A tale of two mega-projects: Project Energy Connect and Snowy 2.0 timelines (Part 1)
A timeline of evolving expectations for the cost, benefits, and delivery dates for Project Energy Connect – following news of recent issues surrounding the project.
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.
Barron Gorge Power Station returns to service approximately six months after significant damage from Cyclone Jasper
CleanCo have announced the RTS of Barron Gorge Unit 1 and 2 after a ~6 month outage following significant damage from Cyclone Jasper.
A bounce back: a review of Q2 2024 prices
We just witnessed another eventful Q2, with at least four drivers contributing to significant price volatility. This is our annual review of Q2 prices, where we compare these outcomes against the long-term trend.
ABC report that the highest air pressure ever recorded in Australia was observed this morning, and likely to peak again this Saturday
The ABC report that a notable weather record was broken in Tasmania this morning, and opens questions about future wind lulls and a changing climate.
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.
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.