Why Infrastructure Funds Are Looking at Energy Storage
For infrastructure funds, BESS can become a new class of energy infrastructure asset — long-term, essential, scalable and supported by clear market demand as electricity systems change.
Why BESS fits infrastructure capital
Infrastructure investors look for assets that are long-term, essential, scalable and supported by demand. BESS fits because it supports the electricity system, providing:
- Grid stability and peak load support
- Renewable energy integration and energy shifting
- Ancillary services
- Backup and reserve capacity
- Support for corporate renewable procurement
From solar assets to flexible energy assets
Many funds already understand solar — predictable technology, long-term contracts and clear operating profiles. BESS adds a new layer of value: a solar-only asset generates when sunlight is available, while a solar + BESS asset can store electricity and release it based on market, grid or offtaker needs — making the asset more flexible and potentially more valuable.
Why Malaysia is becoming interesting
Several drivers make BESS relevant: growth in large-scale solar, CRESS and third-party access, corporate demand for renewable energy, industrial and data-centre load growth, grid stability requirements and government support for renewable integration. CRESS allows green consumers to procure renewable electricity from developers through the grid, creating a more flexible market structure.
What funds will look for
Funds will not invest just because BESS is popular — they look for bankable projects with:
- A clear revenue model and regulatory clarity
- A reliable technology provider and strong warranty
- An experienced system integrator
- Grid-connection certainty
- Safety and fire-protection design
- Long-term O&M capability and performance monitoring
Frequently Asked Questions
Because BESS is becoming essential electricity infrastructure for renewable energy markets, offering long-term, scalable exposure.
A clear revenue model, reliable technology, strong warranty, experienced integrator, grid certainty, safety design and long-term O&M.
It adds flexibility — storage lets the asset dispatch energy based on market, grid or offtaker needs, not just when the sun shines.
Have a Solar + BESS project to discuss?
Solunar supports EPCC companies, developers and asset owners with technology, integration and O&M.