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, to 2028 (given some withdrawals and some additions).
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 the requirement for Firming Capacity).
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.
(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 of our clients.
A belated article about the belated release (on Monday 12th August 2024) of GenInsights Quarterly Updates for 2024 Q1.
Second short case study today in relation to Aggregate Scheduled Target … this one focused on a large ROCUP on Thursday afternoon 18th January 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.
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 of why the spread of spot prices in the NEM has been increasing in recent years.
A quick look at the low point for NEM-wide IRPM on Sunday evening 4th February 2024.
Today we spoke to an audience organised by BofA Securities about Risk, Uncertainty and hence Volatility in the energy transition.
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 concerns about low System Strength in NSW) and looked at the level of inertia actually seen in the grid. A useful Case Study to say ‘what would have happened without Eraring?’
A somewhat belated note about our release of GenInsights Quarterly Updates report for 2023 Q4 earlier in March 2024.
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 for NEM-wide Aggregate Scheduled Target (and the largest ramp in Q4).
A short article looking at Friday 8th December 2023 looking at NEM-wide Aggregate Scheduled Target on the day.
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 Off-Target across the growing number of Semi-Scheduled units operating in the NEM.
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 Off-Target across the 44 x operational coal units currently operating in the NEM. A hypothesis as to the cause of recent changes, and some questions …
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 by soon-to-close Eraring) the Dept of Energy in Canberra released a Design Paper on the expanded Capacity Investment Scheme. A very appropriate day for release …
A quick look back at Tuesday 28th November 2023, a day of lowest Large Solar yield through 2023 Q4.
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).
Returning a focus to GenInsights Quarterly Updates for 2023 Q4, here’s a particular example from Sunday 24th December 2023 worth sharing (and a broad audience understanding).