Energy Storage Finance Investment

Energy storage is at a crossroads amid opportunity and uncertainty, growing rapidly despite diametric forces: BESS price falls, EPC shortages, tariff changes, and more. But that momentum is at risk from the House Reconciliation bill, which would significantly weaken the IRA, especially for projects not yet started by October. The bill’s fate now lies with the Senate, where many changes are expected between now and the mid-August deadline.

How will the Senate bill affect the industry's outlook and plans for future projects? Will the new FEOC provisions make tax equity investment impossible? What does storage financing look like given IRA cuts and tariff related cost increases? The industry is pouring $100 billion into domestic BESS manufacturing over the next 5 years, and deals will get done profitably in the interim — but how?

Storage has the potential to increase the profitability of all projects. Even with logistical challenges, the value of storage to both project economics and grid stability is too compelling to put on hold, as developers and investors push projects forward to maximize potential revenue, while load growth increases the need for reliability, arbitrage, and ancillary services.

Regardless of federal changes, power prices are poised to rise further. New development will continue, but only those with the right insight and connections will tune out the noise and grasp the opportunities ahead.

Energy Storage Finance & Investment 2025 brings together the entire storage community, including the country’s leading developers, tax equity investors, capital and debt providers, tax advisors, market analysts, offtakers, and more to provide a deep dive into navigating the uncertainties and moving forward with cutting-edge approaches for finance and investment across the full range of markets and business strategies in this dynamic space.

If you want actionable insights on — Senate bill developments, contract negotiations, revenue streams, costs, tax equity and credit markets, augmentation, M&A, merchant transactions, procurement plans, supply chain risk, domestic content requirements, the opportunities and pitfalls across the full range of ISO, RTO and bilateral markets, extracting value from projects and portfolios, and how the storage markets are adapting to new market signals — this is the event to attend!