(Last week) on Thursday 22nd August 2024 we* released our detailed review of 2024 Q2, and on Friday we delivered an Executive Briefing to one of our clients:
* noting again that this was a collaborative effort between some of us at Global-Roam Pty Ltd (the producers of WattClarity) and the analytical team at Greenview Strategic Consulting.
This edition was 314 pages long … following a similar structure as before:
1) with various pieces of analysis aggregated into 6 Appendices
2) capped by a Main Report including both:
(a) 6 Key Observations drawn from the Appendices; and
(b) a Chronological summary of events through each of the the ~90 days in the quarter.
With this edition, we made some strides to catch up on our timing for the release of the report … with the detailed review of 2024 Q1 released quite belatedly.
Time permitting this week, we might share with our readers here three separate excerpt (note – not the headline Key Observations noted above) about the evolution of the NEM … each perhaps particularly relevant with the release of the 2024 ESOO coming later in the week:
| Excerpt Shared | Excerpt from 2024 Q2 (and Q1) shared with WattClarity readers |
|---|---|
|
#1. |
As the first excerpt, later in the day on Monday 26th August 2024 we wrote ‘Coal-fired unit performance has improved markedly from the ‘dog year’ that was 2022’ |
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#2. |
As the second excerpt, on Tuesday 27th August 2024 we wrote ‘(Update of) long-term trends of (the high points of) Aggregate Scheduled Target’. |
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#3. |
As the third excerpt, on Wednesday 28th August 2024 we wrote ‘Are we *still* not building enough replacement Firming Capacity?’.. |
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