Europe is building 200 GW of storage, but software will decide who captures the value

Europe's storage build-out is becoming an energy-security project. For investors, however, adding batteries is only half the equation: as familiar revenue pools tighten, forecasting, trading and dispatch will increasingly determine whether assets deliver resilient returns. Europe's next bottleneck is operational Europe has moved storage from the margins of energy policy to the centre of its economic and security agenda.