Sectors / Battery Storage

The Technology Is Ready. The Revenue Model Isn’t Always.

Grid-scale storage is essential to the energy transition and increasingly proven — but its merchant, contracted, and hybrid revenue streams are exactly the kind of risk conventional lenders struggle to size. That’s structuring work, and it’s ours.

The Financing Reality

A battery earns its money in more ways than a lender can easily model.

Grid-scale storage doesn’t have a single revenue line. It stacks them — energy arbitrage, capacity payments, ancillary grid services, and increasingly, contracted tolling with a utility or corporate offtaker. Some of those streams are merchant and volatile; some are contracted but short; some depend on market rules that are still evolving. A lender looking at that mix sees revenue it can’t underwrite with confidence, and sizes the debt down — or declines — accordingly. The technology is rarely the problem. The revenue structure is.

Our Role

How we help.

Revenue floors and puts that put a defensible minimum under a project’s merchant exposure, so a lender can model the downside. Offtake and tolling structuring that strengthens contracted revenue and credit-supports weaker counterparties. Capital-stack design and tax-credit monetization — including the standalone storage investment credit — that improves the equity story. And where a project pairs storage with newer technology or an untested configuration, technology-performance protection to keep that risk from stalling the financing.

Solutions for This Sector

Which capabilities apply.

Primarily Offtake & Revenue Structuring and Capital & Tax Credits, with Technology & Performance Risk for hybrid or first-of-a-kind configurations.

A Recent Structure

Financing a 250 MWh merchant storage project.

Challenge

A developer sought roughly $85M in senior debt for a 250 MWh grid-scale storage project, but with more than half of projected revenue coming from merchant energy arbitrage and ancillary services, lenders were sizing the debt at barely 40% of the capital cost.

What we structured

We structured a multi-year revenue floor beneath the merchant exposure, strengthened the contracted tolling leg with an investment-grade offtaker, and monetized the standalone storage investment tax credit into the equity story.

Outcome

With a modelable downside in place, lenders advanced a debt quantum that closed the financing, and the sponsor reached financial close roughly four months faster than its original merchant-only process.

~$85Msenior debt unlocked against merchant revenue

Financing a storage project the lenders keep sizing down?

The revenue can be structured into something bankable. Let’s talk.