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Research

Australia NEM BESS Forecast: February 2026 release

Forecast Updates

14 hours ago

The February 2026 version of Modo Energy’s battery energy storage revenue forecast for Australia’s NEM is now live. Most significantly, near-term battery capacity increases and coal retirement dates are delayed. This release also introduces refined bid...

Australia: Battery non-conformance and its cost

11 Feb 2026

Dispatch instructions in the National Electricity Market are binding and issued every five minutes to balance supply and demand. Compliance with those instructions underpins system stability.In practice, deviations occur. Assets can move outside AEMO’s...

Western Australia's Draft Benchmark Capacity Price Jumps 36%: Takeaways for BESS

11 Feb 2026

Western Australia's draft benchmark capacity price rose 36% to $491,700/MW for 2028/29, but a 495 MW surplus means batteries will likely earn $422,372/MW.

Billions raised, early stages on delivery: can alternative LDES close the gap?

05 Feb 2026

Lithium-ion retains a structural cost advantage for durations up to 8-10 hours, but beyond 12 hours, some alternative technologies (liquid-air, CO₂ batteries, iron-air) show competitive theoretical levelised costs. The 2026 tenders will determine which can transition from demonstration to commercial deployment, as the window for proving viability narrows with lithium-ion prices falling 10-15% annually.

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