+$180K vs plan, best cycle discipline in the fleet
SOH holding 7.4pts above the 90% warranty floor — the most headroom in the fleet — with 210 of 700 cycles used, the lowest burn rate, while still capturing top-quartile dispatch.
Opportunity: Most warranty headroom in the fleet. This is where extra cycling should go.
Route additional discretionary cycling here to relieve Bay City without touching warranty risk.
The full provenance behind this number: inputs, the calculation, the underlying series, and the source.
- SOH margin to floor
- +7.4 pts
- Cycles used YTD
- 210 of 700
- Cycle headroom
- 490 cycles
- Dispatch capture
- top quartile
+$180K vs plan = preserved warranty headroom plus top-quartile dispatch, the lowest cell-life burn in the fleet.
Routing Bay City's discretionary throughput here captures the dispatch revenue on the fleet's cleanest warranty headroom instead of over-cycling an at-risk envelope. Dispatch value assumed at $72/MWh.
Action timeline
Raised, actioned, expired
- Raised2026-06-17
- Actioned2026-06-25
Flagged as the fleet's warranty-headroom sink for discretionary cycling.
Related contract
What this exposure is measured against