EnergyReader · 2026-08-10 15:08

NEM batteries hit 9 GW but the revenue story runs the other way

By EnergyReader Newsroom · August 10, 2026

A WattClarity analysis published on Monday (2026-08-10) put the National Electricity Market's battery boom in an uncomfortable light: grid-scale operating and commissioning capacity in the NEM surpassed 9 GW in Q2 2026, with nearly 1 GW connecting in that quarter alone, yet the revenues generated by that fleet compressed sharply over the same period. The data came from AEMO's Q2 2026 Quarterly Energy Dynamics report.

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AEMO Sees No NEM Reliability Gap Before 2030-31, Assuming 50 GW Gets Built 14h ago · AEMO NEM same market Gunvor Signs 600MW, 12-Year South Australian Power Deal With Firmus 1d ago · AEMO NEM same market Dollar-Denominated LNG Costs Squeeze Philippines' Meralco as JKM Holds Near Three-Year Highs 12h ago · JKM via Australian LNG Export Avail… Southeast Asia's Data Centre Pipeline Locks In Structural LNG Demand as South Asia Stays Cold 12h ago · JKM via Australian LNG Export Avail… Philippines Doubles Rooftop Solar Capacity as Chinese Panel Prices Hit 12 Cents a Watt 16h ago · China same desk Gunvor Takes 600MW South Australia Supply Position as NEM Contracts Shift Toward Time-of-Delivery Value 1d ago · Gunvor same desk

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