One case for the investment committee
The memo needs one story, not a folder of highest-return runs. We show the trade-off, the downside, and why one Recommended Case goes in the deck.
Request investor materialsDispatch day playground
Charge in the cheap hours and discharge in the peak. Spreads pay. Extra cycles wear the battery.
Spread 70.6 USD/MWh
Cycles 1 · degradation 4.2 USD
Day net 207.5 USD/MW
This is a demo with sample numbers. The live model uses your node, prices, and costs.
Run dispatch on your pricesThe decision you make
An IC approves one story: the size, the contract mix, the downside, and the return. That story is the Report Case. The Recommended Case is usually that case, because the highest IRR often fails coverage.
We plot battery size against return so you can see where extra hours stop paying. Then we run four production cases (sponsor, base, downside, severe) using drier-year haircuts.
Why the hours matter
Revenue is not an annual number pasted into a sheet. It is charge and discharge each hour on Chile or Mexico prices. The playground above is one sample day. Shift charge into the cheap hours and discharge into the peak. On a live study that logic runs across the full life, not one Wednesday.
What you walk away with
- Size versus return, with the Recommended Case marked
- Sponsor, base, downside, and severe cases
- Investor Word deck and Excel workbook
- Argentina tender screening when the bid is AlmaSADI
Live markets: Chile, Mexico, and Argentina. Canada is advisory. For lender coverage, see project finance.
Questions
- Why not use the highest-return case?
- Committees and lenders need coverage, merchant limits, and headroom. The highest return often fails those tests.
- What markets are live?
- Chile, Mexico (wholesale and on-site bills), and Argentina AlmaSADI. Canada is advisory.