Panel: Modelling Revenues from Collocated Solar and Storage Projects

Synopsis

• Comparing merchant, hybrid, and contracted PPA revenue models for solar-plus-storage assets
• How ERCOT, CAISO, and PJM market structures shape dispatch strategies and revenue stacking
• Managing price volatility and curtailment risk when modelling energy, capacity, and ancillary service revenues
• Rising EPC costs, tariffs, and equipment price trends – how these impact IRR assumptions and project bankability
• Accounting for differing interconnection and performance requirements across U.S. ISOs
• Financing considerations: how lenders and investors assess collocated versus standalone revenue risk