Brenmiller Energy Expands Offering to Supply Clean Heat and Power to Industrial Customers by the Launch of 'BNRG360' Integrated Energy Platform for Customers, Marking a Strategic Evolution to an Integrated Energy Company
Rhea-AI Summary
Brenmiller Energy (NASDAQ:BNRG) launched BNRG360 on January 22, 2026, an integrated energy platform offering industrial customers bundled clean heat and power under long-term contracts. The platform combines the company's bGen™ thermal energy storage with solar PV and battery storage to provide Heat-as-a-Service and Power Purchase Agreement structures without upfront customer capex.
BNRG360 aims to improve project bankability, lower cost of capital, accelerate revenue recognition and diversify recurring revenue streams. In Europe, the company plans to leverage cooperations with VIRIDI RE and Green Enesys to share grid connections, land rights and permitting to shorten development timelines.
Positive
- BNRG360 launched on January 22, 2026
- Offers Heat-as-a-Service and PPA options without upfront customer capex
- Integrates bGen thermal storage with solar and battery assets
- European cooperations with VIRIDI RE and Green Enesys
Negative
- Company assumes long-term contractual obligations through service agreements
- Shift from equipment supplier to developer/operator increases project execution exposure
- Strategy may require additional project-level capital or financing support
News Market Reaction – BNRG
On the day this news was published, BNRG gained 6.30%, reflecting a notable positive market reaction. Argus tracked a peak move of +24.3% during that session. Our momentum scanner triggered 7 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $142K to the company's valuation, bringing the market cap to $2M at that time.
Data tracked by StockTitan Argus on the day of publication.
Market Reality Check
Peers on Argus
BNRG was down 3.24% pre-news while peers were mixed: HTOO up 4.2%, VGAS up 2.41%, and SUUN, WAVE, NXXT modestly negative, pointing to stock-specific dynamics rather than a clear sector trend.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 21 | Reverse share split | Negative | -3.2% | Announced 7-for-1 reverse split reducing outstanding ordinary shares. |
| Jan 09 | Leadership award news | Positive | -2.4% | CEO recognized for TES leadership and climate innovation achievements. |
| Dec 22 | Strategic update letter | Positive | +14.6% | Year-end letter highlighting 103 MWh deployed and 2026 revenue pipeline. |
| Nov 18 | Conference participation | Positive | +2.5% | Planned Enlit Europe sessions on storage and AI for clean energy. |
| Nov 03 | Technology award | Positive | -2.0% | bGen ZERO TES project at SUNY Purchase won POWER 2025 award. |
Recent news has produced mixed but somewhat more often aligned price reactions, with both positive and negative catalysts sometimes met with counterintuitive moves.
Over the last few months, Brenmiller reported several corporate and strategic milestones. A 7-for-1 reverse split announcement on Jan 21, 2026 coincided with a -3.24% move. Earlier, a year-end letter on Dec 22, 2025 outlining 103 MWh deployed projects and projected $1.7 million 2026 revenue triggered a 14.63% gain. Awards for bGen ZERO and conference visibility in late 2025 had smaller moves with both aligned and divergent reactions. Today’s integrated-platform launch fits the ongoing strategic pivot toward broader energy solutions.
Regulatory & Risk Context
An effective Form F-3/A shelf dated 2025-11-05 registers up to 6,643,356 ordinary shares for resale by a selling shareholder. The company is not selling securities under this prospectus but may receive cash upon conversions or warrant exercises. One related 424B3 usage was filed on 2025-11-25.
Market Pulse Summary
The stock moved +6.3% in the session following this news. A strong positive reaction aligns with the company’s shift from pure technology supply toward integrated energy services via BNRG360. Historical news occasionally produced sharp upside, such as the 14.63% move after the Dec 22, 2025 strategic letter. Investors might weigh the durability of contracted revenue models against existing dilution capacity from the effective resale shelf and the stock’s position well below the $2.34 200-day moving average.
Key Terms
heat-as-a-service financial
power purchase agreement financial
battery energy storage systems technical
thermal energy storage technical
AI-generated analysis. Not financial advice.
