How to scale a global battery portfolio - from Poland to Japan (Gore Street Capital)

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Battery storage has moved from a niche technology to a cornerstone of modern power systems. But as the sector scales, investors face a new challenge: managing complexity across different markets, regulations, and revenue models. Building a global storage portfolio means balancing opportunity with risk and understanding how policy, pricing, and performance differ by region.

In this episode of Transmission, Alicja Kowalewska-Montfort, Principal (Technical / Energy Storage) at Gore Street Capital breaks down how investors are approaching the next phase of storage growth. Over the conversation Alicja explores how the company approaches battery investment across Gore Street’s global portfolio. She explains what makes the markets unique, how diversification supports resilience, and why operational discipline is critical to long-term value. The conversation explores how investors are turning storage from a promising technology into a bankable global asset class.

Key points covered:

• Why financing energy storage remains complex despite growing demand.

• The challenges of building and managing assets across multiple markets.

• What makes battery projects bankable in different regulatory environments.

• How policy, market reform, and merchant exposure shape investment decisions.

• What needs to change to scale storage as a core part of the power system.

About our guest:

Alicja Kowalewska-Montfort is a Principal (Technical / Energy Storage) at Gore Street Capital where she focuses on technical diligence and portfolio optimisation for grid-scale batteries. Gore Street Capital is a private equity investment manager focusing on renewable energy. For more information head to their website.

About Modo Energy

Modo Energy helps the owners, operators, builders, and financiers of battery energy storage solutions understand the market - and make the most out of their assets.

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