This session will focus on OEM'S, including project costs, timelines, availability, and supply security.

• How OEMs are approaching cost compression in 2026'2030
• LFP, sodium-ion, LNMO, NMC ' where ESS chemistries are actually going
• Production constraints and allocation strategies
• OEM perspectives on safety engineering and UL/NFPA evolution
• Warranties, degradation guarantees, and how OEMs think about merchant risk
• What OEMs need from developers to offer competitive terms
• Scaling US and EU manufacturing under IRA/FEOC constraints
• The shift from 'battery vendor' to 'infrastructure partner'