Agenda

Merging the SOC accuracy and stranded capacity conversation: how inaccurate battery data flows from monitoring through to trading performance.

• SOC can be off by up to 15%, where does that inaccuracy originate, and who is responsible for fixing it?
• What does 'useful' imbalance data look like from an asset manager's perspective versus an OEM's?
• How much capacity is routinely left stranded by OEM-mandated buffers, and how is that number changing as analytics improve?
• What level of SOC precision and failure prediction would meaningfully change how trading desks size their positions?
• How do degradation and cell imbalance interact over the asset lifecycle and when does a technical monitoring problem become a revenue problem?
• Can third-party analytics close the gap, or does unlocking stranded capacity ultimately require working directly with the OEM?
• Should SOC accuracy be a contractual obligation, and if so, who holds the risk?

How to communicate performance, risk, and constraints to investors, lenders, and boards.

• What information do investors and lenders need from asset managers, and what are operators wasting time reporting that nobody reads?
• How do you explain a degradation curve, a round-trip efficiency shortfall, or a warranty dispute to a finance team in a way that leads to a decision?
• What does a performance report look like when it is designed for a non-technical board, and what gets lost in translation?
• How to build internal credibility to earn a genuine seat at the table in commercial and investment decisions?

How to communicate performance, risk, and constraints to investors, lenders, and boards.

• What information do investors and lenders need from asnset managers, and what are operators wasting time reporting that nobody reads?
• How do you explain a degradation curve, a round-trip efficiency shortfall, or a warranty dispute to a finance team in a way that leads to a decision?
• What does a performance report look like when it is designed for a non-technical board, and what gets lost in translation?
• How to build internal credibility to earn a genuine seat at the table in commercial and investment decisions?

Warranty structures, LTSA obligations, and what asset owners are failing to negotiate before it is too late.

• What is the practical difference between a warranty claim and a plant underperformance claim, and why does that distinction cost asset owners millions?
• How should asset owners structure back-to-back warranties between offtakers, themselves, and OEMs- and what happens when a counterparty fails?
• Round-trip efficiency has no agreed definition, so what should the contractual standard be, and who should bear the measurement risk?
• How big is the gap between lab-tested and field-tested performance, who absorbs the cost when it shows up?
• Regarding data access rights in LTSAs, what clauses are asset owners routinely failing to negotiate?
• When a vendor goes bankrupt mid-contract, what options does an asset owner have, and what should they have secured at procurement?

How operators are structuring revenue across market types, and where the stack is under pressure.

• How do tolling and capacity agreements with utilities differ from private market arrangements, and what are the trade-offs?
• At what point does merchant exposure become unacceptable, and how do operators hedge without giving up the upside?
• How is the revenue picture changing as more BESS capacity comes online and margins compress?
• What role can ancillary services play as a stable floor, and which markets make this easiest to access?

A facilitated scenario exercise on thermal events, OEM response, and multi-stakeholder communication.

• How do you manage communication with offtakers, lenders, and regulators simultaneously without creating legal exposure?
• What are the triggers for invoking a warranty versus managing the issue internally?
• Where do communication chains break down, and what contractual provisions help?
• Output: a draft incident response checklist participants can adapt for their own assets.

Small-group discussions on topics voted during online registration.

Candidates include: end-of-life planning (decommissioning, reuse, recycling); asset acquisition and change-of-hands due diligence; third-party versus in-house operations; workforce development and attracting talent from adjacent industries; and practical AI applications in day-to-day operations. Votes cast at registration shape which topics run.

How purpose-built operators balance battery health against trading revenue, and where the model breaks down.

• How do you decide when to prioritize battery health versus maximizing short-term trading revenue, and who in the organization makes that call?
• What does it mean to absorb merchant risk as an operator, and how is that risk managed on a day-to-day basis?
• What do operators rely on to catch performance degradation before it becomes a revenue event, and what do they routinely miss?
• How do you communicate real-time asset health constraints to trading desks without killing their upside or destroying the commercial relationship?
• Forward curves, analyst consistency, and financing assumptions versus operational reality.
• Why are some revenue forecasts wrong, and what that costs the industry.

As the battery energy storage industry integrates more digital technologies, the risk of cyber threats targeting battery assets and grid infrastructure has become a critical concern.

• Identifying and mitigating cybersecurity risks in battery asset management.
• Best practices for securing data, communication networks, and control systems.
• The role of artificial intelligence and machine learning in detecting and preventing cyber threats.
• Navigating compliance with cybersecurity regulations and standards in the energy sector.