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"Bit of a bloodbath:" Big batteries feel the pinch of coal plant extensions and household battery boom
Battery storage is the go-to technology of Australia's energy transition, but business case is being squeezed by coal plants not closing and the boom in home batteries.
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energy-storage.news
Battery storage investors ‘feeling the pinch’ as arbitrage spreads narrow across Australia’s NEM
BESS developers who built business cases on assumptions of faster coal plant closures are absorbing the consequences of that timeline.
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Australia's battery storage contracts shift from ‘physical tolls’ toward commoditised products
Australia's BESS market evolves from physical tolls to commoditised contracts as spreads compress & investor return expectations rise to 14%.
