In this follow-on to his earlier analysis, David Leitch argues that as large-scale batteries enter the NSW market, it’s lost volumes rather than lower prices that could slash coal generators’ spot profits by 30 to 40%.
David Leitch reflects on how coal generators have adapted to a changing NEM, drawing on time-of-day profiles, and data from our GSD, and explains why — despite that flexibility — the underlying economics are becoming increasingly fragile as batteries reshape the evening peak.
After reviewing the latest version of our Generator Statistical Digest (GSD), David Leitch shares his top insights about VRE curtailment across the NEM in 2024.
In Part 2 of their modelling and analysis project, David Leitch and Paul Bandarian discuss the modelled results of their sharpe ratio-maximised VRE system, including additional considerations regarding transmission.
David Leitch and Paul Bandarian present and discuss the model they've created which uses a maximum Sharpe ratio wind and solar portfolio for the 2025 calendar year, drawing upon data from the AEMO's 2024 ISP.
David Leitch provides his top insights from reading his (pre-published) copy of our GSD2023 - due to be released later this week.
David Leitch of ITK Services provides his top insights from the GSD2022, which he has used to look into generation mix, constraints and firming.
Guest author David Leitch examines the effects of recent rain and how it has disrupted coal production along the east coast.
Occasional guest author, David Leitch, grasped an opportunity for an early read of GenInsights21 - and shares some of his observations here with WattClarity readers.
David Leitch of ITK Services examines how electricity is losing its share of energy consumption in Australia, while also looking at the main drivers behind lower electricity demand this Summer compared to the previous year.
David Leitch highlights some themes that stuck out to him as he read through this year's edition of the Generator Statistical Digest - including a look at how batteries are dominating the FCAS market, some surprises with capacity factor, and other things
David Leitch and Ben Willacy of ITK Services provide analysis of the NSW Government's recently announced renewable energy plan.
David Leitch of ITK Services examines the seasonal effects of Variable Renewable Energy (VRE) and some underlying challenges in this energy transition [this article is based on presentation at 'Smart Energy Virtual' on Wed 9th Sept 2020]
Guest author, David Leitch, in his first article here on WattClarity, walks through some of what first jumps out to him in his initial review of the Generator Statistical Digest 2019.