Talking New Energy: Tolls, floors and the future of storage revenues

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In this episode, Tom Smout, Head of Storage at LCP Delta speaks to Louise Dalton, Partner at law firm, CMS UK about the rapid evolution of route-to-market agreements for battery storage, with a particular focus on tolling structures.

We discuss:

• How tolling agreements work and why they are gaining traction in battery storage.
• The trade-off between revenue certainty and upside potential for asset owners and investors.
• Why a blended approach to route-to-market strategies is likely to shape the future of storage. 

What’s one thing you would like listeners to take away from this?

• There is no one-size-fits-all route to market for battery storage. While tolling agreements offer certainty and support financing at scale, the future will rely on a mix of structures, with developers, investors and traders balancing risk, return and flexibility in different ways.

Come back next week for part 2 where we talk to Lisa MacKay from Fidra Energy.