NEMPulse · Insights · Fleet

NEM Battery Fleet Wrap — Q2 2026

Fleet-wide energy and FCAS market revenue, normalised $/MW and $/MWh, and the top-earning grid-scale batteries in Q2 2026.

  • Energy + FCAS revenue: $56.78M
  • Batteries: 56
  • Rev / MW: $7,023/MW
  • Rev / MWh: $2,941/MWh
  • Optimal capture: 46%
  • $/MW/day vs Q1 2026: -54%
  • VPP FCAS revenue: $25k

Across the Australian National Electricity Market, 56 grid-scale batteries earned a combined $56.78M in estimated gross energy and FCAS market revenue in Q2 2026, based on AEMO dispatch data tracked by NEMPulse. Figures cover the full period.

Normalised across the fleet's 8,084 MW and 19,306 MWh of active capacity, batteries earned $7,023/MW and $2,941/MWh for the period (equivalent to $28k/MW/yr annualised).

Total revenue was down 40% on Q1 2026, which returned $94.60M. Per MW per day — which strips out both fleet growth and the length of the window — earnings were down 54% at $77/MW/day. Optimal capture slipped 9 points, from 55% to 46%.

Energy arbitrage supplied 91% of the total and FCAS 8%, with estimated Frequency Performance Payments adding $542k. Within FCAS, regulation accounted for 44% and contingency 56%; the single largest market was raise regulation at $1.29M.

For context on the trading conditions, the average daily price spread (top two hours minus bottom two hours) across the five NEM regions was $124/MWh, down 44% on the previous period, and the highest spot price reached $20,300/MWh.

Revenue per MW by battery duration class: 1H: $4,886/MW, 2H: $7,622/MW, 3H: $2,480/MW, 4H+: $7,717/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 46% of the revenue a perfect-foresight strategy would have earned over the same period, leaving an estimated $60.35M 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 63% of the perfect ceiling across the 91 forecast-covered days in the period, against 44% 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 Western Downs Battery Energy Storage System (70%), Brendale BESS (65%), Western Downs Battery Energy Storage System (BESS) (64%). At the other end: Mortlake Battery Energy Storage System (-57%), Liddell Battery Energy Storage System (-75%), Mornington BESS (-105%) — capture reflects strategy, contracting and constraints as much as skill, so a low figure is not automatically underperformance.

The strongest single day was 21 Jun 2026 at $1.70M, and the best single battery-day was Mannum Battery Energy Storage System on 21 Jun 2026 with $474k. Revenue stays concentrated: five of the period's 91 days delivered 14% of everything the fleet earned.

2 batteries earned their first market revenue in the period — Woolooga BESS, Stanwell Battery Energy Storage System — adding 522 MW of earning capacity.

The top earners were Eraring Battery Energy Storage System ($6.65M); Melbourne Renewable Energy Hub Connection A3 ($3.26M); Western Downs Battery Energy Storage System (BESS) ($3.21M).

Alongside grid-scale BESS, 22 residential virtual power plant (VPP) and demand-response aggregator units contributed an estimated $25k in FCAS market revenue in Q2 2026 ($238/MW of registered FCAS capacity). VPPs participate exclusively in FCAS markets through pooled residential and commercial assets.

NEMPulse recorded 22 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 — Q2 2026
BatteryRegionEnergy + FCAS$/MW$/MWhCapture
Eraring Battery Energy Storage SystemNSW1$6.65M$14k/MW$3,332/MWh59%
Melbourne Renewable Energy Hub Connection A3VIC1$3.26M$16k/MW$4,081/MWh63%
Western Downs Battery Energy Storage System (BESS)QLD1$3.21M$13k/MW$6,304/MWh64%
Tarong BESSQLD1$3.13M$10k/MW$5,213/MWh58%
Western Downs Battery Energy Storage SystemQLD1$2.78M$11k/MW$6,960/MWh70%
Brendale BESSQLD1$2.71M$13k/MW$6,605/MWh65%
Supernode BESSQLD1$2.48M$9,557/MW$4,560/MWh55%
Waratah Super BatteryNSW1$2.39M$2,813/MW$1,424/MWh24%
Swanbank BESSQLD1$1.96M$7,831/MW$3,915/MWh60%
Mannum Battery Energy Storage SystemSA1$1.79M$18k/MW$8,950/MWh52%

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

Region breakdown — Q2 2026
RegionBatteriesEnergy + FCAS$/MW$/MWh
Queensland15$23.26M$7,981/MW$3,322/MWh
Victoria13$13.10M$7,615/MW$3,747/MWh
New South Wales14$12.52M$5,398/MW$1,803/MWh
South Australia14$7.91M$6,989/MW$4,232/MWh

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

In the news this period
Akaysha Energy’s 1,660MWh Orana BESS reaches commercial operations in Australia
Energy-Storage.News · 30 June 2026 · Orana BESS
Akaysha’s Orana BESS reaches commercial operation
Energy Source & Distribution · 30 June 2026 · Orana BESS
Sosteneo marks one year of operations at Koorangie Energy Storage System
Utility Magazine · 29 June 2026 · Koorangie Energy Storage System
Waratah Super Battery operating at 82% following repair
Energy Source & Distribution · 8 June 2026 · Waratah Super Battery
Akaysha Energy’s Waratah Super Battery in Australia returns to 700MW as Transformer 2 comes back online
Energy-Storage.News · 5 June 2026 · Waratah Super Battery

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

Keep reading: Previous period: Q1 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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