GenInsights21 – the 22 Key Observations

As noted on this page, in Part 2 (over 50 pages) we summarise up 22 Key Observations that are revealed through the analysis provided elsewhere in GenInsights21 (particularly in the 28 ‘Deep Dive’ Appendices).

It’s highly unlikely that we’ll be discussing all of the details of these Key Observations openly on WattClarity in future … but we’ve already shared a bit about some, and might mention a couple more in the coming weeks and months.

Where we do (and when we remember this page) we’ll update the table below to help readers here link through to the context freely shared here.

#

Key Observation

Page Number
(in Part2)

1

We’ve come a long way, but have further to go

On Tuesday 5th April in this presentation to Smart Energy Council members, we discussed this observation.  See the table underneath the recording for the specifics of when, during the 60-minute webinar, this was discussed.

p2/50

2

The schism seems permanent!

In the earlier GRC2018, we nominated ‘The NEM has developed a ‘them and us’ schism’ as Theme 5 of 12 within Part 2 within the 180-page analytical component.

This schism was discussed briefly in this article of 8th August 2019 (and even as far back as August 2014) – and was also mentioned in Giles’ initial review of the GRC2018.

The concept of ‘Anytime/Anywhere Energy’ was referenced in an explanation about negative prices through winter 2019 in this article “As power prices crash below zero, don’t expect it to show up on your power bill” from Stephen Letts at ABC News on Monday 9th September 2019.

This schism has emerged because of the form of support for Wind and Solar developments (which we subsequently named as Villain no 7 on 9th March 2020 in asking whether ‘We’ve been killing New Entrants with kindness?’.

On 29th March 2022 in this article following the release of the AEMO’s GSOO 2022, we noted we’d nominated ‘The schism seems permanent!’ as Key Observation 2 of 22 within GenInsights21.

On Tuesday 5th April in this presentation to Smart Energy Council members, we discussed this observation – and used as the precursor to a discussion of what was contained in Appendix 15, Appendix 16, and Appendix 17 within GenInsights21.  See the table underneath the recording for the specifics of when, during the 60-minute webinar, this was discussed.

p5/50

3

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p8/50

4

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p9/50

5

The rise of ‘Just in Time’

On 29th March 2022, we noted via this comment on LinkedIn that we’d written about ‘The rise of Just-in-Time’ as Key Observation 5 within Part 2.

On Tuesday 5th April in this presentation to Smart Energy Council members, we discussed this observation.  See the table underneath the recording for the specifics of when, during the 60-minute webinar, this was discussed.

p11/50

6

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p14/50

7

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p19/50

8

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p22/50

9

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p24/50

10

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p25/50

11

The messy collapse of coal.

On 21st December 2021 when discussing the 28 x Appendices, we revealed Observation 11 as ‘The Messy Collapse of Coal’ and included the following diagram from this Key Observation within Part 2:

… this Key Observation was then further explored in Appendix 3.

p27/50

12

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p31/50

13

Is the Semi-Scheduled category sustainable, or scalable?

On Tuesday 5th April in this presentation to Smart Energy Council members, we discussed this observation (with respect to Appendix 17 within GenInsights21).  See the table underneath the recording for the specifics of when, during the 60-minute webinar, this was discussed.

p33/50

14

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p35/50

15

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p37/50

16

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p39/50

17

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p40/50

18

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p42/50

19

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p44/50

20

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p46/50

21

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p48/50

22

Will add this in later, if we decide to share it.

… if we do share, will provide some context.

p50/50

 

So you might want to check back on this page later, to see what’s new…

If you are ready to access your own copy, click through now.