coal revenue

What 19 GW and 55 GWh of batteries should do to coal’s evening peak

Mon 7^th September 2026 8:30 AM | David Leitch

In February David Leitch predicted batteries would eat coal volumes, not just price. Here he checks that call against the pipeline: 19 GW and 55 GWh coming, and up to 6 GW of coal displaced.

NSW coal spot profits set to fall 30% to 40% thanks to batteries

Thu 5^th February 2026 1:20 PM | David Leitch

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%.