AGP Executive Report
Last update: 3 hours agoBattery build-out: GE Vernova has been selected by Quinbrook for Stage 3 of the Supernode BESS in Queensland, adding 260MW/1,216MWh and bringing the full site to 780MW/3,075MWh, with power conversion, controls and grid-connection support. Grid & renewables integration: The Supernode project’s earlier stages are already operating, positioning the battery as a buffer for renewables and demand swings in the NEM. Critical minerals supply: North America-focused Elevra Lithium secured a price-floor structure in a Canada supply deal tied to a new processing facility, as western governments push to lock in long-term critical-minerals availability. Energy storage tech R&D: Australian researchers at Flinders University say they’ve developed a rechargeable zinc-iodine battery using a cyclodextrin-based polymer, targeting 60,000+ charge cycles for large-scale storage. Policy & AI politics: Labor and the Coalition move toward a bipartisan AI approach aimed at reducing backlash risk around data centres ahead of national cabinet discussions. Data centre demand: SCX.ai has started trading on the ASX after a $40m IPO, reporting rising contracted revenue and demand for AI inference capacity.
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