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.
LDES – The Grid Needs More Than Lithium, But Are Investors Ready to Back It? Love this title
Date & Time
September 15, 2026 2:35 PM - 3:15 PM
TrackSolar & Storage Finance
TypePanel Discussion
The grid need is clear, but what is the cost of capital for non-lithium storage today versus four-hour lithium-ion? Is the premium justifiable on a levelized cost basis?
California’s CPUC mandates drive the largest LDES procurement pipeline in the US, but policy frameworks are still creating financing barriers. What policy fixes would move the economics?
Alternative chemistries offer supply chain advantages but carry technology risk. How are lenders stress-testing non-lithium technology assumptions in their underwriting?
The first credible non-lithium financings will set the template. What combination of offtake, policy support, and capital appetite is needed to get those transactions across the line?
