Last Price Cycle
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?
Sponsor Spotlight
Premiums Down, Standards Up: Is the Insurance Market Matching BESS Reality
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?
Floor, Toll or Merchant? Structuring Revenue Risk for 2027
What are the trade-offs between tolling, floor agreements and merchant exposure? What does each structure protect against, where does the basis risk lie?
