01
Coal Exit
Volatility is the Product
Every coal unit that closes widens the price spread our batteries are built to capture.
Why Regional · Why Now
The grid is
tightening.
Demand is arriving faster than metro capacity can absorb. Regional connectivity is the moat.
02
Connection Moat
The Queue is the Barrier
Grid connections in the NEM take years to secure. Every approved INTREC Energy site is a position a competitor can't replicate. Our pipeline is the moat.
03
EV Demand
Electric Vehicle and Truck Surge
CSIRO expect regional demand for ultra fast charging plugs to exceed 5,000 by 2035. The current number in regional Australia is close to 0.
04
Compute Demand
AI Needs Regional Power
Our energy hubs turn grid constraint into our third revenue layer.
Forecast · 2026 → 2046
Australia's forecast electricity demand from data centres, electric vehicles and trucks
Data centres
31 TWh
Passenger EVs
27 TWh
Electric trucks & freight
21 TWh
Combined demand grows ~13× — from ~6 TWh (2026) to ~79 TWh (2046). Sources: AEMO 2026 ISP; Oxford Economics Australia data centre forecast.