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Most revenue models for grid-scale storage assume a linear capacity fade. The reality is more complicated, and getting it wrong has real financial consequences.

The power demands of AI training and inference are creating load profiles that the grid was not designed for. Battery storage is part of the answer, but the opportunity is more nuanced than it first appears.

Most financial models for grid-scale storage assume a neat linear capacity fade. Real degradation is messier, and the gap between model and reality has real consequences for asset valuation.