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[Company Website] | [Corporate Presentation]
December 22, 2025
Today's Early Standout | See Why (BNRG) Just Hit Our Morning Watchlist Dear Reader, Thermal batteries are emerging as a major focus in the private sector, with Bill Gates (via Breakthrough Energy Ventures' $3B across three funds) and BlackRock helping direct $150M toward U.S. leaders like Antora Energy, Fourth Power, and Rondo Energy. These big players recognize that heat storage for industrial decarbonization represents one of the largest infrastructure avenues of the energy transition, with Antora alone raising $230M and Rondo securing over $160M in funding. While large-scale institutional capital continues flowing into private thermal energy storage companies, most of the public remains unaware that Brenmiller Energy Ltd (NASDAQ: BNRG) operates the world's first thermal energy storage gigafactory—already operational and generating revenue. And that's just one of the reasons why (BNRG) is topping our watchlist this morning—Monday, December 22, 2025.
But keep in mind, (BNRG) has less than 3.1M shares listed as available to the public, according to MarketWatch. When companies have small floats like this, the potential exists for big moves if demand begins to shift. Currently trending below $1, (BNRG) stands out as one of the only publicly listed ways to gain exposure to the same thermal battery segment drawing attention from groups connected to Bill Gates and BlackRock, positioned at the crossroads of industrial decarbonization and the global energy transition. The company has transitioned from pilot phase to commercial revenue generation, secured strategic partnerships spanning nuclear integration to EU funding, and positioned itself to capture share in what McKinsey identifies as industrial electrification hardware revenues reaching around $1T by 2030. With multiple potential catalysts converging, (BNRG) appears to be severely overlooked relative to its technology leadership and commercial traction. Keep reading to see why (BNRG) just landed on our radar. Revolutionary Technology Solving a $1.4T Problem
Industrial heat accounts for 25% of global emissions, representing one of the largest decarbonization challenges worldwide. Brenmiller's patented bGen thermal energy storage system provides a zero-emission solution using abundant, low-cost crushed rocks to store energy as heat at temperatures from 100°C to 500°C. The technology's elegance lies in its simplicity and scalability. Crushed rocks fill thin metal cells (bCells) stacked into 12-meter modules with embedded electrical heaters. The system charges when electricity prices are lowest—including during negative pricing periods that occur with increasing frequency as renewable penetration grows—and dispatches clean steam or hot air on demand for industrial processes. Key technical advantages include: - 97% round-trip efficiency with patented design
- Modular architecture from 10 MWh to 1,000 MWh
- 30+ year lifespan with unlimited charge cycles
- Integrated steam generation without external heat exchangers
- Natural materials avoiding critical mineral dependencies
The company has deployed 103 MWh in pilot projects and accumulated 4 GWh in total projects to date, demonstrating commercial readiness at scale. World's First Gigafactory: Operational Manufacturing Advantage
(BNRG) operates the world's first heat battery gigafactory with 4 GWh annual manufacturing capacity at full scale, representing up to $200M in potential annual production capacity. This operational gigafactory provides a significant first-mover advantage in a rapidly expanding market, funded partially by European Investment Bank backing. The facility's proven production capability positions (BNRG) to execute on its commercial pipeline while competitors remain in earlier development stages. The company's localized manufacturing strategy creates a template for rapid deployment in key geographies, reducing logistics costs and accelerating project timelines. Explosive Market Potential
The thermal energy storage market is experiencing explosive growth with analyst projections ranging from $25.6B in 2023 to $56.4B by 2033 (8.4% CAGR), with some forecasts reaching $90.64B by 2037 (8.1% CAGR). The broader global energy storage systems market topped $668B in 2024 and is projected to grow to over $5T by 2034, with thermal storage gaining traction for multi-day duration applications where batteries delivered $49B in 2024 alone. A recent McKinsey report confirms that industrial heat electrification has reached a "turning point in feasibility," becoming increasingly cost-competitive with fossil fuels—with payback possible within a year when combined with renewables. Decarbonization mandates, renewable energy proliferation creating negative electricity prices, and industrial cost pressures position thermal energy storage at the center of the global energy transition. Awards and Recognition: Validation from Leading Institutions
(BNRG)'s technology leadership has earned recognition from the world's most prestigious energy and innovation organizations: - TIME Magazine Best Inventions 2023
- BloombergNEF Pioneers 2024 Finalist
- European Investment Bank Innovation Champion
- Edison Awards 2025 Winners
- European Commission Seal of Excellence for Horizon 2020 Project
