Energy Unplugged by Aurora EP.228 terralayr on the German Battery Market
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Jan 28, 2025 Philipp Man, Founder & CEO of terralayr, and Mikko Preuß, Vice President, share insights into the rapidly evolving German battery market. They discuss how batteries are becoming an important asset class, focusing on financing challenges and risk management. The conversation highlights the impact of grid connection fees on battery storage, advocating for regulatory changes. They also explore strategies for expanding into other markets while emphasizing the need for clear regulations and innovative financing solutions to support the energy transition.
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Batteries as an Asset Class
- Batteries are a young asset class with volatile cash flows, unlike traditional infrastructure.
- This creates challenges for investors seeking stable, predictable returns.
Optimizer Differentiation
- Many battery optimizers offer similar services, leading to a race to the bottom on commission rates.
- TerraLayer partners with multiple optimizers and offers a configurable revenue stack.
Matchmaking in the Battery Market
- TerraLayer acts as a matchmaker, bridging the gap between different risk profiles and needs in the battery market.
- They bring together investors and asset owners with varying risk appetites.