AirTrunk's 12 November page prints exclusivity on 260 MW of solar, 800+ MWh of batteries and up to 350 MW of wind - 260 plus 350 is 610, the page also says more than a gigawatt, and no power contract is signed
On 12 November 2026 AirTrunk said it signed an exclusivity agreement with European Energy Australia for two Hunter projects: a 260 MW solar project, an 800+ MWh battery and up to 350 MW of wind. A bullet on the page says more than 600 MW of new generation plus 800+ MWh of storage. Another sentence says the projects could add more than a gigawatt of generation and storage. 260 plus 350 is 610, our arithmetic. The page does not print the battery's megawatts or its hours. The companies are discussing a long-term power purchase agreement. No dollar price is printed. Solar and the battery are expected in 2030, wind in 2032. The page names a proposed Kurri Kurri data centre and does not put the battery on that meter.
A data centre buyer in New South Wales has an exclusivity line on solar and a battery that are not built. The page is not a signed power contract. The battery is not described as sitting on the data centre meter.
On 12 November 2026 AirTrunk said it and European Energy Australia signed an exclusivity agreement to progress two renewable projects in the Hunter region. The page prints a 260 MW solar project, an 800+ MWh battery project and a wind project of up to 350 MW, in the Hunter-Central Coast Renewable Energy Zone. A bullet says the projects could add more than 600 MW of new generation plus 800+ MWh of storage. A later sentence says together they could add more than a gigawatt of new renewables generation and storage. 260 plus 350 is 610, our arithmetic. 610 MW is more than 600 MW if the wind is at the 350 MW cap. 610 MW is not a gigawatt. 800 MWh is not 800 MW. The page does not print the battery's megawatts or its hours, so this note does not convert the megawatt-hours into megawatts.
The companies are progressing development and discussing a potential long-term power purchase agreement for AirTrunk's New South Wales load, including a proposed Kurri Kurri data centre campus. The page says the projects and any agreement remain subject to further development, approvals and final arrangements. It prints no dollar price, no contract years and no exclusivity term. Solar and the battery are expected to begin operating in 2030. Wind is expected in 2032. European Energy plans to connect them to Ausgrid's upgraded 132 kilovolt network in that zone, subject to final connection arrangements, approvals and further technical assessments. No construction start date is printed.
The Kurri Kurri line is a proposal for a data centre on the former smelter site at Loxford. The page says the Hunter projects would support AirTrunk's New South Wales requirements, including that campus. It does not print the campus load in megawatts. It does not say the battery is on the campus meter.
The same page says the partnership builds on the 31 MW Mulwala solar farm, which opened this week and is supplying the New South Wales grid. This page does not print a battery at Mulwala. A 7 November note on this desk records a 25 MW / 100 MWh battery at that farm as still ahead: Mulwala at full output, battery still ahead. That page is not this exclusivity line.
AirTrunk says it matched around 73% of its electricity use with renewable energy in FY26, and that it is committed to matching 100% by 2030. Those are portfolio lines. They are not a price for the Hunter projects.
Analogy: exclusivity is a hold on a project. It is not the keys, and it is not the power bill. The gigawatt sentence puts generation and storage in one pile. The bullet keeps megawatts and megawatt-hours apart.
Good: A 12 November company page with 260 MW, 800+ MWh and up to 350 MW kept as separate lines, 2030 and 2032 kept as the operating years, and the power contract left as a discussion.
Bad: No dollar price, no exclusivity term, no project names, no battery megawatts, no battery hours, no campus load, no construction start. 610 is our arithmetic. The gigawatt sentence is not that sum. The wind figure is a cap, so 610 is the top of the printed range.
Ugly: Reading 800 MWh as 800 MW and adding it to 610 to manufacture a gigawatt. Treating exclusivity as a signed power purchase agreement. Putting this battery on the Kurri Kurri meter. Pasting the Mulwala battery onto this page.
Soft next step: write 260 MW, 800+ MWh and up to 350 MW as the project lines, keep 610 as our arithmetic, and leave the price and the signed contract off this note.
Source: AirTrunk, 12 Nov 2026, Hunter exclusivity with European Energy Australia. Primary for the 12 November date, the exclusivity agreement on two Hunter projects, 260 MW of solar, an 800+ MWh battery, up to 350 MW of wind, the bullet of more than 600 MW of generation plus 800+ MWh of storage, the sentence on more than a gigawatt of generation and storage, the Hunter-Central Coast Renewable Energy Zone, a potential long-term power purchase agreement still under discussion, operation in 2030 for solar and the battery and 2032 for wind, connection to Ausgrid's upgraded 132 kilovolt network subject to final arrangements, the proposed Kurri Kurri campus on the former smelter site at Loxford, the 31 MW Mulwala solar farm opened this week with no battery printed on this page, around 73% of electricity use matched with renewable energy in FY26, and a 100% matching line for 2030. The page prints no dollar price, no exclusivity term, no battery megawatts and no battery hours. 260 plus 350 is 610, our arithmetic. The 7 November note on Mulwala is a different page.