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Italian battery investment case: “A new model”

From timera-energy.com

We set out how Italy plans to deploy an additional ~50 GW solar & 16 GW of wind capacity by 2030. A significant portion will be deployed in Southern & Island regions, which will soon face a critical lack of flexibility as shown in Chart 1. Electricity storage investment is key to maintaining system security of supply & enabling RES growth. {chart} 2. Revenue stack backtest analysis for Italian batteries We discuss how the Italian BESS revenue stack has evolved to date (see Chart 2) and how it will be impacted by the introduction of the MACSE scheme.{chart} 3. Choosing MACSE or Capacity Market investment route? We ... (full story)

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  • Category: Fundamental Analysis