What’s the 2024 ESOO say about Data Centres?
For ease of future reference (with more analysis coming – time permitting) we’ve extracted what we can find in the 2024 ESOO about Data Centre electricity consumption, and growth forecasts.
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AEMO calls for tenders for supply of RERT (in South Australia) for summer 2024-25
After releasing the 2024 ESOO on Thursday morning 29th August 2024, in the afternoon the AEMO called for tenders for supply of RERT (Reserve Trader) in South Australia for summer 2024-25.
What’s the 2024 ESOO assume, in terms of coal unit performance?
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 to 2022).
Once through the ESOO (for 2024)
After an initial skim through the 2024 ESOO, here’s (the start of) a collation of thoughts that it triggers.
AEMO releases 2024 ESOO on Thursday 29th August 2024
On Thursday 29th August 2024 the AEMO released the 2024 ESOO (Electricity Statement of Opportunities) for the NEM. Here’s where to get it, and also links to relevant news media articles that we’ve seen.
(Update of) long-term trends of (the high points of) Aggregate Scheduled Target
In this second excerpt from GenInsights Quarterly Updates for 2024 Q2, we share (some of) the updated analysis completed of Aggregate Scheduled Target (a metric that points to the requirement for Firming Capacity).
Coal-fired unit performance has improved markedly from the ‘dog year’ that was 2022
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.
GenInsights Quarterly Updates for 2024 Q2 released
(Last week) on Thursday 22nd August 2024 we released our ‘GenInsights Quarterly Updates’ detailed review of 2024 Q2, and on Friday we delivered an Executive Briefing to one of our clients.
What the last twenty years of the ESOO tells us about blackout predictions
After skimming through the last twenty editions of the ESOO over the past couple of days, Dan shares some thoughts about what has and hasn’t changed over the years.
GenInsights Quarterly Updates for 2024 Q1 belatedly released, on Mon 12th August 2024
A belated article about the belated release (on Monday 12th August 2024) of GenInsights Quarterly Updates for 2024 Q1.
Quarterly Reviews (for 2024 Q2) from AEMO and AER released same day … on Wednesday 24th July 2024.
On Wednesday 24th July 2024, the AEMO and AER *both* published their quarterly reviews of 2024 Q2 … here are some quick notes for future reference.
AEMO releases the 2024 ISP
The release of the 2024 ISP is a key focal point in the energy transition. Released today, 26 June, we note the publication and media attention.
Who’s who in the ESOO Part 2
Part 2 of this analysis into the latest update of the ESOO, its modelling, and the project development pipeline.
Who’s who in the ESOO
A compiled list of development projects delayed or leaving the market in between the ESOO2023 and its update released two weeks ago. Along with some analysis of longer term trends with the development pipeline.
AEMO publishes a tender for Interim Reliability Reserves (i.e. Reserve Trader)
Following today’s publication of the AEMO has also called for ‘Interim Reliability Reserves’ for summer 2024-25.
AEMO releases an update to the 2023 ESOO on Tuesday 21st May 2024
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. Some implications for the anticipated closure of Eraring?
Regulation FCAS Costs in 2023
Following a presentation with the CEC, Linton shared some insights into FCAS Regulation costs for wind and solar units over last calendar year.
Presentation for the Clean Energy Council about VRE performance and firming
This afternoon, Linton and Dan spoke to an audience organised by the Clean Energy Council about VRE and firming – with some snippets to be posted on WattClarity in coming days.
Presentation to BofA Securities audience about Risk, Uncertainty and Volatility in the energy transition
Today we spoke to an audience organised by BofA Securities about Risk, Uncertainty and hence Volatility in the energy transition.
AEMO’s Quarterly Energy Dynamics (QEC) for 2024 Q1 … second in the triptych
Five days after the AER released its quarterly review, the AEMO has released its Quarterly Energy Dynamics for 2024 Q1 … as the second leg of the triptych of detailed quarterly reviews.