What the report is, and how much weight it carries
The ARENA Community Battery Portfolio Data Report 1 was prepared by enX, is dated 25 March
2026 and covers the reporting period 30 June to 31 December 2025. It draws on survey responses
from 13 of 16 proponents, covering 284 community batteries, plus operational
interval data for 28 batteries supplied by three proponents: Shell Energy,
Ausgrid and Hydro Tasmania. Shell Energy's interval data was limited and
was excluded from this analysis
.
Its own framing is modest. It exists to give a point-in-time overview of the
current and planned community battery portfolio
and to inform a discussion about where
further analysis should go. And it states the caveat that governs everything in it:
All figures and findings presented are based solely on information supplied by proponents
and should be interpreted in this context.
These are self-reported numbers from the
organisations building the batteries.
Two installed counts, and they are not a contradiction
The report gives 23 batteries installed in one place and 22 in another, and the difference
is scope rather than error. 23 is the portfolio-wide figure, against
227 batteries are expected to be installed by the end of 2026 and 284 installed by 2027
.
22 appears inside the project-slippage analysis, which covers only the
9 of 15 proponents that have submitted survey data in at least two reporting
periods. The 92 figure comes from that same subset, so 92 against 22 is a like-for-like
comparison within it.
| Measure | Figure |
|---|---|
| Batteries covered by survey data | 284, from 13 of 16 proponents |
| Installed, portfolio-wide | 23 |
| Planned by end of 2026 | 227 |
| Planned by 2027 | 284 |
| Slippage subset: planned by 31 Dec 2025 | 92 |
| Slippage subset: actually installed | 22 |
| Expected portfolio capital expenditure | $480m, up from $419m |
| Technology and EPC share of capex | 87% |
| Batteries with operational interval data | 28 |
Who slipped, and who did not
The report names them. The proponents that have experienced delays in completing their first
install are SA Power Networks, Endeavour Energy, Horizon Power, Tasmanian Networks,
Western Power and Transport for NSW. Energy Queensland is
the only proponent that has brought forward their planned first install
, expected by
1 July 2026.
The forward number has nonetheless gone up rather than down, and that is worth stating
alongside the slippage. The total expected by the end of 2027 has increased, the report says,
primarily due to Ausgrid's effort to increase their planned battery installs from 16 to
46
. Ausgrid is expected to account for 81.7 per cent of the portfolio's total
capacity by 2028, or 538 MWh. One network is carrying most of this programme.
The money
Expected capital expenditure across the portfolio is now $480 million, up
from $419 million at the previous reporting period. The report attributes that rise not to cost
blowouts but to larger survey response rates and proponents firming up the budget of their
project
, which is a more benign explanation and one we have no basis to doubt.
Technology and EPC costs account for 87 per cent of portfolio-wide capital
expenditure, so this is overwhelmingly a hardware-and-installation programme rather than a
soft-cost one.
The operational finding, stated carefully
This is the part that has not been reported anywhere else, and it needs its qualifiers kept attached.
The broad pattern is the right one. Across the smaller batteries, those rated under 4,000 kW,
the report finds they are often discharging during the morning and evening peaks and are
charging during the middle of the day
, which is exactly what a battery in a solar-heavy
network should do: soak up the midday surplus, give it back at the peak. The larger batteries
show the same shape with less morning and overnight activity and
a sharper discharge profile during the afternoon peaks
.
Then the qualifier. Some batteries are charging when voltage is low and discharging when
voltage is high. This indicates some batteries are struggling with voltage management.
The
report immediately balances it: However, other batteries have a flatter voltage profile and
are demonstrating good voltage management.
Why it matters for a household rather than an engineer: high network voltage in the middle of the day is the thing that trips rooftop solar inverters off and costs a household its export. A battery charging then pulls voltage down and keeps the street's solar working. A battery doing the reverse is not neutral, it is working against the problem it was funded to help with. The report does not say how many are in each group, and we are not going to guess a proportion from a chart described in words.
The engagement finding nobody will quote
Buried in the survey results is a count of how proponents engage the communities these batteries are named after. A project webpage is the most common approach, at 12 responses. Newsletters follow at 7, door-knocking or community stalls and public meetings at 6 each, walking tours at 5, an advisory or reference group at 4, and social media pages and co-design workshops at 3 each, which the report notes are among the least frequent.
Take that for what it is, a count of approaches rather than of effort or quality. But the pattern is that the most common form of community engagement in the community battery programme is publishing a webpage, and the least common is designing the thing with the community.
Our view
The deployment gap is the headline and it should be read without drama. Infrastructure programmes slip, network connection processes are slow, and the same report shows the forward pipeline growing rather than shrinking. Nobody has abandoned this. But 22 against a planned 92 inside the subset that has reported twice is a large enough gap that a household waiting for a battery on their street should plan on years rather than months, and six named network businesses missing their first install is a pattern rather than one unlucky project.
The finding we would actually act on is the voltage one, because it is the closest thing here to a test of whether the concept works. A community battery earns its subsidy by making the local network better for the houses around it. The report's own data says some are and some are not, from a sample of 28 with one proponent excluded. That is a small and preliminary finding and it is also the first portfolio-wide operational evidence there is, which is why it deserves the next report rather than a press release.
What we would want next: how many of the 28 fall into each voltage group, whether the six delayed proponents have a common cause, and whether the $480 million holds once the 227 due by the end of 2026 are actually built.