Clean Horizon Storage Index, septembrie 2026 (3/3): lectii pentru business case-ul unui BESS

To close the week, a few practical lessons I took from Clean Horizon's Storage Index for September 2026, for anyone building a business case for battery storage.

1. Know where the revenue comes from. In France, aFRR and FCR capacity represented 89% of revenues for a 2-hour BESS. In Romania, the September increase was mainly driven by day-ahead spreads. Same technology, very different revenue mix.

2. Stack, don't rely on one stream. In Lithuania and Latvia, capacity reservation prices dropped sharply, but higher day-ahead spreads helped sustain revenue levels. A battery that can switch between services is more resilient.

3. Small services can matter. In Denmark DK2, FFR prices rose sharply with low volume, yet still represented an important share of the stack.

4. Trends change. In Spain, intraday continuous prices decreased in September, ending an upward trend observed since May 2026. A good business case is tested against more than one scenario.

5. Duration is a design choice. The index compares 1-hour, 2-hour and 4-hour systems depending on the market, and the right size depends on local spreads and services.

For PV+BESS hybrids, which is much of our work in Romania, storage also helps move solar output into higher-value hours and makes the whole project more flexible.

At Energy Investment and PV Park, we are always happy to exchange views with investors and partners who are shaping their next storage project in Romania.

Source: https://lnkd.in/e67JbTAv

What do you consider most important when you evaluate a BESS project?

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