Storage CAPEX in 2026. Cost Drivers, Risk, and Control

Time: 09:15 - 09:55
Date: 25/02/2026

Theatre: Supply Chain Risk & Critical Minerals

Synopsis

  • What is pushing CAPEX in 2026: Cells, modules, balance of plant, power conversion, civil works, grid connection, and EPC risk pricing?
  • Procurement tactics that protect budgets: Multi sourcing, framework agreements, indexed contracts, liquidated damages, and contingency sizing
  • EU sustainability, traceability, and recycled content rules and how they flow into supplier pricing and bankability
  • What lenders and equity expect to see in 2026 CAPEX assumptions and downside cases

Speaker

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