
The Infra Insider - Episode 17: Inside Europe's Battery Storage Boom
#BESS #BatteryStorage #EnergyStorage #EnergyTransition #InfrastructureInvestment #RenewableEnergy #Battery In this episode of The Infra Insider, we explore the rapidly evolving European battery energy storage market and what it takes to invest successfully in a sector where revenue models, market structures and risk continue to develop. We're joined by Filinto Martins, Managing Director of Energy Transition at Gresham House and Fund Manager for the Gresham House Global Energy Storage Strategy. With close to 20 years of experience across energy transition investment, asset management and business development, Filinto has worked across Europe, North America, Latin America and India. In this episode, we discuss how the European BESS market is developing and what investors can learn from the UK's experience of battery storage. Following Gresham House's acquisition of SUSI Partners, we also explore what greater scale means for the firm's approach to international energy transition opportunities. A key focus of the conversation is the challenge of underwriting BESS revenues. We discuss revenue stacking, merchant exposure and how investors should approach assumptions around future market revenues, as well as the ongoing debate around storage duration and the differences between 1–2 hour and longer-duration systems. We also examine the importance of grid access across European markets and how connection constraints are influencing BESS development pipelines. Filinto shares his perspective on the factors that can ultimately make or break a storage investment, including what can emerge during due diligence that changes the investment case. Join us for an insightful conversation on the opportunities and challenges shaping Europe's battery storage market, and what institutional investors need to consider as the sector continues to mature. Don't forget to like, subscribe, and follow The Infra Insider for more conversations with the people shaping the future of infrastructure. *Gresham House https://greshamhouse.com/ ________________________________________ *SUBSCRIBE to this Channel https://www.youtube.com/channel/UCpxJC7dM3z68f9XTE1GetoA ________________________________________ *Listen on Spotify https://open.spotify.com/show/6LNbTfW ________________________________________ *Follow us on LinkedIn https://www.linkedin.com/company/infrabe/ ________________________________________ *Listen on Amazon Music https://music.amazon.co.uk/podcasts/7 ________________________________________ *Listen on Apple Podcasts https://podcasts.apple.com/us/podcast ________________________________________ *Visit our website https://infra-be.com/ ________________________________________ If you have any questions, please leave a comment below. Thank you for watching and see you next time! #EuropeanBESS #BatteryStorage #EnergyStorage #BESSInvestment #EnergyTransition #Infrastructure #RenewableEnergy #Battery #Investment #Podcast















