Supply-side capacity in the NEM over the next 24 years (v2)
In the early years of the ISP trajectories, we observe coal retirements happening sooner than slated. For example, Accelerated Transition has all coal retired by July 2033.
Electricity Statement of Opportunities (ESOO)
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.
What’s noted in the 2026 ESOO, about the looming closure of Yallourn Power Station?
It’s quite a topical question (that we’ve contributed to recently), so I thought I would have a look at what is noted within the ESOO about the looming closure of Yallourn.
*Why* the ‘switch-a-roo with the ESOO’?
Yesterday we wrote about ‘The grand ESOO Switch-a-Roo continues in 2026 … but hasn’t that approach jumped the shark?’. Following a tip from a reader (thanks!) this article at least helps to explain *when and why* the switch came about.
The grand ESOO Switch-a-Roo continues in 2026 … but hasn’t that approach jumped the shark?
This article is a first look inside the 2026 ESOO. It looks more at how the modelling is framed, and results presented - rather than the details of the modelling itself.
AEMO releases 2026 ESOO on Tuesday 25th August 2026
Breaking a run of a Thursday Release in late August over 3 consecutive preceding years, the AEMO released the 2026 ESOO on Tuesday 25th August 2026. Here's a first article, with links to news media coverage.
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.
Some suggestions for the Nelson Review panel to consider (with respect to Forecasting) following review of the Draft Report
Following my presentation at NEMdev 2025 (on 8th Oct 2025), here are some suggestions that the Nelson Review panel might consider - with respect to forecasting.
Are CIS-ters doin’ it for themselves? Part 1: Tracking the progress of CIS projects post-award
Recent debate has centred on the CIS’s success so far. In part one of this four-part series, we look at how projects have progressed since being awarded a contract.
Six different lenses to view the ESOO 2025 … giving wildly different perspectives
About 4 weeks ago the 2025 ESOO was released. In this article we highlight 3 x 2 different ways this might be viewed - and note some other dimensions not considered.
AEMO releases 2025 ESOO on Thursday 21st August 2025
On Thursday 21st August 2025 (a week earlier than I'd anticipated) the AEMO has released its 2025 ESOO.
VNI West given an official two year delay, with expected completion date pushed back to late 2030
Transmission Company Victoria (TCV) yesterday announced a two-year delay to the project delivery timeline for the VNI West project.
What’s the 2024 ESOO assume, in terms of coal unit performance?
In this article we explore the 2024 ESOO, and linked documents, in terms of what's assumed for coal unit EFOR - and why, in the light of recent improvements in coal unit performance (compared to 2022).
Once through the ESOO (for 2024)
After an initial skim through the 2024 ESOO, here's (the start of) a collation of thoughts that it triggers.
AEMO releases 2024 ESOO on Thursday 29th August 2024
On Thursday 29th August 2024 the AEMO released the 2024 ESOO (Electricity Statement of Opportunities) for the NEM. Here's where to get it, and also links to relevant news media articles that we've seen.
What the last twenty years of the ESOO tells us about blackout predictions
After skimming through the last twenty editions of the ESOO over the past couple of days, Dan shares some thoughts about what has and hasn't changed over the years.
Who’s who in the ESOO Part 2
Part 2 of this analysis into the latest update of the ESOO, its modelling, and the project development pipeline.
Who’s who in the ESOO
A compiled list of development projects delayed or leaving the market in between the ESOO2023 and its update released two weeks ago. Along with some analysis of longer term trends with the development pipeline.
AEMO publishes a tender for Interim Reliability Reserves (i.e. Reserve Trader)
Following today's publication of the AEMO has also called for ‘Interim Reliability Reserves’ for summer 2024-25.
AEMO releases an update to the 2023 ESOO on Tuesday 21st May 2024
It's Tuesday 21st May 2024 and the AEMO has published an update to the 2023 ESOO ... about 8 months since the publication of the prior release, and 4 months before the 2024 ESOO. Some implications for the anticipated closure of Eraring?