Beyond the Balance Sheet: Decoding the Hidden Value Drivers in Battery Storage Acquisitions

Time: 15:15 - 16:00
Date: Day 1

Synopsis

As the Australian battery storage market matures, sophisticated investors are looking beyond traditional metrics to identify acquisition opportunities that deliver sustainable competitive advantage.

  • Balancing short-term yield against long-term technology uncertainty in acquisitions
  • Stress-testing autobidding assumptions: what technical due diligence really needs to prove
  • Why BESS assets often change hands multiple times and what that means for valuation models
  • How diversified portfolios can capture volatility without relying on rare “black swan” events
  • Will lenders ever back 100% merchant acquisitions without contracts or PPAs?

Speaker

  • Charlie Behan Vice President, Infrastructure & Utilities - JP Morgan

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