Areas of deeper analysis

Watt scarcity?

Guest author Allan O’Neil examines some recent episodes of price volatility (particularly 30th July to 5th August 2024) and whether they were driven by a shortage of supply, or other factors.

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A bounce back: a review of Q2 2024 prices

We just witnessed another eventful Q2, with at least four drivers contributing to significant price volatility. This is our annual review of Q2 prices, where we compare these outcomes against the long-term trend.



Updated trend of ‘ENERGY’ bids in red, green and blue

Last Tuesday 23rd April 2024 I spoke with an audience organised by BofA Securities with respect to ‘Risk, Uncertainty and Volatility in the energy transition’. Here’s one illustration of why the spread of spot prices in the NEM has been increasing in recent years.













What’s happening around Wagga?

Guest author, Allan O’Neil, takes a detailed look at how VIC1-NSW1 transfer capability has been limited frequently due to constraints related to the 051 line in southern NSW, and what it means in terms of inter-regional settlements residue accumulations, market efficiency overall, and the energy transition.