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.
Headline Reports
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.
A precis of the ‘Exploring Wind Diversity’ analysis completed in Appendix 27 of GenInsights21
Almost 2.5 years since we released GenInsights21, today we’re publishing this article that contains a precis of the analysis included as Appendix 27 under the title ‘Exploring Wind Diversity’.
AER Wholesale Markets Quarterly published for 2024 Q1 … first in the triptych
On Thu 18th April 2024 the AER released its review of 2024 Q1.
GenInsights Quarterly Update for 2023 Q4 released
A somewhat belated note about our release of GenInsights Quarterly Updates report for 2023 Q4 earlier in March 2024.
The BOM reference document ‘Australian Space Weather Alert System’
This BOM document ‘Australian Space Weather Alert System’ might be a useful reference.
AEMO publishes GSOO 2024 … media headlines about Gas Shortages
On Thursday 21st March 2024, the AEMO released the Gas Statement of Opportunities (GSOO) for 2024 – warning of potential gas supply shortfalls as early as Winter 2025.
How many Semi-Scheduled units were submitting Self-Forecasts through 2023 (and how many of these were actually used in dispatch)?
Our GSD2023 was released just over 4 weeks ago. This is the second sequential article utilising the GSD2023 Data Extract to take a look across all the Semi-Scheduled units (i.e. Wind and Solar). In this case looking at use of Self-Forecasting, and revealing more questions …
How many Semi-Scheduled units have taken advantage of the market change that went live on 7th Aug 2023?
Our GSD2023 was released just over 4 weeks ago. Finally today I have a chance to utilise the GSD2023 Data Extract to take a look across all the Semi-Scheduled units (i.e. Wind and Solar) and see who’s been using MaxAvail in their bid to limit their plant availability … and the DUIDs that have not yet used this new facility.
Keeping Up with the Curtailment: 3.7TWh of semi-scheduled economic and network curtailment estimated in 2023
A chart of the the month-by-month semi-scheduled economic and network curtailment totals, along with the top 3 worst hit units over 2023.
State-of-charge: a peek into the economics and performances within the NEM’s battery fleet
A review of battery storage market performance in the NEM throughout 2023, a year in which where we saw the battery fleet double in size.
AEMO preliminary report identifies 4 separate Events … including trips* at 4 Generators and 1 Load
Some things in the AEMO’s Preliminary Operating Incident Report that stood out to me, and which will assist in our further investigations on WattClarity.
AEMO Preliminary Operating Incident Report (re Tue 13th February 2024) is available
AEMO’s preliminary operating incident report for what happened on Tuesday 13th February 2024 is available now.
The Generator Statistical Digest 2023 (GSD2023) is released
It’s Thursday 15th February 2024 and (in amongst the detailed analysis relating to Tue 13th Feb 2024 in Victoria) we’re releasing the GSD2023 … the Generator Statistical Digest for the 2023 calendar year.
A look into minimum generation levels at various coal plants, using the GSD2023
Nick Bartels from Greenview Strategic Consulting uses the GSD2023 to examine minimum and maximum generation levels at various coal and gas plants in the market.
AGL half-year results point to ‘strong financial performance’ for Torrens Island BESS (but not directly through the spot market)
Using our soon-to-be-released GSD2023, we can compare the market performance of AGL’s Torrens Island BESS against what was published in last week’s half-year results presentation from AGL.
GSD 2023 Uncovers Features in FCAS Enablement and Bidding
The release of GSD2023 supports a deep dive into its 10-year FCAS history section. We inspect three units of differing technology and make use of the data extract to uncover trends in participation.
Batteries, coal revenues and demand response units: Insights from the GSD2023
David Leitch provides his top insights from reading his (pre-published) copy of our GSD2023 – due to be released later this week.
Engie announces early closure of two dispatchable South Australian power stations
It was an article in the AFR, on the 6th of February 2024, that drew our attention back to generator closures. Engie have announced the early closure of Snuggery and Port Lincoln Power Stations.
Final report ‘Review of the Integrated System Plan’ for the Ministerial Council
Here’s a link to the final report ‘Review of the ISP’ from the Energy & Climate Change Ministerial Council back in January 2024.