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.
