Brenmiller Energy and Rock Energy Storage to Present on Integrating SMRs with Thermal Energy Storage at IDEA Campus 2026
Rhea-AI Summary
Brenmiller Energy (NASDAQ:BNRG) and Rock Energy Storage, together with Idaho National Laboratory, will present on integrating small modular reactors (SMRs) with thermal energy storage (TES) at IDEA Campus 2026 on February 18, 2026.
The session covers how TES paired with SMRs can boost operational flexibility, resilience, and decarbonization for campus and district energy systems using Brenmiller's bGen TES technology.
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Market Reality Check
Peers on Argus
BNRG was down 6.58% while momentum peers were mixed: HTOO down about 2.57% and SUUN up about 1.90%. Broader peers also showed a split, with names like VGAS up 11.59% and NXXT down 9.17%, pointing to stock-specific rather than sector-wide pressure.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 17 | Project milestone | Positive | -6.6% | Construction milestone for Wolfson Medical Center TES clean heat project. |
| Feb 11 | Product launch | Positive | -25.1% | Early launch of bGen ONE modular TES system for industrial users. |
| Feb 04 | Project update | Positive | -16.7% | Operational update completing electrical works at Tempo Beverages TES project. |
| Jan 22 | Strategic launch | Positive | +6.3% | Launch of BNRG360 integrated clean heat and power platform for industry. |
| Jan 21 | Reverse split | Negative | -3.2% | Announcement of 7-for-1 reverse share split reducing outstanding shares. |
Recent operational and product news has often been followed by negative price reactions, indicating a pattern of selling into positive company updates.
Over the past month, Brenmiller has announced several TES-focused milestones, including the BNRG360 integrated energy platform on Jan 22 and a Wolfson Medical Center clean-heat project milestone on Feb 17. It also launched the modular bGen ONE™ system and advanced its Tempo Beverages project toward commissioning. Despite these seemingly constructive developments, most were followed by share price declines, apart from the BNRG360 launch, underscoring a recent tendency for the stock to weaken around positive news.
Regulatory & Risk Context
An effective Form F-3/A shelf dated Nov 05, 2025 registers up to 6,643,356 ordinary shares for resale by a selling shareholder tied to preferred conversions and warrant exercises. The company does not sell securities directly under this prospectus, but full use could increase the tradable share count and allow additional selling pressure from that holder over time.
Market Pulse Summary
This announcement highlights Brenmiller’s effort to align its bGen™ thermal energy storage with small modular reactors through a joint presentation with Rock Energy Storage and Idaho National Laboratory. It reinforces TES as a potential enabler of flexible, low‑carbon campus and district energy systems. In parallel, investors may track ongoing project execution milestones and previously disclosed resale registrations under the Form F-3/A as key context for how strategic traction intersects with capital structure dynamics.
Key Terms
thermal energy storage technical
small modular reactors technical
decarbonization technical
AI-generated analysis. Not financial advice.
TEL AVIV, IL AND AURORA, CO / ACCESS Newswire / February 18, 2026 / Brenmiller Energy Ltd. (NASDAQ:BNRG) ("Brenmiller", "Brenmiller Energy" or the "Company"), a leading provider of thermal energy storage ("TES") solutions for industrial and utility applications, today announced that Rock Energy Storage ("Rock"), Brenmiller's exclusive distributor in the Northeastern United States, together with Idaho National Laboratory ("INL"), the U.S. Department of Energy's lead laboratory for advanced nuclear energy research and small modular reactors ("SMR") development, will present on the integration of SMRs with TES at the IDEA Campus 2026 conference.
The presentation will address how pairing SMRs with TES can enhance operational flexibility, strengthen economic performance, and accelerate campus and district energy decarbonization strategies.
Enabling Flexible and Resilient Nuclear Based Decarbonization
SMRs are designed to provide steady, carbon-free baseload energy. However, campus and district energy systems operate with variable thermal demand profiles. Integrating TES enables the storage of excess thermal output during low demand periods and dispatch of heat when required, improving overall system efficiency and reducing reliance on fossil fuel backup.
In addition to flexibility and economic benefits, TES can contribute to system level resilience as. TES can function as a thermal buffer or "hot sink," absorbing excess heat during transient conditions or demand fluctuations. By providing an additional pathway for controlled heat absorption and release, TES can support stable reactor operation and enhance overall system resilience.
