10.00 – 10.25
Li-ion pack prices have fallen over 80% since 2010. The Dutch grid posted a record 585 negative price hours in 2025. And yet, BESS deployment in the Netherlands lags behind every European peer. What’s going on?
In this talk, Bert van Mil (Exide Technologies) cuts through the noise with four data-driven observations from the perspective of a BESS manufacturer with 138 years of energy storage heritage.
The cost bottleneck has shifted from cells to system integration — with direct consequences for power electronics design.
Sodium-ion’s “drop-in replacement” narrative doesn’t survive contact with BMS and PCS engineering reality.
The gas peaker death spiral is creating a structural revenue signal that makes grid-forming inverter capability non-optional.
And revenue cannibalization may be the risk nobody in the supply chain is pricing in yet.
Speaker: Bert van Mil – Exide Technologies