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Brenmiller Energy and Rock Energy Storage to Present on Integrating SMRs with Thermal Energy Storage at IDEA Campus 2026

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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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Positive

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Negative

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News Market Reaction – BNRG

-8.45%
7 alerts
-8.45% Session close to close
+3.3% Peak Tracked
-16.2% Trough Tracked
$1.06M Market Cap
0.1x Rel. Volume

In the Feb 18 session, BNRG declined 8.45%, reflecting a notable negative market reaction. Argus tracked a peak move of +3.3% during that session. Argus tracked a trough of -16.2% from its starting point during tracking. Our momentum scanner triggered 7 alerts that day, indicating moderate trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved -8.4% in the session following this news. A negative reaction despite constructive t...
Analysis

The stock moved -8.4% in the session following this news. A negative reaction despite constructive technical positioning would fit a recent pattern in which TES-related milestones were followed by share price weakness. Investors may have remained cautious given prior financings with preferred shares and warrants registered for resale, as detailed in the Form F-3/A and subsequent 424B3. This could keep focus on potential dilution and resale over strategic collaborations such as integrating SMRs with Brenmiller’s TES platform.

Historical Context

5 past events · Latest: Feb 17 (Positive)
Pattern 5 events
Date Event Sentiment 24h 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.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent operational and product news has often been followed by negative price reactions, indicating a pattern of selling into positive company updates.

Recent Company History

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.

Key Terms

thermal energy storage, small modular reactors, baseload energy, decarbonization
4 terms
thermal energy storage technical
"a leading provider of thermal energy storage ("TES") solutions for industrial"
Thermal energy storage is a technology that captures heat or cold so it can be used later, like a rechargeable battery that holds temperature instead of electricity. It matters to investors because it can lower energy costs, improve reliability for buildings and power plants, enable more use of renewable power, and create new revenue streams or cost savings for projects and companies involved in energy infrastructure.
small modular reactors technical
"advanced nuclear energy research and small modular reactors ("SMR") development"
Small modular reactors are compact nuclear power plants built from factory-made modules that are assembled onsite, like snapping together building blocks to add or replace capacity. They matter to investors because they aim to lower upfront costs and shorten construction time versus traditional reactors—potentially providing steady long-term power sales and service revenue—while still carrying regulatory, construction and waste-management risks that can affect returns.
baseload energy technical
"SMRs are designed to provide steady, carbon-free baseload energy."
Baseload energy is the steady, always-on portion of electricity supply that meets the minimum level of demand on the grid at all times — like the lights and refrigerator that must keep running day and night. Investors care because assets that provide baseload power tend to have more predictable, continuous revenue and lower risk of sudden shutdowns, which affects valuations, long-term contracts, and exposure to changes in energy policy or fuel costs.
decarbonization technical
"accelerate campus and district energy decarbonization strategies."
Decarbonization is the process of cutting a company’s greenhouse gas emissions across its operations, supply chain and products by switching to cleaner energy, improving efficiency and changing materials or processes. For investors it matters because lower emissions can reduce regulatory and energy costs, limit legal and reputational risks, and signal long-term competitiveness—like a business replacing a gas-guzzling fleet with fuel-efficient or electric vehicles to save money and stay compliant.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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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?

They will present on pairing SMRs with thermal energy storage to increase flexibility and decarbonization. According to the company, the talk explains how TES stores excess heat and dispatches it to match variable campus thermal demand, improving reactor utilization and reducing fossil peaker reliance.

How does Brenmiller describe its bGen TES role in SMR integration for campuses?

bGen TES stores high-temperature heat in crushed rock and delivers steam or hot air on demand. According to the company, bGen acts as a thermal buffer, enabling steady SMR operation while matching fluctuating campus loads and reducing curtailment and peak demand exposure.

Why do Rock and INL say SMRs need thermal energy storage for campus use?

They say TES compensates for variable thermal demand that SMR baseload cannot match alone. According to the company, TES absorbs excess heat during low demand and dispatches it when needed, enhancing system resilience and aligning nuclear output with real-world campus consumption patterns.

What operational benefits does Brenmiller claim from integrating SMRs with its TES for district energy?

Benefits include flexible thermal dispatch, improved reactor utilization, and lower reliance on fossil peakers. According to the company, these effects can reduce thermal stress during transitions and support phased infrastructure expansion for campuses and districts.

How does Brenmiller position the SMR+TES solution for decarbonization of campus energy systems?

They position SMR+TES as a route to reliable, cost-competitive decarbonization without oversizing generation assets. According to the company, pairing steady nuclear heat with TES flexibility supports long-term reliability, cost stability, and reduced fossil fuel dependence for campuses.