Lara Hayem
Head of Solar Research at BloombergNEF, providing analysis on global PV market outlooks, policy impacts, and long-term solar deployment trends.
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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.
