Beetaloo Energy Australia Limited (ASX: BTL): Is This the Most Overlooked Name in Australia’s Energy Reset?
While the spotlight often lands on solar and battery tech, Beetaloo Energy Australia Limited is proving that gas still has a critical role to play in the renewable transition — especially when it comes with less than 1 percent carbon dioxide.
Beetaloo Energy’s flagship Carpentaria Project is at the heart of the Beetaloo Sub-basin. With its longest horizontal well (Carpentaria-5H) now undergoing stimulation, the company is preparing to deliver clean gas at commercial scale. A binding 10-year gas sales agreement is already in place with the Northern Territory Government.
- Independently certified 2C Contingent Resource of 1.65 TCF
- 2U Prospective Resource of 46.6 TCF
- $40.8 million in cash and $14.6 million in undrawn credit
- 42 TJ/d capacity gas plant already acquired
Carpentaria-5H is targeting over 60 fracture stimulation stages, with results expected in Q3 2025. The pilot gas plant is ready, infrastructure is in place and all environmental approvals have been secured.
Beetaloo’s strategy is not just about supply. It is about reliability. Its high-calorific, low-emission gas could become the essential firming partner as more renewables come online.
For investors looking beyond headline renewables, Beetaloo Energy Australia Limited may be one of the most fundamentally prepared companies to support Australia’s energy future — quietly, efficiently and right on time.
Delorean Corporation (ASX: DEL): The Renewable Energy Stock Quietly Gaining Momentum in 2025
When investors talk about renewables, most think wind turbines and solar panels. But Delorean Corporation is carving out a different path by turning waste into clean energy.
Delorean is Australia’s only vertically integrated, build-own-operate bioenergy company listed on the ASX. It specialises in converting organic waste into multiple revenue-generating outputs including renewable electricity, biomethane, liquid carbon dioxide and high-grade fertiliser. Each output is supported by long-term contracts, government grants, and carbon credits.
The company’s SA1 project in Adelaide is now fully funded and under construction. It is designed to process 70,000 tonnes of organic waste annually.
- $7 million debt secured to complete project financing
- $6.1 million in grant funding awarded by ARENA
- Six revenue streams from a single facility including ACCUs and RGGOs
- First-of-its-kind grid connection agreement signed with AGIG
In a significant milestone, Delorean signed a 10-year offtake deal with Supagas for food-grade liquid carbon dioxide. The deal is expected to deliver between $15 million and $25 million in net profit over the contract term.
Delorean’s business model includes gate fees from waste providers, energy sales, and the generation of renewable gas certificates. The grid connection with Australian Gas Infrastructure Group marks the first time biomethane will be exported into South Australia's gas network.
While many energy companies are talking about future goals, Delorean is already executing.
It is not just a renewable stock to watch. It is a renewable company that is already delivering.
(Source: Company Announcements)
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