In the US, the introduction of the One Big Beautiful Bill Act, coupled with imposition of a new tariff regime has had profound effects on both domestic and international energy storage markets. New Foreign Entity of Concern (FEOC) rules will disrupt established supply chains and force the energy storage industry globally into a dramatic strategic re-think about the way it does business. In addition to analysing the impacts on the US, European, Asian and Australian energy storage industries, this roundtable brings together executives from the energy storage development, finance and investment sectors to explore the resulting trends in capital sourcing and the interplay with the dramatically expanding data centre industry.

Key themes will include:

1. What is the impact of OBBBA on tax credits related to the US battery storage industry?
2. What is the impact of the new Foreign Entity of Concern (FEOC) rules on energy storage markets?
3. What is the impact of tariffs on the US, UK & European markets?
4. How is China’s dominance of battery manufacturing currently impacting global energy storage markets?
5. Australia is expected to have one of the fastest growing BESS markets in the world in the coming years – what lessons can be learnt from Australia’s approach to BESS?
6. What will be the resulting trends in capital sources, particularly in relation to sponsor equity and project-level equity and debt?
7. How will the new dynamics in the global energy storage sector impact on the rapidly expanding data centre industry?

This private roundtable seeks to create an open, practical dialogue between executives in the energy storage development, investment and finance sectors focused on building mutual understanding and uncovering opportunities for deal-making.