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.
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.
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.
Unpicking the generation mix in QLD over the past four days
A quick summary of the bids/offers for each of the generation fuel types in QLD, as we examine the market conditions over the past four days.
CleanCo’s CEO Tom Metcalfe provides an update on outage at Barron Gorge Hydro Power Station
The CleanCo CEO last week participated in a radio interview in which he provided details and a progress update on the long-term outage at Barron Gorge Hydro Station, which was caused by excessive flooding...
The early wind farms reaching 20 years: how are they performing?
With Challicum Hills Wind Farm recently celebrating its 20th anniversary, Dan Lee takes a look into the long-term trend of technical and commercial performance of the oldest wind farms in the NEM.
Barron Gorge Hydro Station damaged and offline after flooding from Cyclone Japser in North Queensland
Flooding from Cyclone Jasper has damaged part of the Barron Gorge Hydro Power Station in North Queensland, forcing its units offline until further assessment and repairs.
RERT negotiations commenced in NSW by AEMO on Thursday 14th December 2023
A short post to note that the AEMO have published a market notice stating an intention to commence RERT negotiations in NSW.
A quick look at forecasts for available wind generation in NSW for this evening 14th December 2023
A quick look at Semi-Scheduled Wind UIGF forecasts for this evening, where tight supply-demand is expected in NSW.
AEMO requests generator recall information in NSW and QLD for this Thursday 14th December 2023
Two AEMO market notices late this morning suggest that NSW and QLD are in for tight supply-demand later this week, with an LOR2 condition currently forecast in the former.
Sydney forecast to become ‘island of extreme heat’ tomorrow Saturday 9th of December 2023
A short note following a post from Ben Domensino warning of 40+ degree weather in the Sydney metropolitan area tomorrow.
Run of extreme prices in the SA region on Friday 8th December 2023
Prices in SA have spiked to close to the market cap and remained elevated, following the invocation of the 'I-VS_250' constraint set due to extreme weather conditions.
Case Study (Part 2) of Low % VRE NEM-wide on 3rd and 4th July 2023
The second part of an ongoing case study examining two successive days of low VRE generation in early July 2023. This part examines IRPM, earlier forecasts of available generation and maps the availability by...
Thunderstorms in South Australia impact ~30,000 electricity customers on Tuesday 28th November 2023
Thunderstorms impacted parts of South Australia electricity system in the early hours of Tuesday morning, with two syncons tripping and around 30,000 customers experiencing outages.
Federal Government announces expansion of the Capacity Investment Scheme on 23rd November 2023
Energy Minster Chris Bowen has announced that the existing Capacity Investment Scheme will be greatly expanded. This article provides a summary of industry responses, news articles and social media commentary in regards to the...