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Insights

How we think about storage.

Plain-language perspectives on the structure, the risk model, and the market. Educational commentary — not investment advice, and not an offer.

Tax & structure

How the standalone-storage ITC and §6418 transfer work

The two policy changes that turned pure-play storage into an investable asset class — explained simply.

Risk

Why contracted revenue beats merchant exposure

What the discounts on listed storage funds reveal about revenue-model risk — and how we address it.

Market

Storage as grid infrastructure, not a bet on prices

Why utilities and system operators now treat batteries as essential, dispatchable capacity.

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