The EPC and equipment squeeze – Navigating supply chain bottlenecks in US energy storage

Synopsis

• Strategies for developers to manage the massive capital risk associated with these high, volatile, equipment costs
• What battery equipment is starting to be manufactured in the US and what’s the outlook for that?
• The outlook for the EPC ecosystem given that developers are likely to prioritise projects in the near-term future that carry greater margins, applying pressure for developers to secure those projects with a limited market pool of EPCs providers to work with
• Practical steps developers and their EPC partners are taking – including advanced procurement planning and taking on more interface risk – to secure bankability and compete for the same strained supply chain resources