Brenmiller Energy Solves the Grid's Biggest Problem: Energy Storage (NASDAQ: BNRG)

There's a reflexive narrative that keeps echoing through the media, especially when the grid is under stress. Solar doesn't work at night. Wind can't be counted on. Nuclear takes too long to build. These statements are repeated so often that they start to sound like universal truths. But they're distractions. Because the real issue isn't about whether we have the right sources of energy. We do. The challenge is far simpler and far more solvable: how do we store that energy and use it when we need it?

This is where companies like Brenmiller Energy (NASDAQ: BNRG [https://bnrg.info/]) are flipping the script. While critics continue to fixate on the "what ifs" of renewables, Brenmiller is answering the only question that really matters: how do we make clean power available on demand, with no compromise to performance, cost, or resilience? Their solution, thermal energy storage that converts excess electricity into heat stored in crushed rock, isn't hypothetical. It's operating, scalable, and already delivering industrial-grade results.

It also interrupts a conversation around energy that is long overdue for a reset. We keep wringing our hands over whether solar panels work when it's cloudy or whether wind speeds can be trusted. Meanwhile, solar and wind now account for the vast majority of newly installed electricity capacity around the world. In the U.S., they represented over 90 percent of new generation in 2024. Entire countries are routinely running on 50 percent or more renewables. California has seen multiple days where solar and wind combined exceeded total grid demand. And while nuclear energy still stirs debate, there's a growing global consensus that small modular reactors (SMRs) have a role to play as firm, zero-carbon power.

We Have Enough Energy...Now It Must Be Stored

In other words, generation isn't the problem anymore. What we're lacking is a way to hold onto that energy once it's produced, to harness sunlight and store wind energy. Without that, we're stuck with a grid that's feast or famine, over-supplied one hour and stretched thin the next. That's not a flaw in renewables. That's a flaw in the way we've built our infrastructure. And Brenmiller is among the few companies solving that problem directly, with a commercially available, non-chemical alternative to conventional batteries.

Unlike lithium-ion storage, which is optimized for short bursts of power, Brenmiller's bGen thermal storage platform is designed for long-duration, cost-efficient energy release. It captures surplus energy, whether from solar, wind, or even waste heat, and stores it thermally until it's needed later, delivering heat or power with zero degradation. That kind of flexibility is critical, not just for grid stability but for industrial decarbonization, where companies require multi-hour heat without the environmental tradeoffs of fossil fuels or chemical batteries.

Yet despite this clear bottleneck, far too much attention remains fixed on which administration is adding or removing subsidies. As though the solution to grid resilience is buried in tax credit footnotes. It's not. The real issue is infrastructure, not incentives. There is plenty of energy being generated. The problem is that we're not storing it. In that context, policymakers may be right to cut back on blanket subsidies for generation and redirect attention to the weak link in the chain. Energy production isn't failing. Availability is. And that's a storage issue.

Thermal Storage Turns Energy Abundance Into Energy Resilience

This isn't just a better mousetrap. It's a necessary evolution of the grid itself. As more renewables come online, curtailment rates are rising. Perfectly usable energy is being dumped because the grid can't take it. Meanwhile, when the sun goes down and demand spikes, utilities are forced to fire up gas plants just to cover the gap. That's not a generation issue. It's a timing issue. And it's exactly what thermal storage resolves.

The future of energy isn't about picking sides between solar, wind, nuclear, or any other source. It's about making the most of the resources we already have by building the infrastructure to store and distribute them efficiently. Brenmiller Energy's technology makes that possible without the high costs, rare earth dependencies, or lifespan limitations of traditional battery systems. It's modular, sustainable, and already being deployed in Europe and the Middle East, where energy security isn't an abstract idea; it's an urgent priority.

Every conversation about the energy transition that doesn't include storage is an incomplete conversation. And every conversation about storage that ignores thermal solutions is missing one of the most practical, proven tools we have. We've spent decades focused on how to generate clean energy. Now it's time to focus on how to keep it, economically, reliably, and at the scale a modern grid demands.

That's the value of storage. That's the opportunity in front of us. And that's exactly where Brenmiller Energy is leading.

Disclaimers and Disclosures: This content was produced by Hawk Point Media Group, LLC ("HPM") and has not been reviewed or approved by Brenmiller Energy Ltd. The views expressed herein are those of HPM and do not necessarily reflect the official views or positions of Brenmiller Energy Ltd., its management, or its affiliates. This material is intended for informational and commercial advertising purposes only and should not be construed as investment advice or a recommendation to buy or sell any security.

HPM is not a licensed broker, dealer, or registered investment adviser. This content does not constitute an offer or solicitation to purchase or sell any securities, nor should it be interpreted as personalized investment, legal, or tax advice. Investing in any publicly traded company involves risk, and investors can and often do lose all or part of their investment. Always conduct your own due diligence and consult with a qualified financial professional before making any investment decision. This is a part of a paid media campaign. HPM has been compensated with ten thousand restricted shares of common stock, valued at twenty-five thousand U.S. dollars at the time of disbursement, from Brenmiller Energy Ltd. as full payment for digital media and consulting services to be provided between August 15, 2025, and December 31, 2025. These shares were issued as payment in full, are not performance-based, and may not be sold before December 31, 2025. HPM does not currently own, buy, sell, or trade additional securities of Brenmiller Energy Ltd.

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