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?
