Reflecting on Energy Storage Summit Asia 2025

⚡ 𝗥𝗲𝗳𝗹𝗲𝗰𝘁𝗶𝗻𝗴 𝗼𝗻 𝗘𝗻𝗲𝗿𝗴𝘆 𝗦𝘁𝗼𝗿𝗮𝗴𝗲 𝗦𝘂𝗺𝗺𝗶𝘁 𝗔𝘀𝗶𝗮 𝟮𝟬𝟮𝟱

‍Index Partners recently took part in the Energy Storage Summit Asia in Manila, which brought together developers, investors, utilities, and policymakers to discuss how storage is emerging as an enabling technology for Asia’s clean energy transition.

Our Director for Infrastructure and Renewables, Aljon Del Rosario, joined two panel discussions:

🔹 GEA-4 and the Road Ahead — examining the Philippines’ first renewable auction to include energy storage and its implications for delivery, investor confidence, and auction design. You can revisit our detailed insights here: https://lnkd.in/gv_e6tvs

🔹 Driving Competitiveness in Storage Through Reduced CAPEX and OPEX — exploring cost reduction strategies, financing structures, and the steps needed to make storage commercially viable at scale.

💡 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀

• 𝗧𝗵𝗲 𝗿𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗮𝘂𝗰𝘁𝗶𝗼𝗻 𝗳𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸 𝗶𝘀 𝗺𝗮𝘁𝘂𝗿𝗶𝗻𝗴. GEA-4 reflected a stronger understanding of risk and value among participants, signaling that the market is moving from experimental bidding to disciplined, delivery-focused competition.

• 𝗖𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲𝗻𝗲𝘀𝘀 𝗲𝘅𝘁𝗲𝗻𝗱𝘀 𝗯𝗲𝘆𝗼𝗻𝗱 𝗵𝗮𝗿𝗱𝘄𝗮𝗿𝗲 𝘀𝗮𝘃𝗶𝗻𝗴𝘀. IRENA data show that battery costs have declined by roughly 40 to 50 percent since 2022, yet overall project economics are still shaped by Balance of Plant, insurance, and financing costs.

• 𝗕𝗮𝗻𝗸𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗮𝗻𝗱 𝗽𝗼𝗹𝗶𝗰𝘆 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 𝗿𝗲𝗺𝗮𝗶𝗻 𝗱𝗲𝗰𝗶𝘀𝗶𝘃𝗲. Transparent contracting, clear revenue mechanisms for flexibility and capacity, and predictable market frameworks are what enable lenders and investors to price risk effectively.

• 𝗦𝘁𝗼𝗿𝗮𝗴𝗲 𝗶𝘀 𝗮𝗻 𝗲𝗻𝗮𝗯𝗹𝗶𝗻𝗴 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆. It bridges the gap between variable renewable generation and grid reliability, unlocking greater penetration of renewables while improving system efficiency and resilience.

• 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝘆 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗶𝘀 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗳𝗿𝗼𝗻𝘁𝗶𝗲𝗿. Timely grid integration, defined dispatch rules, and credible compensation mechanisms will determine whether awarded projects translate into real system flexibility.

As Asia continues to expand its renewable capacity, storage will remain a critical enabler of grid stability, investment confidence, and sustainable energy growth.

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