Exposure queue

SOH 90.6%, 0.6pts above the 90% warranty floor

CriticalSMT Rio Grande IIWarranty10 MW · CATL · Fluence
At risk
-$620K
-$620,000

SOH fell 2.0pts this quarter, faster than the warranted curve, while cycling stayed within the 700-cycle envelope — an accelerated cell-level degradation the OEM warranty covers, not owner over-use.

If unfixed: SOH crosses the 90% floor in roughly 8 weeks. The claim window for the accelerated-degradation event closes and the augmentation claim is forfeited.

Recommended action

Generate the Warranty Defense Dossier now and file the claim while the SOH evidence still sits inside the covered window.

Evidence

The full provenance behind this number: inputs, the calculation, the underlying series, and the source.

Inputs used
Measured SOH (latest)
90.6%
Rio Grande II BMS, 2026-07-14
Warranty floor
90.0%
CATL warranty schedule cl. 4.2
Warranted curve at month 30
95.4%
Contract warranted degradation curve
SOH change this quarter
-2.0 pts
SOH series, Apr to Jul 2026
Cycle envelope status
648 / 700 projected — within
Rio Grande II EMS, run-rate to year end
Contracted capacity
20 MWh
Rio Grande II contract terms
Augmentation cost basis
$182 / kWh
Contract augmentation cost basis
The calculation

$620K = 3.4 MWh projected capacity shortfall at the floor crossing x augmentation cost basis $182/kWh.

Projected capacity shortfall at floor crossing3.4 MWh
Augmentation cost basis$182 / kWh
Augmentation claim value$620,000
Underlying SOH series, last 90 days
Source Rio Grande II · CATL warranty schedule cl. 4.2 · SOH series Apr to Jul 2026

Action timeline

Raised, actioned, expired

  1. Raised
    2026-06-27
  2. Warranty claim window (accelerated degradation) · 23 days

Accelerated-degradation flag raised when the quarterly SOH slope steepened past the warranted curve.

Related contract

What this exposure is measured against

Warranty floor SOH90.0%
Availability guarantee98.0%
Cycle envelope700/yr
RTE warranted85.0%
Augmentation cost basis$182/kWh
Contract term10 years