Behind-the-Meter BESS Investment Opportunity
1. What We Do
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Install and operate commercial-scale BESS (2+ MW) at industrial sites.
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Target ≥1.5 MW peak-demand reduction in utilities with high demand-charge ratchets (80%+).
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Monetize through fixed-fee or shared-savings agreements with customers.
2. Why It Matters for Customers
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Lower Bills – Cuts annual electricity demand charges ($290k annually per 1.5 MW of shaved demand in PSO territory).
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Predictable Savings – High-ratchet tariffs mean savings recur year-round.
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No CAPEX – Investor owned and operated BESS; customers pay from savings.
3. Why It Works for Investors
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Economics are anchored to a stable tariff structure with repeatable load profiles.
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BASELINE 4-5 Year Payback / 15-20% IRR.
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Scalable Pipeline – 130 refined prospects in PSO territory with planned expansion to other high-ratchet utilities.
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De-Risked Deployment – Standardized engineering, fixed-price EPC, and ITC-qualified assets.
4. Repeatable Process
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Identify high-fit facilities using peak-load shape & tariff data.
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Qualify with AMI data and tariff confirmation.
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Deploy using vetted EPC/EC partners with standardized designs.
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Operate & Measure savings in real time, bill monthly.
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Replicate across matched utility territories.
5. Why Now
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Untapped potential in AEP PSO territory.
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Significant reduction in containerized BESS pricing from integrators.
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Policy stability via BESS ITC locked in under OBBA federal law.