The Future of Grid-Scale Portfolios: Battery Economics, Political Updates and the Power Market

Synopsis

As the market sets another stellar year with the largest number of GWs deployed on record and begins to react to an increasingly competitive market, what have been the impacts of 2024 on market prospects, economics, and deployment of energy storage?

• In light of increased political uncertainty, what should the market expect in the coming year from potential market redesign and risk of ROI for investors?
• How is perceived anti-renewables sentiment affecting land origination and development?
• Deploying assets in 2024 versus 2025: How are others preparing and how are developers looking at cost uncertainty and capital availability? How are revenues comparing year-on-year, and what’s changed for the market?
• The future of IRA tax credits and asset economics