Date & Time
Monday, October 26, 2026, 10:50 AM - 12:00 PM
Name
Panel: Batteries: The Storage Layer Reshaping Asia's Power Landscape - led by EURAZEO
Description

Asia is crossing the threshold where solar penetration is exposing the limits of how the region has thought about storage. As intermittent renewables scale and grids become more volatile, the question is no longer whether storage is needed - it is which storage, where, and at what duration. This panel draws a hard line between two distinct investment theses: front-of-meter storage that firms renewables and earns grid services revenue, and behind-the-meter storage driven by uptime economics in markets where grid reliability cannot be assumed. Rather than treating lithium as the default answer, the session stress-tests when short-duration is genuinely sufficient and when it is not - across the full technology spectrum, from long-duration flow systems to thermal heat storage already operating at industrial scale in Southeast Asia. For investors, the session is designed to surface where capital assumptions are misaligned with deployment reality.

Julien Mialaret