Inside Battery Asset Management

Welcome back to the Battery Asset Management Newsletter — your monthly digest of what’s happening in the world of battery asset operations.

With four Summits planned across North America, Europe and Australia, we’ve been connecting with leading asset operators, developers, software providers, investors and OEMs to understand the biggest challenges in the field.

Here’s what’s dominating the conversation this month:

🧪 Battery Performance and Degradation

Across all markets, battery degradation continues to exceed initial modelling assumptions. Operators are increasingly adopting more sophisticated monitoring systems, with a growing focus on state of health tracking and state of charge calibration.

Innovation in this area is evolving quickly. Canadian Solar’s Solbank 3.0 Plus claims to offer a near zero battery degradation curve for the first four years, a bold step forward that has caught the industry’s attention.

There’s also growing scrutiny around warranties. Many BESS systems are outperforming the conservative baselines set in their manufacturer warranties, which are often based on worst-case scenarios. As cycle limits begin to restrict revenue potential, and battery prices continue to fall, some are asking whether it's time to move beyond traditional warranty models altogether.

🔥 Safety and Thermal Runaway Prevention

The Moss Landing incident earlier this year served as a sobering reminder of the risks involved in battery system operations. While the specifics of that project wouldn’t necessarily apply to systems being built today, the ripple effects have been felt across the industry.

New safety regulations are now being introduced. California has tightened its standards, and New York has started restricting BESS installations in some areas. The conversation is shifting, with growing consensus that the path forward involves not just compliance, but a broader focus on elimination, substitution and engineering control improvements.

🌍 Supply Chains and Tariffs

Tariff uncertainty continues to be a defining issue in 2025. With little clarity on long-term policy, many developers have paused procurement, awaiting more direction.

As Cameron Murray noted for Energy Storage News, “Will US-China tariff pause lead to stockpiling or further paralysis?” At this stage, the answer seems to vary by project and region.

The economic impact has been particularly hard on merchant projects. Some are now being sold off, while others are accepting lower long-term PPAs just to remain viable. In response, asset owners are leaning into early procurement strategies and working to future-proof their portfolios against further disruption.

👇 Meet the Battery Asset Management Community

Are you working on solutions to any of these challenges? Join the global conversation at one of our upcoming Summits:

📍 Sydney, Australia – 26-27 August 2025

📍 London, UK – 14-15 October 2025

📍 San Diego, USA – 11-12 November 2025

📍 Rome, Italy – 2-3 December 2025

Every market brings its own regulation, pressure points and potential. Let’s solve them together.

📩 Subscribe to stay informed — new insights every month from across the BESS lifecycle.