Bess value chain
This is a critical question given the many customer segments that are available, the different business models that exist, and the impending technology shifts. Commercial and industrial (C&I) is the second-largest segment, and the 13 percent CAGR we forecast for it should allow C&I to reach between 52 and 70 GWh in annual. Residential installations—headed for about 20 GWh in 2030—represent the smallest BESS segment. From a technology perspective, the main battery metrics that customers care about are cycle life and affordability.
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