A running view of the recent wind drought
A view of cumulative total wind production in Q2, highlighting a lack of spatial resource diversity, and the future challenges for gas and long-duration storage.
Articles by Dan Lee
Dan Lee first started at Global-Roam in June 2013. He has departed (and returned) for a couple of stints overseas in that time, but rejoined our team permanently in late 2019.
More recently, Dan's focus has been on growing his understanding of the market and developing his analytical capabilities. He is currently enrolled in the Master of Sustainable Energy program at the University of Queensland.
Callide C4 return to service pushed back 3 weeks, now slated for late July 2024
A glance at our generator outages widget shows a further three week delay to the expected RTS of Callide Unit C4.
A look at where the wind has and hasn’t been blowing over the last three nights
A look into the geographic spread and diversity of wind production over the past three evenings, where we’ve seen supply-demand tightness across the NEM.
Cold temperatures and low wind push NEM-wide IRPM down to 11.76% on Monday 17th June 2024
This evening we are experiencing a tight supply-demand balance NEM-wide, stemming from cold temperatures, and low wind conditions across the southern states.
Who’s who in the ESOO Part 2
Part 2 of this analysis into the latest update of the ESOO, its modelling, and the project development pipeline.
Who’s who in the ESOO
A compiled list of development projects delayed or leaving the market in between the ESOO2023 and its update released two weeks ago. Along with some analysis of longer term trends with the development pipeline.
Looking closer at curtailment across wind farms in NSW last Wednesday 8th May 2024
A deeper dive into the geographic spread of wind farm generation and curtailment last Wednesday evening including a look into wind conditions and network topology.
NSW price volatility continues into Wednesday afternoon 8th May 2024
Price volatility has continued in NSW this afternoon, starting at around 3:40pm local time.
Keeping Up with the Curtailment Part 2: The what and the where
Dan Lee takes a deeper dive into network and economic curtailment, and shares some charts and data maps that demonstrate seasonal effects, and the geographic spread of units affected.
Presentation for the Clean Energy Council about VRE performance and firming
This afternoon, Linton and Dan spoke to an audience organised by the Clean Energy Council about VRE and firming – with some snippets to be posted on WattClarity in coming days.
Need for speed: How long has each battery project in the NEM taken to deliver?
Elon Musk’s ‘100 days or it’s free’ offer was made almost exactly 7 years ago – how much longer or shorter have battery development delivery times changed since then?
Keeping Up with the Curtailment: 3.7TWh of semi-scheduled economic and network curtailment estimated in 2023
A chart of the the month-by-month semi-scheduled economic and network curtailment totals, along with the top 3 worst hit units over 2023.
State-of-charge: a peek into the economics and performances within the NEM’s battery fleet
A review of battery storage market performance in the NEM throughout 2023, a year in which where we saw the battery fleet double in size.
A look into the performance of Genex’s four DUIDs in 2023, following takeover bid from J-Power
A quick look into performance of Genex’ four DUIDs over 2023, as news broke this morning of a takeover bid from the Japanese-based J-Power.
NSW hit with first wave of price spikes as demand continues to climb towards 14,000 MW on Thu 29th Feb 2024
We’ve already witnessed four price spikes this afternoon as demand in NSW is approaching its expected peak. P5 forecasts are currently projects prices to remain at very elevated levels for the time being.
It appears bushfire smoke was negatively impacting rooftop PV production in a material way in Victoria yesterday
Some interesting data coming from our forecast convergence widget yesterday afternoon, hinted to us that bushfire smoke is likely to have been impacting rooftop PV generation levels in Victoria.
Another tower collapse poses more questions about transmission
The sixth transmission tower failure within the NEM in almost four years, has prompted further questions about the physical network and its resilience to severe convective winds.
AGL half-year results point to ‘strong financial performance’ for Torrens Island BESS (but not directly through the spot market)
Using our soon-to-be-released GSD2023, we can compare the market performance of AGL’s Torrens Island BESS against what was published in last week’s half-year results presentation from AGL.
Putting Monday’s record-breaking demand in QLD into context (22nd Jan 2024)
Still trying to make sense of what did and didn’t happen in QLD last night, Dan Lee provides some context to how yesterday’s record-breaking demand compares to similar historical events.
Market demand actuals landing far above forecasts, as market demand continues to blast prior record out of the water, on Monday 22nd of January 2024
As QLD’s market demand record has already been smashed this afternoon, we’re keeping a close eye on P5 and P30 forecasts, where actuals are landing significantly above all prior forecasts.