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.
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...
It’s quite a topical question (that we’ve contributed to recently), so I thought I would have a look at what is noted within the ESOO about the looming closure of Yallourn.
Earlier this week, we looked at the first round of AEMO modelled MT PASA results for the Project EnergyConnect, and had some questions. After some digging, we think we understand...
I was curious to see how the PEC Stage 2 (i.e. NSW1-SA1) is being represented in the new data sets now appearing in the MT PASA process. Hence this initial view, which prompts questions.
Whilst we’re speaking about events on Saturday 15th August 2026, worth also noting that today marks over one month of ongoing production from the Tamar Valley combined cycle plant in Tasmania.
via 'Forecast Convergence' widget, we see (to date) consistent reporting to the AEMO of envisaged closure of all 4 x units at Yallourn being 1st July 2028.
Given the discussions about looming Yallourn closure, and the implications of this, worth noting a change in the latest weekly MT PASA run.
Paul Austin explains how utility-scale batteries can use time block derivatives — selling Evening Peak and buying Midday contracts — to lock in intraday spreads and reduce exposure to spot prices, giving a useful baseline for budgeting, investment cases and revenue support scheme bids.
Following a couple articles about the downwards trend of spot LGC price, we look at how that's fed into 'negative LGC' bid prices for VRE.
On 7th August 2026, the AEMO published this (final version of) the go-live plan for Market Integration of Project EnergyConnect
In the past couple weeks (including at ACES 2026, but also elsewhere) it's seemed that the penny has dropped ... only by a miracle will we achieve 82% by 2030.
For a coincidence of several different reasons, here's a quick initial overview of how Yallourn Power Station has been performing over time, and particularly in Winter 2026 ytd.
In anticipation of this month's release of the 2026 ESOO, a short article noting the forecast shortfalls flagged in this Tuesday's updated MT PASA modelling via MN144738 published at 14:52 (NEM time) on Tue 4th August 2026.
This article from Nadali Mahmoudi and Liam Atkinson from EPEC Group looks at whether the Dinawan–Darlington Point 330kV upgrade, dismissed in 2022, would have delivered greater system strength benefits than what was recognised at the time.
One of the more sobering aspects of our being in our 27th year of service is that we’ve lasted longer than some of our clients … and in the course of a 5-day period in July we saw two clients enter Administration
Guest author Franz David Schaefer digs into the potential "battery correlation penalty" flagged on this site, running a three-year, per-unit analysis of every NEM battery against a perfect-foresight benchmark — finding batteries may be bidding up their own midday charging costs.
With memories still fresh of how poorly the batteries performed* in South Australia on 21st and 22nd June 2026, we take a look at another aspect of predictability - with respect to the recent all-time peak in NEM-wide wind production.
On Wednesday 24th June 2026, the AEMO published this draft Go-Live Plan for Project EnergyConnect Market Integration.
The greatest difference, pre and post July 2025, is in the flows from Victoria to Tasmania.