EP.122 Battery business models in Europe with Aurora experts Marise & Ryan
Energy Unplugged by Aurora
The Longer Duration Battery, the Better the Spreads
The decline in CapEx that Ryan alluded to, that's going to be most visible for longer duration batteries. For our batteries, for example, our view is that the CapEx will come down by roughly half even a little bit more within the next decade or so. So according to our modeling, we really see a crossover. If you are investing close to 2030, then it might be smarter to go for a longer duration battery.
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