we must be learning...

Note

150 GWh/4 ≈ GW ≈ 2026/27 annual revenue for their energy division 🤤🥧

...10x & 3-4yrs later...

1'500 GWh/4 ≈ GW ≈ 2030 annual revenue for their energy division 🥳

Every year

Note

1GW≈1 Bi......illion dollars 😈... At full capacity?😈

Er' year

And growing 🤭 increasingly 🥹

https://share.google/1cgwqqtJRLUlJEOM1

Storage

Western Australia is no stranger to big batteries, and currently hosts the country’s two biggest operating batteries in the coal town of Collie. But a group of former Macquarie Group bankers is proposing to build a new big battery that will be double the size of the others.

Perth-based BLT Energy is seeking planning approval for its first project – an 800 megawatt (MW), six hour (4,800 MWh) battery called Red Gully that it hopes to build near Gingin north of Perth.

BLT Energy says it has been working on the project or more than two years, and plans to build the battery in stages, kicking off with an initial $1 billion investment in a 400 MW, 2,400 megawatt-hour (MWh) first stage, according to the planning application and website.

The 59 hectare site is next to the new 330 kilovolt transmission line running north from Perth. It’s also just south of the recently-fast tracked Marri wind project (that plans its own potentially even bigger battery), and sits at the southern end of a swathe of wind and solar projects hugging the new line as it heads up to Three Springs.

While Red Gully is the developer’s first project, the company is quick to point out in response to questions from Renew Economy that they have solid energy sector experience.

“The Red Gully BESS [battery energy storage system] has been designated as a Connection Ready Critical Project by Western Power since February 2025 and we have gone through the process with them vetting our track record and experience,” an emailed statement says.

The six-strong company has a strong Macquarie Group connection, with founder Francis Ip, CFO Sam Piantadosi and corporate development director Mina Ip all circulating through the investment bank’s various global arms in the 2000s.

BLT Energy introduced the Red Gully battery to the local council in 2024, and has introduced the project as a whole to the world this year, with a Yued Heritage Protection Agreement in February and a development application in March.

They don’t expect to need to refer it to the federal EPBC: while there are five wetlands to the west within the site overall, the actual project footprint is in paddocks used for cattle grazing.

They think they have another year of planning to go, with a goal to reach a final investment decision by early 2027, start construction straight after, and commissioning by late 2028 at the earliest.

Big batteries are shaping up as a key way to shore up the Western Australian grid ahead of both coal power plant closures, and as the 65 wind and solar projects across the state with development applications under assessment or approved begin to attach to the grid.

Two minimum seven-hour battery projects were part of the clutch of winners in the two key federal and state renewable and storage tenders for Western Australia last week, along with six wind farms and two solar and battery hybrid projects.

Note

Examples:

(One of Many) Big Utility scale Australian battery: ~4.8GWh

NatPower (UK/Italy) battery ~ 25GWh (One of Many)

Recent US residential battery demand (annualized): ~ 13.2GW/33.6GWh unsubsidized and accelerating in YoY growth

Tesla's current deployment scale: 50GW plus 25GW, growing at 30-50% annually ≈ 100GW of demand this year or within the next 12 months. A year later, another 30-50% percent growth conservatively estimating, and you're at 150-200GW of global ACCELERATING demand crises👀⁉️

Then...

What happens when US regulations against battery deployments cease? What happens when the war situations prolong? What happens when demand substitution, within the next few months to a year, hits overdrive as economies are starved for energy for their economies? When the oil and gas industry and their politicians acknowledge (indirectly of course 😅) that their legacy infrastructure capacity requires many many years and decades for design, financing, regulatory approval, supply chain logistics, insurance, installation, testing, operations... and will still nonetheless definitely and predictably go over budget by hundreds of percents, costing taxpayers multiples more money than they first rejected, and as a result, more inflation, crises, and families failing and falling along-side the birthrate and pensions and social supports, further and much further behind. That BESS takes weeks to install and uninstall, costs fractions, functions for decades with minimal supervision and superhuman accuracy and reliability, works with existing generation, is more flexible and profitable for public and private and residential clients (VPP), secures against geopolitical Muppetry, creates local jobs of today and the future, is healthier, and is the key to AI.

Response: they will scapegoat and obfuscate: "billionaires and AI bad" remember? 🙃 You'll remember 😅 as per usual... 🔮🫲🏾🤫

https://share.google/EdbtvLNYlD52FVLTd

Global solar capacity continues to surge, but the next growth phase is shifting toward solar-plus-storage.

Falling battery costs make hybrid projects more valuable than standalone solar by improving grid reliability and reducing exposure to negative power prices.

Corporate buyers are increasingly demanding renewable projects paired with battery storage, with firms like Brookfield saying hybrid power purchase agreements (PPAs) offer greater price stability, stronger economics, and better financing prospects.

The global solar energy boom is showing no signs of slowing down, with falling costs and ambitious clean energy targets continuing to drive rapid adoption. Last year, solar capacity additions surged 11% Y/Y to a record 647 GW worldwide, bringing the total cumulative solar capacity across the globe to 2.9 TW and cementing its position as the world's fastest-growing electricity source. Indeed, in April 2026, monthly global electricity generation from solar and wind surpassed gas-fired generation for the first time ever, a major milestone considering that natural gas provided double their combined output just five years ago. Unfortunately, the vast majority of that energy can only be fed to power grids when the sun is shining. 👀⁉️ Currently, more than 90% of all operational solar capacity is standalone and not paired with batteries, 👀😧🤬...😮‍💨

...in large part due to the fact that li-ion batteries for large-scale energy storage have traditionally been prohibitively expensive. 👀😂👀🤣🫳🏾

But things are changing quite rapidly. What developers are looking for are hybrid solar-plus-storage plants that allow them to bypass grid bottlenecks and maximize land use, while grabbing higher revenues.

Indeed, Brookfield Asset Management (NYSE:BAM), the primary investment manager of Brookfield Renewable Partners (NYSE:BEP), now says that corporate power purchase agreements (PPAs) that pair clean energy generation with battery storage are actively displacing standalone solar and wind contracts. According to the asset manager, the shifting dynamics in the renewable energy market are being driven by the massive global buildout of clean energy, which has introduced significant market risks for large-scale energy buyers. Brookfield Asset Management is the leading alternative asset manager globally with over $1 trillion in assets under management (AUM). 👀‼️

Note