8:55AM - 9:00AM
Grand Ballroom A
Informa Welcome
9:00AM - 9:45AM
Grand Ballroom A
KEYNOTE Navigating a Post-Safe-Harbor World: FEOC's Compliance Challenge
Foreign Entity of Concern compliance is no longer a checkbox, it is reshaping procurement strategy, financing structures, and OEM relationships across the industry.
- What does FEOC compliance require of asset owners and developers, and how far ahead of enforcement is the industry preparing?
- How is regulatory pressure on domestic content reshaping OEM selection, supply chain design, and project economics?
- Which procurement decisions made in 2022 and 2023 are now creating FEOC exposure, and what options do asset owners have?
- How are lenders and tax equity investors treating FEOC risk in project finance, and what disclosures are now standard?
- What does a FEOC compliant domestic supply chain look like at scale, and how far away is the industry from getting there?
9:45AM - 10:25AM
Grand Ballroom A
What Asset Managers Wish Developers Had Addressed Earlier
How decisions made at the development stage can create operational uncertainties years later.
- Which procurement choices (e.g. warranties, data access rights, LTSA structures, augmentation obligations) are hardest to renegotiate post-COD?
- Finance modelers and legal teams routinely sign off on technical assumptions they don't fully understand, where does that asymmetry show up in the P&L?
- What do investors still misunderstand about the day-to-day cost of running a battery asset, and who is responsible for closing that gap?
- When an asset changes hands, what does a proper technical due diligence look like, and what do buyers routinely miss on state of degradation, maintenance records, and warranty transfers?
10:25AM - 10:40AM
Grand Ballroom A
Reserved Sponsorship Presentation
10:40AM - 11:05AM
Grand Ballroom A
The Cost of Compliance, Tariffs, Tier Selection and Project Economics
- Tariffs are a capex line item in every deal. How are developers modelling pass-through provisions into project finance, and how are offtakers responding to higher costs?
- Post-safe-harbor equipment pricing is materially higher. What does a project Internal Rate of Return (IRR) look like now versus 18 months ago, and where is the viability threshold?
- Defaulting to Tier 2 or Tier 3 suppliers to meet Foreign Entities of Concern (FEOC) compliance carries long-term Levelized Cost of Energy (LCOE) risk. How are lenders and independent engineers stress-testing equipment quality assumptions?
- Could domestic manufacturing close the BESS supply gap by 2028, and at what cost premium?
11:05AM - 11:35AM
Morning Coffee Break
Technical Asset Management
Track:
Technical Asset Management
11:35AM - 12:15PM
Grand Ballroom A
What the Data Actually Tells You
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?
Speakers
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Ben Leary, Technical Asset Manager, Convergent Energy and Power
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Steve Merrick, Staff Software Product Manager, Wärtsilä Energy Storage
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Lennart Hinrichs, Executive Vice President & General Manager Americas, TWAICE
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Mohamed Elbadry, Director, Assets Performance, Aypa Power
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Anand Narayanan, Senior Vice President, Asset Management and Operations, Arevon
Track:
Technical Asset Management
12:30PM - 1:00PM
Grand Ballroom A
Getting the Developer-to-Operator Handover Right
Getting an asset to COD is one challenge. Making sure the team running it has everything they need from day one is another.
- Which assets perform best in year one, and what did their handover look like?
- How do you keep an accurate record of what was designed, what was built, and what's actually running?
- What does a good OEM relationship look like at the point of handover, and what should operations teams make sure they have before the construction team leaves site?
- How do you structure accountability across developer, operator, and OEM when things aren't tracking?
Commercial Asset Management
Track:
Commercial Asset Management
11:35AM - 12:15PM
Grand Ballroom B
Who Carries the Risk When the OEM Underperforms or Goes Bankrupt?
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?
Track:
Commercial Asset Management
12:15PM - 12:45PM
Grand Ballroom B
Revenue Structures for BESS - Tolling, Capacity, Arbitrage, and Ancillary Services
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?
Moderator
Track:
Commercial Asset Management
12:45PM - 1:00PM
Grand Ballroom B
Reserved Sponsorship Presentation
Technical Asset Management
Track:
Technical Asset Management
2:30PM - 3:30PM
Grand Ballroom A
Delegate-Chosen Roundtables
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.
Commercial Asset Management
Track:
Commercial Asset Management
2:30PM - 3:15PM
Grand Ballroom B
Trading Energy: The Operator’s View on Merchant Risk and Asset Health
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.
Track:
Commercial Asset Management
3:15PM - 3:30PM
Grand Ballroom B
Zitara Technologies Presentation
Sponsor
Technical Asset Management
Track:
Technical Asset Management
4:00PM - 5:30PM
Grand Ballroom A
Market-by-Market: ERCOT, CAISO, MISO, and PJM
Four markets, four revenue stacks, four sets of roundtables. Subject matter experts per region on what drives performance in each.
- Table A [ERCOT]: What drives performance in the most liquid and volatile BESS market, and what do operators consistently get wrong about the risks.
- Table B [CAISO]: How the duck curve and resource adequacy obligations are reshaping the commercial case for storage, and whether California's market is built to match its ambitions.
