Is VRE forecastable? (Part 1 in what might be a series)
Over many years we've invested deeply in analysing the nuanced answer to the question 'Is VRE Forecastable?'. This article (which has almost been posted many times before) is...
GenInsights Quarterly Updates
Are we *still* not building enough replacement Firming Capacity?
In this third excerpt from GenInsights Quarterly Updates for 2024 Q2, we share some perspectives about the amount of Firming Capacity projected to be delivered in net terms,...
(Update of) long-term trends of (the high points of) Aggregate Scheduled Target
In this second excerpt from GenInsights Quarterly Updates for 2024 Q2, we share (some of) the updated analysis completed of Aggregate Scheduled Target (a metric that points to...
Coal-fired unit performance has improved markedly from the ‘dog year’ that was 2022
Following the recent release of the review of 2024 Q2 (and belated release of the review of 2024 Q1) here's some updated statistics on coal unit performance.
GenInsights Quarterly Updates for 2024 Q2 released
(Last week) on Thursday 22nd August 2024 we released our 'GenInsights Quarterly Updates' detailed review of 2024 Q2, and on Friday we delivered an Executive Briefing to one...
GenInsights Quarterly Updates for 2024 Q1 belatedly released, on Mon 12th August 2024
A belated article about the belated release (on Monday 12th August 2024) of GenInsights Quarterly Updates for 2024 Q1.
Case Study of NEM-wide Aggregate Scheduled Target on Thursday 18th January 2024
Second short case study today in relation to Aggregate Scheduled Target ... this one focused on a large ROCUP on Thursday afternoon 18th January 2024.
Case Study of NEM-wide Aggregate Scheduled Target in early February 2024
In conjunction with the completion of GenInsights Quarterly Updates for 2024 Q1, here's a 7-day trend of Aggregate Scheduled Target in early February 2024.
Updated trend of ‘ENERGY’ bids in red, green and blue
Last Tuesday 23rd April 2024 I spoke with an audience organised by BofA Securities with respect to ‘Risk, Uncertainty and Volatility in the energy transition’. Here's one illustration...
Brief Case Study of Sunday 4th February 2024, with low IRPM following high Market Demand
A quick look at the low point for NEM-wide IRPM on Sunday evening 4th February 2024.
Presentation to BofA Securities audience about Risk, Uncertainty and Volatility in the energy transition
Today we spoke to an audience organised by BofA Securities about Risk, Uncertainty and hence Volatility in the energy transition.
Case Study of inertia supplied by source in the NSW grid on Tuesday 14th November 2023
With GenInsights Quarterly Update for 2023 Q4 completed, and some time till the end of 2024 Q1, we've looked back at Tuesday 14th November 2023 (when AEMO had...
GenInsights Quarterly Update for 2023 Q4 released
A somewhat belated note about our release of GenInsights Quarterly Updates report for 2023 Q4 earlier in March 2024.
Case Study of Sunday 12th November 2023 (lowest point for Aggregate Scheduled Target in 2023)
A 2nd short article falling out of GenInsights Quarterly Updates for 2023 Q4. This one looks at Sunday 12th November 2023 and shows the lowest point in 2023...
Case Study of Friday 8th Dec 2023 (big gyrations in Aggregate Scheduled Target)
A short article looking at Friday 8th December 2023 looking at NEM-wide Aggregate Scheduled Target on the day.
A long-range trend of large instances of Aggregate Raw Off-Target (AggROT) across all Semi-Scheduled units
The second article today (falling out of analysis for GenInsights Quarterly Update for 2023 Q4) presenting a long-term trend of the incidence of large instances of Aggregate Raw...
A 20-year trend of large instances of Aggregate Raw Off-Target (AggROT) across 44 x coal units to 31st Dec 2023
A first article today (falling out of analysis for GenInsights Quarterly Update for 2023 Q4) presenting a long-term trend of the incidence of large instances of Aggregate Raw...
Consultation opens (and webinar next Friday) on Design Paper for ‘Capacity Investment Scheme’
On Thu 29th Feb 2024 (a day when NSW saw high demand, was stretched in terms of available capacity, and benefited from the electricity and other services provided...
A quick summary of aggregate yield from Large Solar on Tuesday 28th November 2023
A quick look back at Tuesday 28th November 2023, a day of lowest Large Solar yield through 2023 Q4.
Tuesday 31st October 2023 sees the only two instances (in Q4, and all year) of AggROT for Semi-Scheduled units < -500MW
Also from GenInsights Quarterly Updates for 2023 Q4, the particular case of Tuesday 31st October 2023 is also worth sharing (and a broad audience understanding).