- BIRD Energy Approval for U.S.-Israel Clean Energy Project
This validation from independent third parties confirms Brenmiller's technical differentiation and market positioning. $500M Commercial Pipeline and Strategic Partnerships
(BNRG)'s global commercial pipeline exceeds $500M, distributed across: - Europe: 67%
- United States: 28%
- Rest of World: 5%
Recent strategic partnerships are expanding addressable markets and validating technology applications: Nuclear SMR Integration (July 2025): Brenmiller signed an MoU with ENASCO Ltd to develop thermal energy storage integrated with Small Modular Reactors, targeting $50M in projects by 2030—positioning bGen as critical infrastructure for nuclear-powered AI data centers. European Union Innovation Fund (July 2025): The European Hydrogen Bank backed the SolWinHy project in Spain, where Brenmiller's bGen technology was chosen to deliver the thermal energy storage system for a 56 MWh installation supporting green e-methanol production. Japanese Market Entry: Brenmiller announced an MoU with a Japanese corporation to collaborate on TES deployment in Japan, opening access to one of the world's most energy-import-dependent economies. Multiple Revenue Streams and Business Model Flexibility
(BNRG) operates three business models: Equipment Sales (one-time sales with maintenance contracts), Heat-as-a-Service (clean heat under long-term PPAs), and Grid Services (charging during excess grid periods for frequency regulation). This diversification captures value across utility-scale projects, industrial end-users, and grid operators while matching customer capital availability and risk preferences. Off-Peak Energy Arbitrage: 50%+ Cost Savings
(BNRG)'s analysis demonstrates that off-peak energy costs 50% less than daily averages in European markets, with negative electricity prices occurring with increasing frequency as renewable penetration grows. The bGen system charges exclusively during low-price periods, eliminating peak electricity costs while reducing energy volatility. The company's Heat-as-a-Service model for European industrial clients projects 18% Project IRR and ~40% Leveraged Equity IRR through multiple revenue streams. Near-Term Potential Catalysts Accelerating Value Recognition
Multiple potential catalysts are converging in the coming quarters: Q4 2025: Tempo Beverages project construction completion expected. The 30 MWh system serving Heineken and Pepsi bottling operations will demonstrate industrial-scale deployment. Starting 2026: Revenue generation from bGen systems at both Tempo and Wolfson Medical Center projects begins under executed agreements. Ongoing: European Union Innovation Fund–supported projects involving Brenmiller's technology continue advancing through development. Capital Secured: $25M equity financing agreement with Alpha Capital Anstalt (July 2025) provides growth capital to execute on commercial pipeline. 7 Reasons Why (BNRG) Is Topping Our Watchlist This Morning —Monday, December 22, 2025 1. First-Mover Scale: (BNRG) operates the world's first thermal energy storage gigafactory that is already built, running, and supplying systems at commercial scale. 2. Small Float: With fewer than roughly 3.1M shares available to the public, (BNRG)'s small float could see the potential for big moves if demand begins to shift. 3 .Proven Revenue: Unlike many peers still confined to demonstrations, (BNRG) has moved beyond pilots and is already generating commercial revenue from deployed systems. 4. Validated Technology: Independent recognition from TIME, BloombergNEF, the European Investment Bank, and the European Commission has publicly confirmed the technical credibility of (BNRG). 5. Global Pipeline: A commercial backlog exceeding $500M across Europe, the U.S., and other regions highlights expanding demand for solutions built around (BNRG). 6. Strategic Positioning: Partnerships spanning EU-backed hydrogen projects, nuclear SMR integration, and Japanese market entry place (BNRG) at key intersections of industrial electrification. 7. Manufacturing Edge: Purpose-built production capacity measured in gigawatt-hours provides (BNRG) with execution capability while many competitors remain pre-manufacturing. Consider Starting Your Own Research On (BNRG) While It's Still Early… [Company Website] | [Corporate Presentation] 
What makes (BNRG) stand out is not a single headline, but the convergence of execution, scale, and timing. The company is already operating the world's first thermal energy storage gigafactory, delivering systems at commercial scale while much of the field remains in earlier stages. With a small public float, active revenue generation, and independent validation from institutions such as TIME, BloombergNEF, and the European I-Bank, (BNRG) occupies a rare position of credibility and visibility. Add in a growing global pipeline, strategic alignment with hydrogen, nuclear, and international markets, and a manufacturing footprint measured in gigawatt-hours, and the picture becomes difficult to ignore. We have all eyes on (BNRG) this morning. Pull up (BNRG) while it's still early. Also, keep a lookout for my next update, it could be hitting within the next hour. Sincerely, Gary Silver
Managing Editor, Market Crux | 
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