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Energy Storage Newsabout 6 hours ago

‘No project above 100MW is fully merchant’: Bankability in focus as Energy Storage Summit 2026 kicks off

Key Takeaway

Large-scale BESS projects require robust, non-merchant revenue streams and structured financing solutions to achieve bankability and proceed to development.

AI Summary

  • Large-scale Battery Energy Storage Systems (BESS) projects, particularly those exceeding 100MW, are facing significant challenges in achieving full merchant bankability.
  • The Energy Storage Summit 2026 has identified bankability for these large BESS projects as a critical discussion point, indicating a market-wide concern.
  • Developers and large power consumers should recognize that purely merchant revenue models are increasingly insufficient for financing major BESS deployments, necessitating exploration of alternative revenue streams like PPAs or capacity market participation.

Topics

capacity-marketfinancingpolicyppastorage