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.
Today we spoke to an audience organised by BofA Securities about Risk, Uncertainty and hence Volatility in the energy transition.
Our GSD2023 was released just over 4 weeks ago. This is the second sequential article utilising the GSD2023 Data Extract to take a look across all the Semi-Scheduled units (i.e. Wind and Solar). In this case looking at use of Self-Forecasting, and revealing more questions …
Our GSD2023 was released just over 4 weeks ago. Finally today I have a chance to utilise the GSD2023 Data Extract to take a look across all the Semi-Scheduled units (i.e. Wind and Solar) and see who’s been using MaxAvail in their bid to limit their plant availability … and the DUIDs that have not yet used this new facility.
A chart of the the month-by-month semi-scheduled economic and network curtailment totals, along with the top 3 worst hit units over 2023.
A review of battery storage market performance in the NEM throughout 2023, a year in which where we saw the battery fleet double in size.
A quick look into performance of Genex’ four DUIDs over 2023, as news broke this morning of a takeover bid from the Japanese-based J-Power.
It’s Thursday 15th February 2024 and (in amongst the detailed analysis relating to Tue 13th Feb 2024 in Victoria) we’re releasing the GSD2023 … the Generator Statistical Digest for the 2023 calendar year.
Nick Bartels from Greenview Strategic Consulting uses the GSD2023 to examine minimum and maximum generation levels at various coal and gas plants in the market.
Using our soon-to-be-released GSD2023, we can compare the market performance of AGL’s Torrens Island BESS against what was published in last week’s half-year results presentation from AGL.
The release of GSD2023 supports a deep dive into its 10-year FCAS history section. We inspect three units of differing technology and make use of the data extract to uncover trends in participation.
David Leitch provides his top insights from reading his (pre-published) copy of our GSD2023 – due to be released later this week.
It was an article in the AFR, on the 6th of February 2024, that drew our attention back to generator closures. Engie have announced the early closure of Snuggery and Port Lincoln Power Stations.