- Table C [MISO]: Significant untapped potential, real structural barriers. What's holding back BESS deployment, and where is the opportunity right now.
- Table D [PJM]: Capacity market dysfunction, interconnection backlogs, layered complexity. How the region creates both opportunity and operational headache in equal measure.
9:00AM - 9:05AM
Grand Ballroom A
Informa Welcome
Battery Asset Management
Track:
Battery Asset Management
9:05AM - 9:35AM
Grand Ballroom A
Trust and Energy: Navigating Public Concerns in California’s Energy Transition
California has seen a surge in battery energy storage system (BESS) deployments, but with it comes a growing concern over safety, particularly in light of recent high-profile battery fires.
This session dives into a groundbreaking case study led by Cleantech San Diego, which tackled these challenges head-on through a comprehensive public research initiative. With 850+ respondents participating in online surveys and detailed stakeholder interviews, the findings reveal that 65% of respondents support the shift from fossil fuels to renewable energy and 57% support battery storage projects in their own neighborhoods.
Track:
Battery Asset Management
9:50AM - 10:30AM
Grand Ballroom A
The Software Stack - EMS, Scada, Analytics, and Who Does What
How asset owners are building their data and control infrastructure, and where the gaps are.
- What does a mature software stack look like for a fleet operator?
- EMS, SCADA, and analytics tools often come from different vendors, how should they communicate with each other?
- Vendor versus in-house- where is the right line, and how do you avoid being locked in either direction?
- What are the practical applications of AI and LLMs in asset management today - and what is still hype?
- How can BESS operators borrow from wind and solar asset managers who are further ahead on software maturity?
Moderator
Track:
Battery Asset Management
10:30AM - 11:05AM
Grand Ballroom A
Safety, Regulation, and the Push for Federal Standardization
The regulatory patchwork facing BESS operators and the industry's campaign for a national baseline that doesn't punish emerging markets.
- How does a single thermal incident ripple into contract amendments, augmentation requirements, and performance obligations across a fleet?
- Should California's codes become the de facto national standard, or would applying them universally set the bar too high for markets that are just getting started?
- What is the industry's realistic path to federal standardisation, and what are the political and commercial blockers?
- What should asset owners be doing now to future-proof against codes that don't exist yet?
- How are insurance markets responding to evolving safety standards, and what does that mean for project economics?
11:05AM - 11:35AM
Morning Coffee Break
Battery Asset Management
Track:
Battery Asset Management
11:35AM - 12:05PM
Grand Ballroom A
KPIs, Benchmarking, and a Call for Industry Standards
A proposal for the metrics the industry should agree on before the lack of standardisation becomes a systemic problem.
- You can't improve what you can't measure: what are the three to five KPIs the industry should standardize first?
- Availability, round-trip efficiency, and state-of-health all mean different things to different stakeholders- how do we fix that?
- What would a benchmarking industry look like, and who would need to be in the room to make it work?
- How do large portfolio owners and utilities approach KPI tracking differently from single-asset operators, and what can the market learn from them?
Track:
Battery Asset Management
12:05PM - 12:45PM
Grand Ballroom B
Cycling, Degradation, and the 20-Year Asset: What the Data Actually Shows Separating OEM Promises From Field Reality
- How big is the gap between lab-tested and field-tested performance, and why are OEM degradation curves consistently optimistic?
- Augmentation strategy: when is it more cost-effective to augment, and when have you simply over-cycled the asset?
- How do cycling decisions made in year one affect capacity, warranty, and revenue in years ten through twenty?
- What does a realistic 20-year performance model look like, and which assumptions are most frequently wrong at financial close?
- Second-life use cases, field service after warranty expiry, and the emerging end-of-life economy: what should asset owners be planning for now?
Track:
Battery Asset Management
2:00PM - 2:30PM
Grand Ballroom B
The Long View: Resource Adequacy, LDES, and Where Revenue Comes From in 2030
Howthe market evolves as supply grows, demand shifts, and new storage technologies emerge.
- Are utilities willing to offer the resource adequacy terms that make long-duration projects bankable, and what would shift their position?
- Where does long-duration energy storage fit in the stack as lithium-ion dominates the near term?
- Data centers as integrated utilities and captive BESS customers: how should developers be thinking about this segment, and what does rapid deployment at scale do to the broader market?
- Will standalone BESS companies continue to exist, or will the future be dominated by solar-plus-storage developers and vertically integrated utilities?
Track:
Battery Asset Management
2:30PM - 3:15PM
Grand Ballroom B
Interconnection, Grid Access, and the Bottlenecks That Won't Go Away
How interconnection timelines, costs, and reform efforts are reshaping BESS economics
- Interconnection queues now stretch to five years in some markets, how are developers and operators adapting their project pipelines?
- How does rising load growth driven by data centres and electrification affect the economics and queue position of new BESS projects?
- How should the cost of connecting new large loads be allocated and is the current framework fair to existing asset owners?
- What would meaningful interconnection reform look like, and is the political will there to deliver it before the queue problem becomes a crisis?
3:30PM - 4:00PM
Afternoon Break
Battery Asset Management
Track:
Battery Asset Management
4:00PM - 5:00PM
Grand Ballroom A
Delegate-Chosen Roundtables
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.
5:00PM - 5:00PM
