Negative impactSector
High battery prices may delay commissioning of 12 GWh BESS capacity
BusinessLine 1 hr ago·29 Sept 2026, 6:23 am
Crisil Ratings has flagged a potential delay in the commissioning of 12 GWh of battery energy storage systems (BESS). The agency notes that nearly 21% of this under-construction capacity may face weak returns, which could push back their operational timelines.
This development is significant for investors as it highlights a risk in the rapidly growing renewable energy storage sector. Delays in commissioning can disrupt supply chains and affect the earnings of companies involved in the project lifecycle, from manufacturing to installation.
Investors should monitor the progress of these projects and the response from developers. Watch for updates on whether companies can mitigate these risks through cost optimization or if further delays are expected to impact the broader sector.
Excerpt from BusinessLine
As much as 12 gigawatt-hour (GWh) of battery energy storage system (BESS ) capacity, or roughly one-fifth of the total BESS under construction, faces commissioning delays due to hardening battery prices even as tariffs bid for these projects are lower. Nearly 21 per cent of the under-construction BESS capacity,…Read the original at BusinessLine
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- Category: Sector.
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