Controllable solar hits strategic threshold at $65/MWh despite China supply risk
The collapse in storage costs positions batteries as a key lever for dispatchable solar, but dependence on Chinese suppliers creates growing tension between competitiveness and supply chain security.
| Sector | Stockage énergie, Batteries |
|---|---|
| Theme | Marchés & Finance, Prix |
A new wave of large-scale battery storage projects reveals an unprecedented competitiveness threshold around $65/MWh for energy shifting, excluding the cost of charging electricity. This level, calculated pre-tax and excluding Chinese components, is based on technical and financial assumptions now considered achievable in projects backed by long-term guaranteed contracts. Recent tenders in India, Saudi Arabia and Italy confirm this trend, despite regional disparities in execution conditions and economic robustness.
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