A big disconnect between words and actions?
Can you help me understand this apparent (and large) disconnect between words and actions in the GreenPower space?
Can you help me understand this apparent (and large) disconnect between words and actions in the GreenPower space?
Engie's announced closure of Hazelwood reflected as a big step change reduction in available capacity in Victoria at the end of March 2017.
In reality, it's impossible to "know" what the price outcomes would be when Hazelwood closes. Here's some reasons why...
Wind speeds up during the blackout of September 28th in South Australia
First attempt to try to piece together events leading up to the blackout in South Australia on Wed 28th September 2016
Power's out across South Australia on the afternoon of Wednesday 28th September
Some initial thoughts following articles about the mooted closure of Hazelwood Power Station as early as April 2017.
Articles about Spring in the NEM – September, October, November 2016
Some thoughts about the possible uplift to Infigen Energy revenues, stemming from higher forward contract prices in the South Australian region of the NEM
Quick snap of Ararat Wind Farm starting up in August.
Two slides (from BNEF and AEMO) that provide some context on the energy transition
AEMO issued a Market Notice this morning for an LOR2 "Low Reserve Condition" in South Australia. Here's my sense of some of what's happening.
A starting list of factors that I'd look further into, if I was sucked into the "rabbit hole" of assessing all of the contributing factors leading to the Remarkable Prices seen in Q2 2016...
A figurative illustration of the broad range of people we're increasingly seeing weighing into the discussion about the future of the energy sector. Itself a challenge for the transition.
Models are simplifications of reality. Some are more precise than others. Some are useful for different purposes.
Quick note about energy transition
Recording early days of electricity production at the Hornsdale Wind Farm
Some initial analysis about the remarkable pricing outcomes seen across all regions of the NEM through Q2 2016
The Oakley Greenwood report 'Current Status of DR in the NEM' was completed for the AEMC on 30th June 2016
Some brief notes about a changed pricing pattern observed in Q2 2016