ReneSys Energy — Internal Analysis

Containerized ESS —
Analysis & Competitive Intelligence

2.6MWh 0.25C primary variant · 14 racks · 300Ah LFP · US & EU/Italy markets · Updated March 2026
Tariffs current — post-IEEPA (Feb 20, 2026)
BMS strategy locked
Cell price $80/kWh — placeholder (TBD confirmed)
Margin layer — pending
Ukrainian BMS — pending data
Pricing

$/kWh Competitive Pricing

AC/DC turnkey vs DC-only pack. ReneSys vs Chinese vendors vs Western competitors. US and EU/Italy markets. Post-IEEPA tariff update.

AC/DC · DC-only · US · EU →
BMS

BMS Selection Analysis

Nuvation G5 vs Chinese vs European. Raw hardware cost, net effective cost after IRA/FEOC, cert quality, and EU volume strategy thresholds.

Nuvation · IRA · FEOC · EU strategy →
Cost

Component Cost Breakdown

Cost breakdown by component across all 4 variants: 2.6MWh and 5.2MWh in 0.25C and 0.5C configurations. AC/DC and DC-only.

4 variants · $/kWh by component →
Cells

LFP Cell Competitive Analysis

300Ah LFP cell $/kWh. ReneSys vs Chinese, Korean, US domestic producers. US landed (post-tariff) and EU landed. FEOC impact on cell sourcing.

CATL · BYD · Samsung SDI · Panasonic →

Pending updates

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ReneSys cell price confirmation — $80/kWh used as placeholder throughout. Awaiting confirmed production cost to finalize all $/kWh figures.
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Margin layer — all current figures are cost-only. Need 15/20/25% scenarios before sharing with investors or partners.
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Ukrainian BMS vendors — data pending. Placeholder in BMS doc. EU-relevant: CE path, no China dependency, domestic-adjacent supply chain.
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Protecfire T-REX LSFT qualification — verify against CSA TS-800:24 protocol (NFPA 855 2026 mandatory testing).
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Sungrow PCS US assembly status — confirm for IRA domestic content calculation.