Opportunity · Energy Systems · AMER
Improving storage economics make an integration-led entry attractive, potentially via GridPoint.
Potential
$70M–$110M by 2029
Attractiveness
79
Strategic fit
61
Confidence
Why now
Storage LCOE crossed merchant-viability thresholds in key markets.
Strategic fit
Power electronics transfer; integration IP is the missing piece.
What could weaken the thesis.
What to investigate further.
What supports this opportunity — and how strongly.
Grid-storage integration opportunity ~$70–110M.
Pipeline MW × integration $
Contradicting evidence
Storage LCOE has crossed the threshold for merchant viability in key markets.
Contradicting evidence