Market Analysis

August 6, 2026
Market conditions look favourable, but some developers are finding it difficult to prove their revenue projections will hold up.
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August 4, 2026
ESN Premium speaks with Fluence’s Jeff Monday and Sam Markham on the opportunity battery energy storage could provide data centres in Australia.
August 3, 2026
The Public Safety and Homeland Security Bureau (PSHSB) of the US Federal Communications Commission (FCC) has classified foreign-produced power inverters and “advanced robotic devices” as national security threats.
August 3, 2026
BESS and solar have driven Australia past the halfway mark in NEM renewable penetration, but the technology mix is not yet broad enough.
August 3, 2026
Grid-forming BESS have not yet been confirmed to meet the highest tier of system strength requirements in Australia’s NEM, according to AEMO.
July 31, 2026
The State Council of China recently released the 15th Five-Year Carbon Peaking Action Plan, outlining a roadmap for carbon peaking through the Action Plan period.
July 30, 2026
Large data centres should serve as “anchor tenants” for new renewable energy generation, storage, and transmission investment, leveraging the scale and longevity of digital infrastructure commitments to advance energy projects rather than waiting for supply to arrive.
July 29, 2026
NEM-wide battery price spreads fell 85% in a single year to average AU$51/MWh (US$35/MWh) in Q2 2026, according to AEMO.
July 28, 2026
European battery manufacturer and energy storage system integrator InoBat plans to get a Nasdaq listing through a business combination with a special purpose acquisition company (SPAC).
July 28, 2026
There can be great value in co-location, but the operational reality is not as simple as it may sound, writes Daniel Moore-Oats of Arenko.

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