Offering industrial customers bundled heat and power under long-term contracts
Supporting customer decarbonization while addressing project and financing risk
Intended to enhance project bankability, which is aimed at lowering the cost of capital, and accelerating revenue recognition
Leveraging collaborations to accelerate solar and battery project origination
TEL AVIV, IL / ACCESS Newswire / January 22, 2026 / Brenmiller Energy (NASDAQ:BNRG), a provider of thermal energy storage ("TES") solutions for industrial and utility markets, today announced BNRG360, a new integrated strategy under which the Company will offer industrial customers comprehensive clean energy solutions covering both heat and electricity.
BNRG360 represents a strategic evolution of the Company's business model, expanding beyond technology supply to the delivery of integrated energy services. Leveraging on its experience in renewable projects, Brenmiller will combine its bGen™ TES systems with solar PV and battery energy storage, enabling customers to procure decarbonized heat and power under long-term contractual arrangements.
Through BNRG360, industrial clients will be able to access Heat-as-a-Service and Power Purchase Agreement structures, without upfront capital expenditure, reducing project risk.
"The launch of BNRG360 reflects a clear evolution in how we create value," said Avi Brenmiller, Chief Executive Officer of Brenmiller Energy "Industrial customers are increasingly looking for a single, accountable party to manage their energy requirements. By integrating power generation, storage and thermal assets, we enable customers to outsource the complexity of their energy systems to an expert provider, while securing reliable, cost-effective heat and electricity and allowing them to focus on their core business."
Under the BNRG360 platform, projects may include solar generation connected to industrial facilities, battery energy storage systems, and bGen™ thermal batteries structured to convert renewable electricity into dispatchable industrial heat. Customers may contract for electricity, heat, or Integrated Energy Service through long-term agreements.
The integrated platform is intended to support deeper customer decarbonization while reducing exposure to single-technology project risk. By combining the Company's proprietary TES with mature, widely financed assets and long-term contracts, BNRG360 is designed to enhance project bankability, lower the cost of capital, and accelerate and diversify revenue streams.
In Europe, the Company plans to build on existing cooperations with VIRIDI RE and Green Enesys and others, leveraging shared project assets such as grid connections, land rights and permitting to improve project economics and shorten development timelines.
"BNRG360 positions us as a long-term energy collaborator rather than a one-time equipment supplier," added Doron Brenmiller, Chief Business Officer of Brenmiller Energy. "We believe this strategy will generate durable shareholder value through contracted, recurring revenues, while enabling our customers to decarbonize at a lower total cost of energy."
About Brenmiller Energy Ltd.
Brenmiller Energy helps energy-intensive industries and power producers end their reliance on fossil fuel boilers. Brenmiller's patented bGen™ ZERO thermal battery is a modular and scalable energy storage system that turns renewable electricity into zero-emission heat. It charges using low-cost renewable electricity and discharges a continuous supply of heat on demand and according to its customers' needs. The most experienced thermal battery developer on the market, Brenmiller operates the world's only gigafactory for thermal battery production and is trusted by leading multinational energy companies. For more information visit the Company's website at https://bren-energy.com/ and follow the company on X and LinkedIn.
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 BNRG360 future benefits to the Company's clients, including enabling industrial customers to meet both heat and electricity needs under a single integrated solution; that BNRG360 will enhance project bankability, which is aimed at lowering the cost of capital, and accelerating revenue recognition; the Company's plans to expand its business model from a technology provider to an integrated energy services company; the Company's anticipated ability to combine TES, solar PV, and battery storage to deliver decarbonized heat and power under long-term contracts; the Company's expectations that customers will access Heat-as-a-Service and Power Purchase Agreement structures without upfront capital expenditure; the Company's belief that BNRG360 will reduce project risk for customers and improve reliability and cost-effectiveness; the Company's future collaborations and pipeline of commercial opportunities; the Company's belief that BNRG360 will support deeper customer decarbonization and reduce exposure to single-technology risk; and the Company's expectations that the strategy will generate durable shareholder value through contracted, recurring revenues. 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 is BNRG360 that Brenmiller Energy (BNRG) launched on January 22, 2026?
How does Brenmiller's BNRG360 reduce upfront costs for industrial customers (BNRG)?
Will BNRG360 create recurring revenue for Brenmiller Energy (BNRG)?
How will Brenmiller (BNRG) improve project bankability with BNRG360?
What partnerships support Brenmiller Energy's (BNRG) BNRG360 rollout in Europe?
