This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.
The Revenue Gap, Why Storage Projects Miss Their Financial Models
Date & Time
September 16, 2026 11:45 AM - 12:25 PM
TrackSolar & Storage Finance
TypePanel Discussion
Battery self-cannibalization has been one of the more identifiable traits in some grid operator markets. Meanwhile, with over 19GW of BESS in ERCOT as well as 14GW in CAISO, ancillary revenues have compressed. How should forward curves and debt service models be adjusted?
What are the debt repayment implications when battery operational availability underperforms underwriting assumptions?
What floor and swap structures are giving lenders enough revenue certainty to size debt?
Storage accreditation directly determines capacity revenue potential. What Effective Load Carrying Capability (ELCC) outcomes are developers seeing, and how is this affecting investor return models?
