Cosmo van Steenis
BNEF analyst focused on storage and co-located solar-plus-storage economics, modeling revenue stacks and technical coupling strategies for developers and investors.
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Jan 29, 2026 • 31min
How Co-Located Batteries Are Reshaping Solar’s Future
Cosmo van Steenis, a BNEF storage analyst modeling solar-plus-storage economics, and Lara Hayem, BNEF head of solar research, discuss the slowing of global solar growth and why 2026 may see the first dip. They explore rapid rise of co-located solar+storage, falling battery costs, shared-connection savings, curtailment hedging, operational coupling challenges, and how far storage can extend solar’s expansion.
