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.
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…
Following the consultation process conducted by the AER (stemming from their Issues Paper 3 months ago) the AER has today submitted a rule change request to the AEMC relating to Semi-Scheduled generation.
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.
Following on from Friday’s article (which considered the AER Issues Paper) this article delves into more detail of those extremes of ‘Aggregate Raw Off-Target’ across all Semi-Scheduled units that have been recorded over the past 10 years. There’s a clear clustering of cases in 2019 – what does it mean?
Prompted by the recent AER Issues Paper (submissions on that due today – Friday 24th July) but also aware that I’ve not yet published some broader thoughts in response to the ESB’s requests for input into their Discussion Paper on the Two Sided Market concept, I’ve posted some further thoughts. These have been informed by a longitudinal analysis of Aggregate ‘Raw Off-target’ values across all Semi-Scheduled plant.
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.