In this follow-on to his earlier analysis, David Leitch argues that as large-scale batteries enter the NSW market, it’s lost volumes rather than lower prices that could slash coal generators’ spot profits by 30 to 40%.
David Leitch reflects on how coal generators have adapted to a changing NEM, drawing on time-of-day profiles, and data from our GSD, and explains why — despite that flexibility — the underlying economics are becoming increasingly fragile as batteries reshape the evening peak.
In this guest-authored article by Endgame Economics, Oliver Nunn examines growing 'noise' in NEM spot prices — how increasingly frequent oscillations appear to have a structural, intraday pattern, what may be driving it, and why it matters for market behaviour and battery investment outcomes.
A count of coal generator events indicates large unit trips are less frequent.
Tristan Edis of Green Energy Markets discusses the practicalities of the gap that must be filled by the gas sector under the nuclear power timeline proposed by the Federal Opposition.
Nick Bartels from Greenview Strategic Consulting uses the GSD2023 to examine minimum and maximum generation levels at various coal and gas plants in the market.
David Leitch provides his top insights from reading his (pre-published) copy of our GSD2023 - due to be released later this week.
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.
Guest author, Allan O'Neil, takes the release of the GSD2022 as an opportunity to take a look at the past 10 years of performance of the four-unit Liddell Power Station (one unit closed in 2022 and three to close soon in 2023), contrasting against two...
Prompted by a few media questions (on a day when all 4 units were offline together for about 3 hours), have taken a quick look at the status of the four units on the Callide Power Station site.
As a first article on WattClarity following Origin's 'Notice of Closure' announcement about the future of Eraring Power Station, here's some statistical data (from the upcoming GSD2021) to help with the broader conversation.
A quick look at the coal units that are currently offline today in the QLD region, in the lead-up to the tight supply-demand balance.
Another interim build of ez2view gives me an excuse to have another look at changes in bidding patterns at selected Wind, Solar and Coal units.
On Wednesday 13th October 2021, TransGrid released it's 'Energy Vision', containing modelled results for 6 different scenarios out till 2050.
Prompted by reports elsewhere of solar PV production eclipsing coal-fired production on Sunday for a period of time, I had a quick look (including at aggregate bid volumes).
The volatility that has been with us for weeks now (particularly QLD and NSW), and the dramas unfolding at Callide power station, prompted me to have a broader look at the availability of black coal plant across QLD and NSW, and compare this to prior...
Saw an update from the AER this evening pertaining to Liddell unit 3, and had a quick look with the power of the Generator Statistical Digest 2020.
A report released this week by Green Energy Markets and the IEEFA exploring the prospect of accelerated coal closures, has itself caused some ripples...
Using an in-development (but soon to be released) widget in ez2view we take a look at forecast availability for coal units in NSW, VIC and QLD for the critical, and normally volatile, Q1 period 2021.
Following a week where several days saw price volatility in NSW (with this being so extreme that Reserve Trader was triggered on Thursday 17th December) we've taken a look at the comparative performance of coal units across the NEM (and particularly in NSW) compared to...