Good news, your weekend reading is now sorted!
A brief note that AEMO’s Quarterly Energy Dynamics for Q2 2025 is published.
Another detailed edition, this release provides valuable insights that industry has become accustomed to learning from. Contents include weather, NEM dynamics, gas markets, the WEM and reform progress.
Here’s the cover and a glimpse into the contents:
“This distributed PV output offset underlying demand growth across the daytime hours and led to an
overall reduction in operational demand (Figure 6). NEM-wide operational6 demand averaged 21,760 MW, a
reduction of 151 MW (-0.7%) from Q2 2024.”
Looks like the trend continues.
It begs the question why would major grid generation projects of any type, green or otherwise, be attractive for investors when the opportunity for sales keeps reducing?
Perhaps it is simply the replacement of the fossil fired plant creating this need?
Perhaps the government also backstops dispatch targets?