Yes – Unscheduled Price Responsive Resources did deliver price/demand oscillations in NSW on Monday 12th October 2026
Demand-side responses did occur in the face of large NSW price fluctuations.
Detailed Analysis
A framework for exploring what factors were contributing to the volatility in NSW on Monday 12th October 2026
Here's a short article identifying (part of) a framework that might be useful - for those who want to complete a fuller explanation of the volatility experienced in NSW on Monday 12th October 2026 (which was not caused by just one factor).
Supply-side capacity in the NEM over the next 10 years (v1)
Capacity of batteries and hydro is covering capacity lost with retiring thermals. That is, assuming the anticipated developments do eventuate.
Team Australia in Paris: Five observations from CIGRE 2026
A summary of key takeaways from an Australian perspective at the 2026 CIGRE Paris session — where the ongoing challenges of IBR interactions and the impact of data centres appear to be consistent themes across power systems globally.
A partial answer to the questions ‘where is the Energy/Capacity going to come from’ … after Yallourn closure?
Four weeks ago we asked two questions 'where is the Energy/Capacity going to come from (in just 2 years) to replace all that Energy that Yallourn has been producing this winter?'. Here's the start of an answer to that question, though still incomplete...
How the CIS differs from state-based underwriting schemes, and what the industry has suggested about it so far
We look at five design differences between the Capacity Investment Scheme and the state auction schemes that came before and alongside it — and the improvements we've heard suggested by industry and the Nelson Review panel.
Revisiting the CIS-awarded project pipeline, ahead of the ESOO 2026
A year on from our 4-part series about the CIS, we take an updated look at the 89 projects awarded across the scheme's five NEM tenders — comparing what proponents have actually announced compared to the status AEMO assigns them for ESOO reliability modelling.
A down year: a review of Q2 2026 spot prices
This is the 2026 edition of our annual review into Q2 spot prices, where we find that average prices fell sharply in all NEM regions compared to Q2 2025, but more importantly, duration curves are changing shape.
Reflections on supply and demand from a week split between attending and presenting at two very different industry conferences
Last week our team attended the CEC's Wind Industry Forum, then I presented at the EUAA's National Conference the next day. Moving between them in under 48 hours sharply reminded me how differently the NEM's supply and demand sides frame the challenges ahead.
A further look at wind forecasts in the ST PASA timeframe
The trend for declining skill as outlook increases is fairly linear. Encouragingly, outlooks at the 6-day mark still have better skill than random.
An initial look at 6-day ahead Wind Uncertainty
Uncertainty fluctuates considerably in the 6-day ahead forecasts. Some locations, appear to be generally more predictable than others, Queensland sites in particular.
A big clue to one causal factor in both frequency spikes (on Friday 10th April 2026 and Saturday 11th April 2026)
Next layer of the onion, in investigating the eerily similar (and closely related) frequency spikes outside the NOFB on Friday 10th April 2026 and Saturday 11th April 2026.
Is the battery rollout following in solar’s footsteps — and is a battery correlation penalty looming?
This piece draws some parallels between the previous solar boom-bust cycle and the current battery buildout, and asks whether a 'battery correlation penalty' may already be taking shape.
Final Report released ‘Grid Incident in Spain and Portugal on 28 April 2025’
Approximately 11 months after the blackout on the Iberian Peninsula, on Friday 20th March 2026 the organisation ENTSO-E has released this Final Report into the ‘Grid Incident in Spain and Portugal on 28 April 2025’:
Intraday price spreads thinned out in most regions over summer 2025–26
This short article looks at intraday 2-hour price spreads across the NEM over this past summer, showing that volatility thinned out in most regions compared with recent summers, with a major SA price event on the 26th of January proving an outlier.
How realistic are those wind capacity factor assumptions in the draft 2026 ISP?
In the draft 2026 ISP, the AEMO materially increased wind capacity factor assumptions for several renewable energy zones. In this article, we compare those assumptions against actual capacity and availability factors for wind units across the NEM in 2025.
The state-of-charge for 2025: The NEM’s battery fleet crosses the chasm
In this instalment of our annual review of the NEM’s expanding battery fleet, we draw on the GSD2025 to look at long-term trends in market revenue, high-price capture, the early returns of FPP, and network curtailment.
New FCAS resources dominate enabled levels in 2025
We find the trend for increasing enablement of the 'new' resources has only continued, that the new FCAS resources are the dominant providers of all FCAS services nowadays.
Keeping up with the curtailment 2025: Beneath the headline numbers
This latest instalment of our annual review into solar and wind farm curtailment across the NEM, looks at outcomes in 2025 and highlights increasingly divergent results by region and by asset as network constraints, pricing dynamics and seasonal weather conditions interact.
How close to empty did South Australia’s utility-scale battery fleet run last night?
In an initial post-mortem of last night’s sustained period of high prices in SA, we take an initial look at how the region's utility-scale battery fleet responded, showing how aggregate stored energy was rapidly drawn down and how availability across the fleet tightened.