NEMPulse · Insights · Fleet

NEM Battery Fleet Wrap — Q1 2026

Fleet-wide energy and FCAS market revenue, normalised $/MW and $/MWh, and the top-earning grid-scale batteries in Q1 2026.

  • Energy + FCAS revenue: $94.60M
  • Batteries: 51
  • Rev / MW: $15k/MW
  • Rev / MWh: $6,531/MWh
  • Optimal capture: 55%
  • $/MW/day vs Q4 2025: +31%
  • VPP FCAS revenue: $16k

Across the Australian National Electricity Market, 51 grid-scale batteries earned a combined $94.60M in estimated gross energy and FCAS market revenue in Q1 2026, based on AEMO dispatch data tracked by NEMPulse. Figures cover the full period.

Normalised across the fleet's 6,301 MW and 14,486 MWh of active capacity, batteries earned $15k/MW and $6,531/MWh for the period (equivalent to $61k/MW/yr annualised).

Total revenue was up 38% on Q4 2025, which returned $68.66M. Per MW per day — which strips out both fleet growth and the length of the window — earnings were up 31% at $167/MW/day. Optimal capture improved 5 points, from 50% to 55%.

Energy arbitrage supplied 96% of the total and FCAS 3%, with estimated Frequency Performance Payments adding $628k. Within FCAS, regulation accounted for 54% and contingency 46%; the single largest market was raise regulation at $1.26M.

For context on the trading conditions, the average daily price spread (top two hours minus bottom two hours) across the five NEM regions was $220/MWh, up 16% on the previous period, and the highest spot price reached $20,300/MWh.

Revenue per MW by battery duration class: 1H: $21k/MW, 2H: $13k/MW, 3H: $25k/MW, 4H+: $16k/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 55% of the revenue a perfect-foresight strategy would have earned over the same period, leaving an estimated $73.93M 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 68% of the perfect ceiling across the 90 forecast-covered days in the period, against 52% 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 Bolivar Waste Water Treatment Plant (113%), Christies Beach Wastewater Treatment Plant (102%), Happy Valley Water Treatment Plant (90%). At the other end: Liddell Battery Energy Storage System (-9%), Waratah Super Battery (-14%), Bungama Battery Energy Storage System (-57%) — capture reflects strategy, contracting and constraints as much as skill, so a low figure is not automatically underperformance.

The strongest single day was 26 Jan 2026 at $19.32M, and the best single battery-day was Blyth Battery Energy Storage System on 26 Jan 2026 with $4.77M. Revenue stays concentrated: five of the period's 90 days delivered 40% of everything the fleet earned.

6 batteries earned their first market revenue in the period — Quorn Park Solar Hybrid, Orana BESS, New England BESS, New England BESS and 2 more — adding 703 MW of earning capacity.

The top earners were Eraring Battery Energy Storage System ($12.91M); Blyth Battery Energy Storage System ($9.03M); Templers Battery Energy Storage System ($7.91M).

Alongside grid-scale BESS, 20 residential virtual power plant (VPP) and demand-response aggregator units contributed an estimated $16k in FCAS market revenue in Q1 2026 ($208/MW of registered FCAS capacity). VPPs participate exclusively in FCAS markets through pooled residential and commercial assets.

NEMPulse recorded 93 significant price events during the period, the sharpest an extreme price event in Tasmania peaking at $20,300/MWh. Each event, and how every battery responded, is broken down on the market events page.

Top batteries — Q1 2026
BatteryRegionEnergy + FCAS$/MW$/MWhCapture
Eraring Battery Energy Storage SystemNSW1$12.91M$28k/MW$6,465/MWh59%
Blyth Battery Energy Storage SystemSA1$9.03M$45k/MW$23k/MWh66%
Templers Battery Energy Storage SystemSA1$7.91M$71k/MW$28k/MWh78%
Torrens Island BESSSA1$7.79M$31k/MW$31k/MWh57%
Mannum Battery Energy Storage SystemSA1$5.95M$60k/MW$30k/MWh69%
Melbourne Renewable Energy Hub Connection A3VIC1$4.77M$24k/MW$5,964/MWh66%
Tarong BESSQLD1$3.48M$12k/MW$5,798/MWh61%
Hornsdale Power ReserveSA1$3.12M$21k/MW$16k/MWh43%
Brendale BESSQLD1$3.11M$15k/MW$7,585/MWh61%
Western Downs Battery Energy Storage System (BESS)QLD1$3.11M$12k/MW$6,092/MWh52%

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

Region breakdown — Q1 2026
RegionBatteriesEnergy + FCAS$/MW$/MWh
South Australia14$36.69M$37k/MW$23k/MWh
Queensland12$21.62M$10k/MW$5,252/MWh
New South Wales13$18.72M$12k/MW$3,406/MWh
Victoria12$17.58M$11k/MW$5,333/MWh

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

In the news this period
AGL’s Torrens Island BESS in South Australia hit by a second AEMO direction
Energy-Storage.News · 12 Mar 2026 · Torrens Island BESS
400MWh grid-forming New England BESS registered with Australia’s AEMO
Energy-Storage.News · 25 Feb 2026 · New England BESS
Quinbrook advances Supernode BESS with 780MW stage two submitted to Australia’s EPBC Act
Energy-Storage.News · 20 Feb 2026 · Supernode BESS
Brendale BESS powers up early
Ecogeneration · 9 Feb 2026 · Brendale BESS
New England BESS projects get certainty with government contracts
New England Times · 9 Feb 2026 · New England BESS

Third-party reporting on these units, matched automatically and linked for context. NEMPulse does not endorse or verify external coverage.

Keep reading: Battery 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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