GE Vernova and CATL Win Supernode Stage 3 BESS Contract in Queensland

GE Vernova and CATL Selected for 1,216MWh Supernode Stage 3, Expanding Australia's Largest Battery Storage System

BRISBANE, Australia August 24, 2026 GE Vernova (NYSE: GEV) has been selected by Quinbrook Infrastructure Partners to supply power conversion, control, and grid integration technology for Stage 3 of the Supernode Battery Energy Storage System (BESS) in Queensland  marking GE Vernova's first grid-forming battery storage project in Australia and extending its technology partnership across all three stages of the development. The contract award reinforces the accelerating momentum of the global Renewable Energy Storage Market, which was valued at USD 88.42 billion in 2025 and is projected to reach USD 428.63 billion by 2035, expanding at a CAGR of 16.9% from 2026 to 2035, according to Next Move Strategy Consulting.

Stage 3 will add 260MW and 1,216MWh of four-hour storage capacity to the Supernode campus, bringing the full development to 780MW and 3,075MWh at a single strategically located site adjacent to the South Pine substation north of Brisbane  a key hub in Queensland's transmission network. Stage 3 has already achieved Generator Performance Standards (GPS) acceptance, an important grid-connection milestone that establishes the project's agreed technical performance standards for connection to Australia's National Electricity Market (NEM). GE Vernova noted that this milestone marks the first time grid-forming battery storage technology has been deployed in Australia, enabling the asset to provide frequency support and system strength services historically delivered by conventional power plants.

CATL, the Chinese battery manufacturer, has been confirmed as the energy storage system supplier for Stage 3, continuing its role across all three Supernode stages. CATL will supply its newer TENER S systems for Stage 3, having provided EnerC Plus systems for Stages 1 and 2. The EnerC Plus system's back-to-back installation design reduces the required site footprint by approximately 20% compared with its predecessor  a critical advantage given Supernode's location on constrained industrial land. CATL will also provide long-term lifecycle support under a service agreement covering condition monitoring, performance tracking, fault response, and preventive maintenance.

Quinbrook closed AU$469 million (approximately USD 305 million) in debt financing for Stage 3 in August 2026, bringing total project financing across all three Supernode stages to approximately AU$1.2 billion. Capacity across the three stages has been contracted under long-term offtake arrangements, including tolling agreements with Origin Energy for Stages 1 and 2 and a 1,010MWh offtake agreement with Queensland state-owned generator Stanwell. Supernode became the largest operational battery storage system in Australia's NEM in July 2026 following the completion of Stage 2 commercial operations, a position it is set to extend further once Stage 3 comes online.

Key Highlights:

• GE Vernova selected to supply power conversion, control, and integration technology for Supernode Stage 3  its first grid-forming BESS project in Australia  extending its technology role across all three stages of the development

• Stage 3 will add 260MW and 1,216MWh of four-hour storage, bringing the full Supernode campus to 780MW and 3,075MWh at a single site

• CATL confirmed as battery system supplier for Stage 3, providing its TENER S systems, with long-term lifecycle support under a dedicated service agreement

• Quinbrook closed AU$469 million (approx. USD 305 million) in Stage 3 debt financing, bringing total Supernode financing to approximately AU$1.2 billion

• Supernode became Australia's largest operational BESS in the NEM in July 2026 following Stage 2 commercial operations; Quinbrook and CATL are also developing EnerQB, an eight-hour duration storage technology for potential future stages

• The global Renewable Energy Storage Market was valued at USD 88.42 billion in 2025 and is projected to reach USD 428.63 billion by 2035, at a CAGR of 16.9%, per Next Move Strategy Consulting

Analyst Insight:

According to analysts at Next Move Strategy Consulting, the Supernode Stage 3 contract award exemplifies the structural shift underway in utility-scale renewable energy storage, where grid-forming capability, long-duration technology, and vertically integrated supply chains are becoming the defining competitive differentiators. NMSC analysts note that the combination of GE Vernova's power conversion expertise and CATL's battery system scale deployed across a single 780MW campus with AU$1.2 billion in committed financing represents a benchmark project for the Asia-Pacific region, which led the global renewable energy storage market with approximately 38% revenue share in 2025. The Supernode development also signals growing institutional confidence in long-term contracted storage assets as a bankable infrastructure category, a trend that is expected to accelerate capital deployment across the utility-scale segment through 2035.

Industry Outlook:

The Supernode Stage 3 contract award underscores the rapid maturation of Australia's grid-scale battery storage sector and the broader global renewable energy storage market. As grid operators across Asia-Pacific and beyond tighten dispatchability requirements and mandate frequency-response capability from new storage assets, projects that integrate grid-forming technology as demonstrated by GE Vernova's role at Supernode are positioned to set the technical standard for next-generation BESS deployments. With the global Renewable Energy Storage Market on track to expand more than fourfold from USD 104.87 billion in 2026 to USD 428.63 billion by 2035, the strategic imperative for utility-scale, long-duration, and grid-forming storage solutions has never been more pronounced. The concurrent development of CATL and Quinbrook's eight-hour EnerQB technology for potential future Supernode stages further signals that the industry's next competitive frontier lies in multi-hour and long-duration storage capable of shifting renewable generation across broader windows of the day.

Source: Energy-Storage.News

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Prepared By: Sanyukta Deb