Jun. 20 at 5:21 AM
$BESS I looked extensively at this company. Here's what Bimergen are failing to tell you. That arbitrage spread they speak off, is nothing but illusory. By the time, Bimergen projects get up and operational in scale, the derth of competitors that are coming into the market place, will eat away at any truly viable profit margin. Trying to arbitrage energy costiture is not a sustainable business model, and anyone that tells you otherwise is trying to deceive you. In the Texas market alone, that most of Bimmergen's projects are in, BESS deployments have almost doubled from 7.8 GW, to 14 GW in 2026. ERCOT, the company partnered, have a project backlog of 165 GWs for deployment!!!!
Energy Vault, RWE, Bluegill BESS, Balanced Rock Power, Primergy Solar, Vistra, are all seeing major projects come online this year for GWs and GWs. There is almost 6-8 GWs of BESS coming onto the Texas scene in 2026 alone. Whatever story Bimergen are selling, well, let's just say those roses smell like a dumpster.
