Energy ministers greenlight ESEM consultation package, with maiden tender targeted for 2027
An update on the ESEM design process, following last Friday's energy ministers council meeting and the minutes of the industry-led working group.
Articles by Dan Lee
Dan is a Market Analyst, who joined Global-Roam in June 2013.
He departed (and returned) for a couple of brief stints overseas, before rejoining the team permanently in late 2019. Alongside his work at Global-Roam, he has undertaken short-term contract roles as an analyst and researcher in various areas of the energy sector. Dan graduated from the Master of Sustainable Energy program at the University of Queensland in 2024.
Second SIPS testing completed at Waratah Super Battery on Friday afternoon 11th September 2026
After Wednesday's first SIPS test, the Waratah Super Battery successfully completed its second this afternoon, as it inches closer to commercial operations.
Waratah BESS tests its full SIPS capacity on Wednesday morning 9th September 2026
A short post to note that the Waratah Super Battery tested its full SIPS capacity of 700MW for around two hours yesterday morning — the first time it was able to do this since last October's transformer failure.
Team Australia in Paris: Five observations from CIGRE 2026
A summary of key takeaways from an Australian perspective at the 2026 CIGRE Paris session — where the ongoing challenges of IBR interactions and the impact of data centres appear to be consistent themes across power systems globally.
How the CIS differs from state-based underwriting schemes, and what the industry has suggested about it so far
We look at five design differences between the Capacity Investment Scheme and the state auction schemes that came before and alongside it — and the improvements we've heard suggested by industry and the Nelson Review panel.
Revisiting the CIS-awarded project pipeline, ahead of the ESOO 2026
A year on from our 4-part series about the CIS, we take an updated look at the 89 projects awarded across the scheme's five NEM tenders — comparing what proponents have actually announced compared to the status AEMO assigns them for ESOO reliability modelling.
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.
Reflections on supply and demand from a week split between attending and presenting at two very different industry conferences
Last week our team attended the CEC's Wind Industry Forum, then I presented at the EUAA's National Conference the next day. Moving between them in under 48 hours sharply reminded me how differently the NEM's supply and demand sides frame the challenges ahead.
Almost two months without output at Hunter Power Station, and another tiny slip in the operational date
With neither unit at the Hunter (formerly Kurri Kurri) Power Station having produced any output since early March, we provide a quick update about the commissioning/testing phase of the station.
AEMO releases preliminary report into NSW market suspension on the 23rd March 2026
The AEMO has published its preliminary report into the suspension of the NSW spot market on 23 March 2026 — an event triggered by a SCADA-related issue that interrupted normal dispatch and pricing processes.
Is the battery rollout following in solar’s footsteps — and is a battery correlation penalty looming?
This piece draws some parallels between the previous solar boom-bust cycle and the current battery buildout, and asks whether a 'battery correlation penalty' may already be taking shape.
Intraday price spreads thinned out in most regions over summer 2025–26
This short article looks at intraday 2-hour price spreads across the NEM over this past summer, showing that volatility thinned out in most regions compared with recent summers, with a major SA price event on the 26th of January proving an outlier.
How much volume has been traded on the ASX’s new morning & evening peak futures so far?
A quick look at the total volume of trades for the ASX Energy's new Morning Peak and Evening Peak electricity futures eight months after launch.
Market Price Cap to increase to $23,200/MWh from 1st July 2026
The AEMC have confirmed that the MPC will rise to $23,200/MWh for the 2026–27 financial year — the second of three steps in the staged “rebuild” of the market cap's base rate.
How realistic are those wind capacity factor assumptions in the draft 2026 ISP?
In the draft 2026 ISP, the AEMO materially increased wind capacity factor assumptions for several renewable energy zones. In this article, we compare those assumptions against actual capacity and availability factors for wind units across the NEM in 2025.
The state-of-charge for 2025: The NEM’s battery fleet crosses the chasm
In this instalment of our annual review of the NEM’s expanding battery fleet, we draw on the GSD2025 to look at long-term trends in market revenue, high-price capture, the early returns of FPP, and network curtailment.
Early afternoon price spikes in NSW on Thursday 5th February 2026
An unusual burst of daylight volatility saw NSW prices spike to the market cap this afternoon, followed by a couple subsequent high-price intervals. Price forests for NSW this have been shifting throughout this afternoon.
Keeping up with the curtailment 2025: Beneath the headline numbers
This latest instalment of our annual review into solar and wind farm curtailment across the NEM, looks at outcomes in 2025 and highlights increasingly divergent results by region and by asset as network constraints, pricing dynamics and seasonal weather conditions interact.
AEMO releases the Q4 2025 Quarterly Energy Dynamics report
The AEMO have today released its Q4 2025 QED report, with related headlines in the media about the report focused on lower average wholesale prices and a milestone in which renewables and storage supplied more than half of the NEM’s energy for the first time.
Our Generator Statistical Digest 2025 has been released today, on Wednesday 28th January 2026
Today we’ve released the Generator Statistical Digest 2025 — the latest edition of our annual, unit-level reference report on generator performance across the NEM.