An illustration of increasing generation oversupply in the National Electricity Market
To augment today’s article in the Australian Financial Review, here’s an illustration of the growing oversupply.
generator closure
Doomsday predictions for security of supply?!
In parallel with the RET Review process, claims and counter claims are mounting about challenges to security of supply, moving forwards. Here are some initial thoughts…
… so what would the similar trend look like for the (larger) AGL
Following last week’s analysis of EnergyAustralia’s larger portfolio we do the same thing for AGL Energy (including Macquarie Generation)
Privatising profits whilst socialising costs – part 1 (wholesale)
Some initial thoughts about some of the areas (in the wholesale market) where there’s been finger-pointing in different directions about “socialising costs whilst privatising profits”
Volumes and revenues crunched by oversupply
Following the article in the FinReview today about EnergyAustralia…
One left-of-field option for generator rationalisation
A thought-bubble, triggered by the recent knock-back at the ACCC of AGL’s bid to acquire Macquarie Generation
The continuing change in the NEM landscape
Second article by Paul Taliangis (of Core Energy) looking at some of the broader changes at work in the NEM.
The evolving spark spread triggers change in Queensland
Quick preliminary thoughts on the reported mothballing of capacity at Swanbank E and the return of two units at Tarong.
Is Mortlake bucking the trend?
A quick look at the long-run trend in output at Origin Energy’s large Mortlake plant in western Victoria.
CORRECTION – Tamar Valley is not mothballed, just bid unavailable
A correction about Tamar Valley’s drop in production – and some further thoughts.
Another station down – to what extent due to local factors?
Despite consistently averaging monthly output of up to 200MW for a number of years, the Tamar Valley power station has been mothballed following an ownership change
Has declining demand claimed its next victim?
Some recent changes in the MT PASA forward view of available generation capacities in NSW seem to imply that the declining demand might have taken another victim.
The changing role of gas in the NEM
A few thoughts from another guest commentator (Paul Taliangis @ Core Energy) about where gas-fired generation volumes look set to go.
Long-term trend shows coal being crunched
A chart and a table presented today at FutureGAS highlighting how the dominance of coal in power generation across the NEM is starting to shift.
3 Questions we’ve been asked, following the introduction of the Carbon Tax
The range of questions we’ve been asked over the course of the past 2 weeks (since the introduction of the Carbon Tax) seem to resolve to these 3 key questions.