There are (at least) 4 Lenses, through which to view Coal Closure
The way I see it, there are at least these 4 lenses that need to be viewed together to understand the complexities relating to coal closure.
The way I see it, there are at least these 4 lenses that need to be viewed together to understand the complexities relating to coal closure.
A little over 2 weeks ago (on Thu 3rd April 2025) the AEMC made a draft determination on the rule change proposal by Delta Electricity to allow AEMO to accept cash as credit support.
Yesterday, our team produced ‘not-for-dissemination early draft’ of the GSD2024. We take a look through this (and use ez2view) to explore reports of a trial of 'two-shifting' (and other enhancements to flexibility) for the...
Today the AEMC weekly email notes that: ‘We will use the standard rules consultation process to assess Delta Electricity’s proposal to allow cash as credit support. We received a valid objection to the proposed...
It's roughly 6 months since the decision was made to extend the life of Eraring Power Station. I've had a question for a while, but have only had time to look now - what...
A short note today (thanks to a tip by Thomas MacDonald) about a 'relatively urgent' rule change request by Delta Electricity that might help Vales Point operate into 2025.
An update on LinkedIn from Len McLachlan from AGL Energy about a recent trial of two-shifting at Bayswater unit 4 prompts a quick look.
On Sunday 8th September 2024 the Herald Sun published an article speculating about possible Service Life extension to Yallourn Power Station.
Some news articles this morning, following a media tour of Eraring Power Station, prompted a piece of quick analysis (focused on ER01) of MinGen levels.
In this article we explore the 2024 ESOO, and linked documents, in terms of what's assumed for coal unit EFOR - and why, in the light of recent improvements in coal unit performance (compared...
In this third excerpt from GenInsights Quarterly Updates for 2024 Q2, we share some perspectives about the amount of Firming Capacity projected to be delivered in net terms, to 2028 (given some withdrawals and...
Following the recent release of the review of 2024 Q2 (and belated release of the review of 2024 Q1) here's some updated statistics on coal unit performance.
Reaching for the same NEMreview query we've used a few times in 2024 Q2, we take a look at how futures prices have traded in NSW, following the announcement of agreement to extend the...
A short follow-on article to this morning's (about the notice of extension to service for Eraring Power Station) reflecting the update of AEMO data.
Thursday morning 23rd May 2024 saw a media News Conference and announcement that Eraring closure will be delayed until August 2027 ... or possibly as far out as August 2029.
It's Tuesday 21st May 2024 and the AEMO has published an update to the 2023 ESOO ... about 8 months since the publication of the prior release, and 4 months before the 2024 ESOO....
Following a reminder in a phone call today, I've updated the date range in a NEMreview trend previously used in February to look at percentage of Underlying Demand in NSW supplied for each half...
Today (Wed 15th May 2024) Bruce Mountain writes an opinion piece in the Australian about the recent run of Administered Pricing in NSW, and what it means for the looming closure of Eraring and...
On Tuesday 30th April 2024 we reported of rumours about possible extension to Eraring Power Stations. In the 8 days that have followed since that update several things have happened. In this article we...
Enroute to Melbourne today for the EUAA National Conference starting tomorrow, I grabbed some flight time to have a quick read through the Grattan Institute’s latest offering – a 45-page report appropriately titled ‘Keeping...