NEMPulse · Insights · Fleet

NEM Battery Fleet Wrap — August 2026

Fleet-wide energy and FCAS market revenue, normalised $/MW and $/MWh, and the top-earning grid-scale batteries in August 2026.

  • Energy + FCAS revenue: $426k
  • Batteries: 45
  • Rev / MW: $69/MW
  • Rev / MWh: $33/MWh
  • Optimal capture: 34%
  • $/MW/day vs July 2026: +178%
  • VPP FCAS revenue: $79

Across the Australian National Electricity Market, 45 grid-scale batteries earned a combined $426k in estimated gross energy and FCAS market revenue so far in August 2026, based on AEMO dispatch data tracked by NEMPulse. Figures cover August 2026 to date (through 1 Aug 2026).

Normalised across the fleet's 6,195 MW and 12,763 MWh of active capacity, batteries earned $69/MW and $33/MWh for the period.

Total revenue was up 262% on the same days of July 2026, which returned $118k. Per MW per day — which strips out both fleet growth and the length of the window — earnings were up 178% at $69/MW/day. Optimal capture improved 21 points, from 14% to 34%.

Energy arbitrage supplied 97% of the total and FCAS 3%, with estimated Frequency Performance Payments adding $617. Within FCAS, regulation accounted for 88% and contingency 12%; the single largest market was raise regulation at $8k.

For context on the trading conditions, the average daily price spread (top two hours minus bottom two hours) across the five NEM regions was $96/MWh, up 50% on the previous period, and the highest spot price reached $173/MWh.

Revenue per MW by battery duration class: 1H: $78/MW, 2H: $93/MW, 4H+: $198/MW. Longer-duration assets typically earn more per MW through energy arbitrage, while shorter-duration batteries often lead on a per-MWh basis.

On energy arbitrage, the fleet captured 34% of the revenue a perfect-foresight strategy would have earned over the same period, leaving an estimated $776k on the table.

Re-solving the same batteries on AEMO's published PREDISPATCH price forecasts instead of hindsight — execution held identical to the perfect run — reaches 60% of the perfect ceiling across the 1 forecast-covered days in the period, against 33% actually realised. That isolates what public price information alone is worth; it is a reference point, not a floor — real dispatch can beat it or fall short of it.

On capture of the perfect-foresight energy benchmark, the strongest performers were Clements Gap BESS (89%), Bungama Battery Energy Storage System (78%), Torrens Island BESS (74%). At the other end: Broadsound Energy Park (-8%), Eraring Battery Energy Storage System (-207%), Liddell Battery Energy Storage System (-407%) — capture reflects strategy, contracting and constraints as much as skill, so a low figure is not automatically underperformance.

The strongest single day was 1 Aug 2026 at $426k, and the best single battery-day was Melbourne Renewable Energy Hub Connection A3 on 1 Aug 2026 with $43k.

The top earners were Melbourne Renewable Energy Hub Connection A3 ($43k); Supernode BESS ($40k); Melbourne Renewable Energy Hub Connection A2 ($34k).

Alongside grid-scale BESS, 14 residential virtual power plant (VPP) and demand-response aggregator units contributed an estimated $79 in FCAS market revenue so far in August 2026 ($1/MW of registered FCAS capacity). VPPs participate exclusively in FCAS markets through pooled residential and commercial assets.

Top batteries — August 2026
BatteryRegionEnergy + FCAS$/MW$/MWhCapture
Melbourne Renewable Energy Hub Connection A3VIC1$43k$217/MW$54/MWh64%
Supernode BESSQLD1$40k$153/MW$36/MWh63%
Melbourne Renewable Energy Hub Connection A2VIC1$34k$172/MW$86/MWh72%
Bungama Battery Energy Storage SystemSA1$34k$228/MW$114/MWh78%
Melbourne Renewable Energy Hub Connection A1VIC1$34k$169/MW$84/MWh73%
Tarong BESSQLD1$33k$111/MW$56/MWh64%
Supernode BESSQLD1$28k$106/MW$51/MWh72%
Western Downs Battery Energy Storage SystemQLD1$27k$106/MW$67/MWh71%
Koorangie Energy Storage SystemVIC1$26k$143/MW$71/MWh66%
Swanbank BESSQLD1$26k$103/MW$52/MWh69%

Capture = actual energy revenue as a share of the perfect-foresight LP benchmark; shown only for units with material modelled upside.

Region breakdown — August 2026
RegionBatteriesEnergy + FCAS$/MW$/MWh
Queensland13$229k$96/MW$44/MWh
Victoria12$210k$130/MW$64/MWh
South Australia12$148k$146/MW$94/MWh

$/MW uses Max Cap (the grid-constrained operational rating); $/MWh uses registered energy capacity.

Keep reading: Previous period: July 2026Battery fleet dashboardPerformance rankingsActual vs optimal dispatchMarket eventsHow capture is calculated

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Automatically generated from AEMO public data using fixed templates (not AI-written). Figures are estimated gross market revenue (energy + FCAS) from dispatch — they exclude contracts, hedges and network-support schemes (e.g. SIPS), so actual commercial revenue will differ.

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