CIS and the Future of Energy Storage Investment

Synopsis

• Will the Capacity Investment Scheme accelerate storage deployment or crowd out private investment?
• Are current auction designs bankable for developers and financiers, or do they risk creating stranded bids and sunk costs?
• How are investors pricing merchant risk under CIS, and are revenue guarantees distorting valuations?
• What role should CIS play alongside other state incentives? Should it be the backbone of financing, or a temporary catalyst?
• If CIS were scaled or reshaped, what does that mean for long-term investor confidence and subsidy dependence in Australia’s energy market?