Inside the renewables co-location wave reshaping investment
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This episode is sponsored by Taaleri Energia and Capalo AI
Battery storage is becoming a core pillar of European energy infrastructure. Capacity is expected to double by 2030 and grow eightfold by 2040. And while only 2 percent of solar today is co-located with storage, that should rise to 50 percent by the mid-2030s.
Unlike wind and solar, which earn less as markets grow more volatile, batteries earn more, making them a natural hedge within renewable-heavy portfolios and a stabiliser of fund-level returns. With multiple routes to revenue, success demands granular local market knowledge, precise renewables forecasting, and adaptive trading algorithms with tight feedback loops. That complexity only increases when batteries are co-located with wind and solar assets.
In this episode, Taaleri Energia investment director, battery storage, Ville Rimali and Capalo AI CEO Henri Taskinen unpack the investment case and operational demands of the asset class, where to find the strongest opportunities, and explain why it is so rapidly overtaking pumped hydro.