Brenmiller's bGen™ TES system, based on its proven bCube architecture, stores high temperature heat in crushed rock and delivers saturated or superheated steam or hot air on demand. When integrated with SMRs, TES can enable:
Flexible thermal dispatch aligned with dynamic campus loads
Improved reactor utilization by reducing curtailment
Reduced thermal stress during load transitions
Lower peak demand exposure and reduced dependence on fossil based peaking assets
Scalable deployment aligned with phased infrastructure expansion
TES acts as a buffer between continuous nuclear heat generation and fluctuating end use demand, allowing SMR based systems to operate steadily while delivering demand driven thermal output.
"We believe that integrating TES with SMRs a practical way to unlock their full value for campuses and district energy systems," said Avi Brenmiller, Chairman and Chief Executive Officer of Brenmiller. "SMRs provide stable, carbon free heat. TES adds the flexibility and system level buffering that real world energy users require. Together, they can deliver reliable and cost competitive decarbonization without oversizing generation assets."
Advancing Campus Energy Resilience
The collaboration between Rock and INL reflects a broader industry effort to align advanced nuclear technologies with proven thermal storage solutions to support resilient, low carbon campus infrastructure.
"Campuses and district energy operators are focused on long term reliability, cost stability, and reduced dependence on fossil fuels," said Cory Glick, President and Chief Executive Officer of Rock Energy Storage. "Integrating SMRs with thermal energy storage will allow us to align steady nuclear generation with real world thermal demand while strengthening operational independence and economic performance."
Brenmiller's TES platform has been deployed and validated in grid connected, power generation, and industrial settings. The Company continues to advance collaborations that position TES as a core enabler of next generation clean heat infrastructure.
About Brenmiller Energy
Brenmiller Energy (NASDAQ:BNRG) provides TES solutions that enable industrial and utility customers to decarbonize heat, improve energy flexibility, and integrate renewable electricity. The Company's bGen™ systems convert electricity into dispatchable industrial heat, supporting electrification and emissions reduction across a range of applications.
About Rock Energy Storage
Rock Energy Storage is a U.S.-based energy infrastructure company focused on sales, service, and support for thermal energy storage systems that help domestic clients decarbonize their thermal systems and reduce carbon emissions in a cost-effective manner. The company promotes the adoption of long duration thermal energy storage (LDES) across U.S. regions with strong decarbonization priorities, works with government agencies and trade groups to support market growth, and educates the engineering community on the value of advanced thermal storage technologies. Rock Energy Storage is the North American distributor for Brenmiller Energy's long duration thermal storage solutions.
Forward-Looking Statements
This press release contains "forward-looking statements" within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. Statements that are not statements of historical fact may be deemed to be forward-looking statements. For example, the Company is using forward-looking statements when discussing: potential improvements in operational flexibility, economic performance, and system safety; the anticipated benefits of integrating TES with SMRs; potential cost reductions and deployment efficiencies; the scalability and adaptability of the Company's TES systems; and the Company's ability to position TES as an enabler of next-generation clean heat infrastructure. Without limiting the generality of the foregoing, words such as "plan," "project," "potential," "seek," "may," "will," "expect," "believe," "anticipate," "intend," "could," "estimate" or "continue" are intended to identify forward-looking statements. Readers are cautioned that certain important factors may affect the Company's actual results and could cause such results to differ materially from any forward-looking statements that may be made in this press release. Factors that may affect the Company's results include, but are not limited to: the Company's planned level of revenues and capital expenditures; risks associated with the adequacy of existing cash resources; the demand for and market acceptance of our products; impact of competitive products and prices; product development, commercialization or technological difficulties; the success or failure of negotiations; trade, legal, social and economic risks; and political, economic and military instability in the Middle East, specifically in Israel. The forward-looking statements contained or implied in this press release are subject to other risks and uncertainties, many of which are beyond the control of the Company, including those set forth in the Risk Factors section of the Company's Annual Report on Form 20-F for the year ended December 31, 2024 filed with the U.S. Securities and Exchange Commission ("SEC") on March 4, 2025, which is available on the SEC's website, www.sec.gov. The Company undertakes no obligation to update these statements for revisions or changes after the date of this release, except as required by law.
Contact: investors@bren-energy.com
SOURCE: Brenmiller Energy
View the original press release on ACCESS Newswire
FAQ
What will Brenmiller (BNRG) present about SMR and TES integration at IDEA Campus 2026?
How does Brenmiller describe its bGen TES role in SMR integration for campuses?
Why do Rock and INL say SMRs need thermal energy storage for campus use?
What operational benefits does Brenmiller claim from integrating SMRs with its TES for district energy?
How does Brenmiller position the SMR+TES solution for decarbonization of campus energy systems?
