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Due diligence (DD)

Also known as: Technical Due Diligence

The systematic investigation of a BESS project or company prior to investment, acquisition, or lending. Technical due diligence covers equipment selection, design, and performance risk. Commercial due diligence covers revenue assumptions, contracts, and market risk. Legal due diligence covers permits, land rights, and regulatory compliance.

In energy storage

An independent engineer (IE) typically performs technical due diligence on behalf of lenders, reviewing equipment selection, system design, degradation assumptions, fire safety, and the OEM warranty structure. Commercial due diligence focuses on the revenue model — validating market price forecasts, contracted ancillary service terms, and the dispatch strategy against the battery's operating envelope.