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EP.122 Battery business models in Europe with Aurora experts Marise & Ryan
Energy Unplugged by Aurora
Regulation and Market Design in Europe
Batteries are dominating in Norway, but they're still fairly small percentages of the existing stocks of cars in pretty much all Europe. So if you're investing in a battery now, chances are the asset is actually getting towards the end of its lifetime by the time even the EV market, for instance, gets to the required scale. The last cluster of topics I'd like to discuss with Marisa and Ryan is around regulation and market design. There's a huge amount of momentum in terms of regulatory reform in Europe right now.
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