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

Stationary BESS Container Brașov, Romania

Equipment-leasing position in EU battery energy storage.

Pencil sketch of a stationary battery container in a Brașov industrial park
I · Opportunity Summary

A 3 MWh lithium-ion battery container, manufactured in Brașov by a Romanian manufacturer, on a ten-year lease to a licensed Romanian grid operator. Investor acquires the container through their EU company and collects quarterly rent at a target gross yield of up to 20% per year. Asset stays on the investor's balance sheet for the full ten-year term, with full-replacement cover from Tier-1 EU carriers and a 10 to 15-year cell warranty from the manufacturer.

Up to 20% gross p.a. · paid quarterly 3 MWh container · 10-year lease · two 250 kW units already operating in the same park
II · Structure and Terms

Asset

TypeLi-ion battery container, investor-owned
Capacity3 MWh per unit
Form factor40-ft container
Discharge profile4-hour configuration (day-night arbitrage)
ManufacturerRomanian battery manufacturer, Brașov
Hardware cost~€150,000 per MWh installed
LocationBrașov industrial park, Romania
VehicleInvestor's EU-domiciled company
VAT treatmentReverse charge, intra-EU acquisition
InsuranceTier-1 EU carriers, full replacement

Commercial terms

Minimum commitment€500,000 (3 MWh entry)
Scalable to€5M+ via additional containers
Target gross yieldUp to 20% p.a., EUR-denominated
Income frequencyQuarterly
Term10 years
Downside pathPhysical asset retention; re-lease
Manufacturer warranty10 to 15 years on cells
III · Indicative Returns

Smaller configurations are available on request. The table below reflects the indicative scaling of the same instrument across commitment sizes.

CommitmentConfigurationAnnual income (20%)10-year cumulative incomeNotes
€500K3 MWh / 0.75 MW (40-ft)~€100,000~€1,000,000May 2026 entry
€1M6 to 7 MWh / 1.5 to 1.75 MW + working capital~€200,000~€2,000,000Preferred terms
€2.5M15 to 16 MWh / 3.75 to 4 MW + working capital~€500,000~€5,000,000Volume pricing
€5M+Custom configurationOn requestOn requestBespoke structuring

Annual income is paid quarterly through the term at a 20% target gross yield (EUR). On a €500K entry across the full ten-year lease, the investor collects ~€1M of cumulative income against the original capital. Returns are pre-tax; effective rate depends on jurisdiction. BESS amortisation typically provides a tax shield (10-year equipment depreciation).

IV · Operational Track Record

Two stationary units of 250 kW each are already operating in the same Brașov industrial park. Site visit is available on request. The 3 MWh container offered here is the next-generation form factor, produced by the same manufacturing line as the operational units.

V · 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

Romania has the widest day-night spread in the EU. The state has €300M earmarked for standalone BESS. Listed utilities have 2 GW+ announced. The lease pays the investor a fixed quarterly rent on the box that captures the spread.

VI · Where the risk lives

Operator counterparty over a ten-year horizon. The lease pays a fixed rent independent of energy market outcomes. The risk is the operator's ability to keep paying. Mitigant: physical asset retention with re-lease optionality.

Spread compression. The 15 to 25% day-night spread that funds the operator's economics shrinks as more storage gets built. The fixed-rent structure insulates the investor's income from that compression in the short term, but does affect renewal terms beyond the ten-year lease.

Subsidy terms can change. The €300M Romanian support scheme drives the build-out pace. A change in support changes operator economics and, over time, lease renewal terms.

Asset 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.

VII · Process

The investor's EU company is the buyer of record. For VAT efficiency, the company is typically domiciled outside Romania so the intra-EU acquisition is handled under reverse charge. The standard path: 30-minute call to walk through the structure, site visit in Brașov for serious interest, term sheet and SPV setup follow.

What happens after you book

  1. 30-minute call. Structure, returns table, fit for your ticket and jurisdiction.
  2. Brașov site visit + data room. Inspect the two operational 250 kW units in the same park. Manufacturer documentation, lease draft, insurance terms.
  3. EU company setup. Container acquired under reverse charge into your EU vehicle. Lease begins on commissioning.

Next step: 30-minute introduction call. Book the call →

Site visit on request. The two operational 250 kW units in the same park can be inspected.