Taking the ‘worm line’ cumulative trend recent Q2 periods (used for wind and then hydro), we now apply this to gas-fired generation during 2024 Q2. We see two distinctly different patterns … early in Q2 and late in Q2.
A short article looking back 90 days at production volumes, and bid prices, from gas-fired generation.
Early in June 2024 we see the Tamar Valley CCGT unit running strongly in Tasmania for the first time in just over 5 years … part of the strongest run of gas-fired generation in TAS in a long time.
Looking back 4 days (including Wed 8th May 2024) at NSW gas-fired generator bidding.
A short article this morning to note about a Working Paper from CAEEPR that touches on important (and not well understood?) aspects of this energy transition, as it relates to Firming Capacity requirements.
On Monday 19th June the AEMO published a Market Notice relating to Industrial Action at Longford.
AEMO has directed two gas-fired generators in Victoria offline due to suspected gas supply limitations.
There’s been some movement in AEMO’s forecast Lack of Reserve positions for tomorrow (Thu 2nd June 2022) but the outlook still seems to be tight…
A short article to mark today’s publication of the GSOO 2022 by the AEMO, and some initial coverage of it.
An initial review of some (wholesale) supply-side factors contributing to the extreme price volatility (and Reserve Trader etc) that occurred in the first week of February 2022 in the QLD region of the NEM.
A short record of gas prices being up at $20/GJ and above through a cold spell for winter, with other factors at work.
A short article marking (yet) another volatile evening in the NEM in this ‘elephant’ of a Q2 2021… now with some added challenges for gas-fired generation.
A client sent in this ez2view image this afternoon pointing out another factor that’s been occurring in the absence of 4 x Callide units – markedly increased production from gas-fired generation.
Through the lens of the GSD2020, Allan O’Neil looks at the much-discussed role of gas-fired generation in the ‘energy transition’ of the NEM’s generation sector
With the return of Mortlake unit 2 this week, we take a quick look at current forecasts for the week and quarter ahead in Victoria.
Took 2-3 times longer than planned (as there were a few different interesting observations that came out) but here is our initial – and perhaps only! – review of what happened in South Australia on Thursday 19th December 2019 (i.e. yesterday).
A quick article highlighting how the trend in aggregate number of unit starts, across the whole of the NEM, highlights the scale of one of the core underlying changes (and challenges) facing us in the NEM’s energy transition.
Guest author, Tristan Edis, takes a look at the changing pattern of generation by fuel type in 2018
The surge in NEM spot prices since 2015, and related impacts on contract and retail prices, have been extensively discussed and analysed in many forums, from ACCC inquiries to Twitter. The underlying reasons for the rise are well understood and…
The start of some analysis that helps to identify the variety of factors that combined to give a shaky balance between supply and demand in NSW last week.