Guest author, Josh Stabler of Energy Edge, provides a look into the ‘contagion of scarcity’ events impacting the market since mid-May 2021.
It’s now seven months since the SCADA outage on Sunday 24th January 2021 – and we’re finally able to complete and publish this (quite long) article exploring some of the implications for units on the LHS of the ‘Q>>NIL_CLWU_RGLC’ constraint equation
Hydrogen explosion in South Africa (at Eskom’s Medupi unit) will inevitably draw comparisons to the explosion at Callide C4 on 25th May 2021. Use caution in following those links!
A short article marking return to service for the Callide C3 unit, which has been offline since 25th May 2021.
Another quick look at the latest date that is visible for Callide C3, and when it’s expected to Return To Service.
With the prior expectation being we’d see Callide C3 return today (Friday 23rd July), we can’t see any output at this point.
Another slippage on return to service expectation for Callide C3 … now expected Friday 23rd July.
This morning we see that there’s been another slippage of expected return to service for Callide C3 – which will now have been offline over 8 weeks since the explosion at nearby Callide C4.
There’s been a 6-month delay in return to service expectation for the damaged Callide C4 unit.
More changes to retirement schedules in the market prompt me to power up the ‘MT PASA DUID Availability’ widget in ez2view once again…
An updated look at the ‘MT PASA DUID Availability’ widget in ez2view shows another delay in returning Callide C3 to service.
A short record of gas prices being up at $20/GJ and above through a cold spell for winter, with other factors at work.
An updated view of the return to service schedule of Callide C3 and C4 … along with Yallourn unit 4.
A quick look this afternoon sees that the return to service for Callide B2 has been delayed a few days since I last looked during the week.
Carl Daley of EnergyByte examines the ramifications of the Callide Power Station outage and discusses the big losers and winners from the situation.
With expectations set last week that Callide B1 would be back online yesterday at minimum load, I’ve had a quick look and can’t see it yet…
A short note about some further delays in return to service for Callide B1 and C3 … though earlier return for B2
Discussion in a number of different places (including an AFR article today) prompted me to pull some data together of how (spot and futures) prices have trended through 2021, and how they changed with the Callide C4 problems.
On LinkedIn this afternoon, Josh Stabler (of Energy Edge) identified another consideration for the repair process for the significantly damaged Callide C4 steam turbine.
Only two dispatch intervals (thus far?) of extreme pricing tonight for QLD and NSW (Wed 2nd June 2021). Here’s the first one…