Articles

Move over once, move over twice

Transforming the grid

Gas generation doesnt set prices all that often

analysis

nem

gas

Its a common perception that gas generation tends to be the price setter for electricity. From this it is easy jump to the idea that electricity prices will go up and down…

Coal Gen Sensitivity

analysis

nem

coal

Price matters more than volume, closure announcement is good strategy, govts should disclose

Liberals in thrall to the Nationals

analysis

politics

It is disappointing to have to write about politics, but recent events have signalled that the Federal Opposition is:

Generator Statistical Digest, Global-Roam

analysis

nem

GSD

batteries

Global-Roam and Greenview Strategic Consulting have released the 2023 edition of the Generator Statistical Digest. Each year the digest grows running close to 1200 pages for…

Sharpe Ratio capital cost with firming

analysis

NEM

portfolio

As we were reminded (several times) in AEMO’s 2024 Draft Integrated System Plan (ISP), “Renewable energy connected by transmission, firmed with storage and backed up by gas…

Paul Bandarian, David Leitch

AGL as an investment

analysis

nem

listed

I take a look at AGL’s medium term prospects. In the process I conclude that the CIS will lower electricity prices by shifting risk from the private sector to the Government…

Global renewables by country

analysis

global

Thanks to their hydro and nuclear plants China and the USA are still in the renewable energy lists. India does very poorly.

Looking Forward

analysis

nem

Price signals are unambiguously positive at least in NSW and QLD and even a renewable developer can work out prices in Victoria will rise post the Yallourn closure.

Alumina electrification would be a big win

analysis

QLD

aluminium

Most of the excellent research that has looked at Australia’s alumina sector has focussed on the potential reduction in carbon emissions. However as an electricity analyst…

QLD new renewables

analysis

qld

QLD is where the new renewable action is right now. It is doing far more than the rest of the NEM put together, or so it seems.

Pumped Hydro and batteries

analysis

qld

storage

In this note I purport to show that a 6 GW/8 hour battery is a superior choice to a 2 GW/24 hour pumped hydro station albeit its life is shorter and its cost is a bit…

Sharpe ratio and renewables - part 1

analysis

nem

Despite its pseudo academic nature and many limitations what I personally take from this analysis is

Transmission easements

analysis

nem

transmission

social_lic

This note started out as a narrow piece on landholder access value. However its grown to comment on the value of transmission, the relative value of individual projects and…

Australia Primary Energy

analysis

Australia

energy

Its hard to do justice in a reduced copied image of the work that the Dept Industry, Science, Energy and Resources put into producing a Sankey diagram of Australian energy…