Can Japan Build a Battery Market? EP. 306

This week on Energy Unplugged, Hugo Batten, Managing Director of Aurora APAC, and Arthur Yanagisawa, Head of Advisory for Japan at Aurora Energy Research, are joined by Virginie Sandilya, Chief Investment Officer of Shizen International and Head of Project Finance for the Shizen Energy Group.

Japan knows it needs batteries. The question is whether the market can build them fast enough.

Investor appetite remains strong, but the industry's biggest challenges are no longer technological. Grid congestion, rising interest rates, revenue uncertainty and increasingly competitive access to transmission are creating new hurdles for developers trying to reach financial close.

Drawing on experience from both the lending and development sides of the industry, Virginie shares her perspective on what separates successful projects from the rest, why bankability remains a central challenge, and how developers are navigating a rapidly evolving market.

In many ways, Japan's battery market has reached an inflection point. Investor appetite is there. The technology is proven. The question is whether the market structure can keep up.

Main topics include:

Why securing a grid connection may matter more than securing financing

Can merchant battery projects attract debt at scale?

The battle between contracted certainty and merchant upside

Could data centres unlock the next phase of battery deployment?

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(349)

What Happens When a Market Moves Fast? EP. 305 - Video Edition

This week on Energy Unplugged, Laura Picardo, Aurora Energy Research's Advisory Lead for Mexico, is joined by William Judd, Manager – Origination & Execution, LatAm at Cubico Sustainable Investments. ...

8 Sep 27min

What Happens When a Market Moves Fast? EP. 305

8 Sep 28min

From Power Crisis to Power Market EP.304

This week on Energy Unplugged, Caroline Still, Aurora Energy Research's Market Lead for South Africa, is joined by Jan Fourie, CEO of Mulilo. Just a few years ago, South Africa's priority was clear: ...

1 Sep 39min

China's Renewable Boom Enters Its Hardest Phase EP. 303

This week on Energy Unplugged, Lara Panjkov, Aurora Energy Research's Head of Research for APAC, and Zelin Chen, Aurora's Market and Research Lead for China, are joined by Anders Hove, Senior Research...

25 Aug 44min

Why Higher Interest Rates May Be Good for Clean Energy EP. 302

This week on Energy Unplugged, Oliver Kerr, Aurora Energy Research's Managing Director for North America, is joined by Declan Flanagan, CEO of Blue Star Energy Capital. For much of the past decade, r...

18 Aug 38min

We Built the Renewables. So Why Are Bills Still Rising? EP. 301

This week on Energy Unplugged, Marc Hedin, Head of Research for Western Europe & Africa at Aurora Energy Research, is joined by Rachel Fletcher, Director of Regulation & Economics at Octopus Energy, t...

11 Aug 43min

We Built the Renewables. So Why Are Bills Still Rising? EP. 301 - Video Edition

This week on Energy Unplugged, Mark Hedin, Head of Research for Western Europe & Africa at Aurora Energy Research, is joined by Rachel Fletcher, Director of Regulation & Economics at Octopus Energy, t...

11 Aug 43min