Stromfee.US · battery revenue, explained
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Stromfee.US · arbitrage levers · revenue transparency
D5

Reality anchor: real asset vs. potential

▶ Explainer · ~37 s

A real 1.5-MW battery — our GERMAN reference asset (GDPR-anonymized): realized arbitrage margin vs. theoretical perfect-foresight potential.

Where does arbitrage arise?

The only section with REAL money. Our German reference asset captured roughly 20–40 % of the perfect-foresight potential depending on monthly volatility. The gap = forecast error + settlement-data quality. We show the German asset honestly instead of inventing a US one — the lesson transfers: model potential is an upper bound, never a forecast.

Who earns what — and where?

US market roles, cleanly separated (FERC market design).

Power marketer / Scheduling Coordinator (SC)

Skill shows here: how close does real marketing get to the optimum?

Asset operator

Sees what actually lands on the account — after losses and forecast error.

Investor

THIS is the figure relevant for ROI — not the model potential. Apply the same haircut logic to any US pro-forma.

Utility & ISO/RTO

Billability depends on revenue-quality meter data and ISO settlements — data quality touches revenue everywhere.

Data status: Reference asset is German (15-min EPEX market). US equivalent tracking starts once a US asset is connected.
Settlement-quality data: the potential shown here only becomes real revenue if it can be cleanly settled — revenue-quality meter data and ISO settlement statements decide what is billable. Stromfee builds exactly this transparency layer. (How we solved it in Germany: metering-data deep dive.)