Areas of deeper analysis


The boundary effect

NEM demand tragic and occasional WattClarity guest author Allan O'Neil drills into an apparent discrepancy in AEMO's demand calculations following the 1 July 2026 transition of the Basslink interconnector from MNSP market participant to Regulated status.


A down year: a review of Q2 2026 spot prices

This is the 2026 edition of our annual review into Q2 spot prices, where we find that average prices fell sharply in all NEM regions compared to Q2 2025, but more importantly, duration curves are changing shape.



Still air, empty tanks and a hot joint

Guest author, Allan O'Neil, goes into some detail of exploring the various factors contributing to the price volatility in South Australia that bookended the night of Sunday 21th June into Monday 22nd June 2026.




Stress-testing the NEM

This article by Endgame Analytics explains why average or median forecasts are becoming increasingly inadequate, using multi-year weather and supply stress testing to expose the true distribution of outcomes, risks, and reliability challenges in a high-renewables power system.









Some remarks on Victorian demand

Allan O'Neil takes a closer look at Victorian electricity demand on Sunday, February 2nd — which stood out as an unprecedented anomaly when looking at the history of weekend demand in the region.