Grid-to-Chip
Battery role migration: from R1 backup to R6 grid-forming
The AI-DC battery is migrating through six economic roles (R1 backup, R2 ride-through, R3 power smoothing, R4 peak management, R5 grid services, R6 grid-forming). Each stage carries a different vendor cohort, revenue mechanism and regulatory gate. Screen for R-stage exposure before chemistry.