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?
