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Daniil Kozin · Investment Brief daniilkozin.com
Energy Infrastructure · Romania Confidential · May 2026

Mobile BESS Trailer Romania

Entry-ticket equipment-leasing position. €80K co-invest floor.

Pencil sketch of a trailer-mounted battery container in Romania
I · Opportunity Summary

A trailer-mounted lithium-ion battery container, manufactured in Brașov by a Romanian battery manufacturer, leased to a licensed Romanian grid operator on a ten-year fixed-rent contract. The investor owns the unit through their EU-domiciled company. Rent is paid quarterly at a target gross yield of approximately 15% per year. The asset stays on the investor's balance sheet for the term, with full-replacement Tier-1 insurance and a 10 to 15-year manufacturer warranty on the cells. The trailer comes off the same manufacturing line as the two stationary 250 kW units already operating in Brașov, where a site visit can be arranged.

~15% gross p.a. · paid quarterly Ten-year lease · €80K co-invest floor · physical asset on the investor's balance sheet
II · Structure and Terms

Asset

TypeTrailer-mounted Li-ion battery container
ManufacturerRomanian battery manufacturer, Brașov
OperatorLicensed Romanian grid operator
LocationRomania (mobile asset, deployable)
VehicleInvestor's EU-domiciled company
VAT treatmentReverse charge, intra-EU acquisition
InsuranceTier-1 EU carriers, lease-duration cover
Manufacturer warranty10 to 15 years on cells

Commercial terms

Co-invest floor€80,000 (mobile-BESS pool)
Scalable to€5M+ via additional trailers
Target gross yield~15% p.a., EUR-denominated
Income frequencyQuarterly
Term10 years
Downside pathRelocate trailer, re-lease or resell
III · Market Context
Romania day-night spread15 to 25%, the widest in the EU
Government supportEUR 300M scheme for standalone BESS
Pipeline (announced)2 GW+ from listed utilities

Romanian power swings 15 to 25% between day and night. The operator captures that spread; the investor collects fixed rent on the box that does the capturing. Listed utilities have 2 GW+ of pipeline announced, the state has €300M earmarked for standalone BESS, and demand for new units is set for several years.

IV · Where the risk lives

Operator counterparty over a ten-year horizon. Rent is contracted, but only as good as the counterparty paying it. Mitigant: the trailer is mobile, so re-lease optionality is real if the original operator falls away. Physical asset retention provides a re-lease floor.

Spread compression. Romania's 15 to 25% day-night spread is the economic basis for the operator's lease payments. As more storage gets built, the spread can compress. The fixed-rent structure insulates the investor's quarterly income from this in the short term and affects renewal terms beyond year ten.

Residual value at year ten. Cell capacity at end of warranty is typically 70 to 80% of original. Re-lease or resale at year ten is at a lower price point than year one.

V · Process

The investor's EU company is the buyer of record. The trailer is acquired under intra-EU reverse charge (zero VAT cash impact). Lease and insurance documentation are standard. Position scales by acquiring additional units.

What happens after you book

  1. 30-minute call. Structure, Romanian grid context, fit for your ticket.
  2. Site visit + data room. The two 250 kW units already operating in Brașov can be inspected. Lease and insurance documentation sent in parallel.
  3. EU company setup. Trailer acquired under intra-EU reverse charge into your existing or newly-formed EU company. Lease begins on delivery.

Next step: 30-minute introduction call to walk through the structure and the Romanian grid context. Book the call →