Redefining Energy

198. Battery Blitz in Germany - Oct25

59 snips
Oct 6, 2025
In this enlightening discussion, Philipp Man, CEO of Terralayr, shares his insights on Germany's burgeoning battery market, which is set to grow from 2GW to 6GW rapidly. He reveals how Terralayr has swiftly built up to 150MW of battery assets and secured pioneering tolling agreements with major players like Vattenfall. Philipp emphasizes the advantages of medium-sized batteries, the significance of his unique virtual battery tolling model, and how his integrated platform approach fosters flexibility and commercialization in a challenging regulatory landscape.
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INSIGHT

Germany's Powerful Revenue Stack

  • Germany offers the strongest day‑ahead spreads and frequent deep negative prices, driven by large solar overproduction.
  • Intraday volatility and unsaturated ancillary services (especially aFRR) create cross‑optimizable revenue stacks for batteries.
ANECDOTE

Founder Returned To Energy

  • Philipp transitioned from a B2C luxury marketplace to energy, leaning on prior Glencore experience.
  • He saw storage as a major capital deployment opportunity and quickly formed a differentiated value proposition.
ADVICE

Pair Assets With Commercialization

  • Build both physical batteries and a commercialization layer to capture the asset's value.
  • Aggregate assets and secure long‑term offtake to scale and attract global partners.
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