A large collection of articles pertaining to the ongoing ‘Energy Transition’ in any of a number of ways.
Specific sub-categories relate to such things as Coal Closure, and other aspects of the transition.
Given the heightened level of interest in the progressive release of capacity on Project Energy Connect (and some strange initial outcomes) worth another article on Wednesday 4th November 2026 noting MN146032
We note that flow west on PEC Stage 2 has ramped up below its prior export limit (as the first stage of testing) of 150MW
A short evening article to look forward to the 09:00 dispatch interval on Wednesday 4th November 2026 to show increased Export and Import flow limits on the way for Project Energy Connect:
Now, at the 26th of October 2025, we find NEM-wide capacity at 350 MW. That's more than double what the level was this time last year.
Whilst there has been a fair share of head scratching about ‘strange’ outcomes now that PEC Stage 2 is in service, it’s also useful to remember that the VIC-SA interconnector has become simpler again.
Guest author Franz David Schaefer compares winter 2025 and 2026 bidding across the NEM’s battery fleet: capacity rotated out of spike capture into the competitive band, while incumbent revenue fell from $85.4m to $13.2m.
A short note with this ez2view snapshot at 09:30 (NEM time) on Monday 12th October 2026, to record a brief intermission to service at Project Energy Connect.
A keen-eyed reader pointed us, today, towards an interesting predispatch outcome for the new PEC2 interconnector.
Sophie’s article on RenewEconomy drew our attention to the fact that Offshore Wind Victoria had recently published this 12-page glossy about ‘Victoria offshore wind auction – Australian-fires Request for Proposal now open’.
The latest MT PASA results, published today (Tuesday 6th October 2026) show no Low Reserve Conditions forecast.
Guest author, Allan O'Neil takes a look at one particular dispatch interval (09:20 on Sunday morning 4th October 2026) to explore an instance of counter-priced flow incorporating the South Australian and neighbouring regions (including via PEC Stage 2).
In the early years of the ISP trajectories, we observe coal retirements happening sooner than slated. For example, Accelerated Transition has all coal retired by July 2033.
I thought this was worth a separate post – given that the focus is much longer-dated testing schedule (current plan) for Project Energy Connect.
Today is Thursday 1st October 2026 which means that there are a number of milestones achieved today with respect to the NEM – including Project Energy Connect going live.
Yesterday (Tue 29th Sept 2026) we saw a little of PEC Stage 2 in predispatch. Today (Wed 30th Sept 2026) we saw more.
It was spurious, but worth noting that the AEMO published MN145396 at 13:10 (NEM time) on Tuesday - noting forecast LOR3 (load shedding) in South Australia on Thursday morning (1st October 2026).
That 1st of October date for go-live is now inside the ‘ST’ (short term) time horizon. As such, we are seeing the new NSW to SA interconnector included in ST-PASA results.
Capacity of batteries and hydro is covering capacity lost with retiring thermals. That is, assuming the anticipated developments do eventuate.
In February David Leitch predicted batteries would eat coal volumes, not just price. Here he checks that call against the pipeline: 19 GW and 55 GWh coming, and up to 6 GW of coal displaced.
Four weeks ago we asked two questions 'where is the Energy/Capacity going to come from (in just 2 years) to replace all that Energy that Yallourn has been producing this winter?'. Here's the start of an answer to that question, though still incomplete...