A look this morning at the new record (set yesterday – Tuesday 20th July) for NEM-wide wind production.Read More
Long-Term Market trends and forecasts
Blowing a gale across SE Australia … but July has not (yet?) hit a new peak instantaneous wind output record
A quick look at monthly stats shows that, whilst it’s been blowing a gale in SE Australia in recent days, it’s not yet set a new ‘peak instantaneous wind farm output’ record.
End of the road looming – for Liddell, and also AGL’s Torrens B … and another day delay for Callide C3!
More changes to retirement schedules in the market prompt me to power up the ‘MT PASA DUID Availability’ widget in ez2view once again…
Discussion in a number of different places (including an AFR article today) prompted me to pull some data together of how (spot and futures) prices have trended through 2021, and how they changed with the Callide C4 problems.
In order to assist discussions on social media about what’s been happening with Callide C4 over the past 10 years, using the GSD2020 I’ve published some actual detailed performance metrics.
Last night, in addition to the dramas unfolding in the QLD region, we set a new record for coincident NEM-wide wind production – eclipsing the prior record from exactly 6 weeks ago.
A shorter article – thinking more about the future, prompted by one of the factors that contributed to the price volatility seen in South Australia on Friday 12th March 2021
Prompted by several different conversations offline in early 2021, I’ve taken a quick look at what have been traded volumes (on ASX) of the traditional ‘PEAK’ hedge contract for the NSW, QLD, VIC and SA regions. What does this tell us about a market view of the energy transition?
A report released this week by Green Energy Markets and the IEEFA exploring the prospect of accelerated coal closures, has itself caused some ripples…
A longer-term trend of the incidence of negative prices across each region of the NEM … and, most interestingly, the pattern by time of day.
A chart we threw together quickly at Beer O’Clock today (from the imminent release of the GSD2020) was worth sharing more broadly on WattClarity today…
Several conversations this week prompted me to update the long-term view of how spot prices have trended over time (in particular because average prices in 2020 were quite different than recent years).
Following a week where several days saw price volatility in NSW (with this being so extreme that Reserve Trader was triggered on Thursday 17th December) we’ve taken a look at the comparative performance of coal units across the NEM (and particularly in NSW) compared to prior years.
Patricia Boyce’ challenging question coincided with the low point of cyclic wind output across the NEM this afternoon, and prompted some thinking…
Questions from several readers prompted this quick look at the long-term trend of coal generation.
A question over the weekend prompts this article, which follows from discussions to a Vestas-organised audience about revenue patterns and trends for Wind Farms in the NEM.
Spurred by a number of concurrent requests I’ve returned to the pattern of prior analysis of Q2 prices (completed in 2016, 2017 and 2018) to look at what’s changed for Q2 2020 that’s just ended. Some stakeholders clearly taken by surprise. Analysis includes the SWIS in Western Australia
Prompted by what I’d seen in the (daily) periodic cycling of aggregate wind production recently, I took more of a look at what’s been apparent over time.
A brief look at what’s been happening at Bald Hills Wind Farm – over the 18 months since January 2019, but most particularly in the past couple weeks where output has dropped down near zero.
An article today providing links to the ‘Renewable Integration Study’ which the AEMO released today, and also to the headline media coverage I have seen on my quick scan this morning.