Marissa McCauley explores the “Commercial Hibernation Trap” emerging under the NEM’s proposed IPRR framework — arguing that legacy-style compliance processes risk sidelining fast, price-responsive distributed energy resources exactly when the market needs them most.
Former energy executive Ted Woodley has compiled a chronological record of the Hunter Power Station, charting a project defined by policy inconsistencies, shifting justifications, delays, and cost escalations.
Using smart meter data from January 15th, this case study by Emma Dyson shows that spot-exposed home batteries responded strongly by exporting during price spikes — while those on traditional retail plans were more likely to reduce evening grid imports, rather than export.
In this guest article, Jamie Guthrie of Gilbert + Tobin sets out how revenue uncertainty, shallow offtake markets and misaligned policy frameworks are preventing investment in long-duration storage at the scale required.
Andrew Wilson reflects on six-and-a-half years of living with his solar and home battery system, showing how wholesale price exposure (via Amber Electric) and home assistant automations have shifted his goals.
Alex Leemon looks at how FCAS bidding and enablement volumes have shifted over the past decade — drawing on New South Wales data — to unpack what’s been driving the post-2023 collapse in FCAS prices.
In this follow-on to his earlier analysis, David Leitch argues that as large-scale batteries enter the NSW market, it’s lost volumes rather than lower prices that could slash coal generators’ spot profits by 30 to 40%.
David Leitch reflects on how coal generators have adapted to a changing NEM, drawing on time-of-day profiles, and data from our GSD, and explains why — despite that flexibility — the underlying economics are becoming increasingly fragile as batteries reshape the evening peak.
In this guest-authored article by Endgame Economics, Oliver Nunn examines growing 'noise' in NEM spot prices — how increasingly frequent oscillations appear to have a structural, intraday pattern, what may be driving it, and why it matters for market behaviour and battery investment outcomes.
This article by Ryan Powell and Nadali Mahmoudi examines how major southern NSW transmission upgrades — particularly HumeLink — are expected to reshape network congestion, and what that means for the operation of Snowy 2.0 once it comes online.
Following a growing number of articles on WattClarity about “VRE under-performance dragging frequency down”, guest author Allan O'Neil takes a look at how the one sided nature of the SDC plays a role - and suggests a possible action that would help.
This article by Endgame Analytics explains why average or median forecasts are becoming increasingly inadequate, using multi-year weather and supply stress testing to expose the true distribution of outcomes, risks, and reliability challenges in a high-renewables power system.
This analysis from Endgame Analytics highlights how solar revenues are increasingly concentrated in winter and shoulder periods as daytime prices collapse. Using historical data and forward modelling, it examines what the deepening duck curve means for solar returns, risk, and the need for seasonal storage.
Mitch O'Neill examines how data centres have rapidly replaced hydrogen in planning models as the dominant new source of electricity demand, and what their power density and locational constraints may mean for the grid.
Paul Bandarian and David Leitch from ITK Services share modelling results for a post-coal NEM, arguing today’s electricity prices can be maintained if batteries become the dominant price-forming technology and solar is structurally supported.
Allan O'Neil unpacks a proposal under consideration by the AEMC to apply “runway” cost allocation to contingency FCAS, explaining how this could materially change who pays for frequency security in the NEM.
Anthony Cornelius from WeatherWatch explains the climate drivers behind Southeast Queensland’s unusually intense 2025 hail season — context that matters for those tracking how extreme weather is evolving and influencing the energy market.
Nadali Mahmoudi from EPEC Group presents a short case study to show why network-outage modelling is essential for understanding revenue opportunities, curtailment risk and long-term investment decisions.
Following his presentation at All-Energy in Melbourne last week, David Dixon reports on the state of the NEM's ambition to reach 82% renewables by 2030.
In this guest-authored article, Connor James explains the upcoming changes to the DMO, including the much publicised Solar Sharer Offer (SSO), and potential implications for energy sellers in NSW, SEQ, and SA.