Incumbent Retailers under siege on both sides
Several things we’ve noticed about what’s been changing in the electricity retail landscape in Australia’s electricity markets.
Long-Term Market trends and forecasts
Who are the biggest carbon emitters, in the National Electricity Market?
Some analysis of carbon emissions for large generation portfolios in the NEM, and comparison with prior post about wind production levels.
Is AGL Energy actually the NEM’s greenest generator?
A different look at the numbers suggests that AGL Energy does have some green credentials…
… so what would the similar trend look like for the (larger) AGL
Following last week’s analysis of EnergyAustralia’s larger portfolio we do the same thing for AGL Energy (including Macquarie Generation)
Volumes and revenues crunched by oversupply
Following the article in the FinReview today about EnergyAustralia…
Behind all the buzz about Solar PV…
Some thoughts about solar PV, and energy efficiency, and the effects they seem to be producing at home.
A few thoughts on the RET Review process
Some assorted thoughts about the RET, and the RET Review process currently underway
Three Possible Business Models for Distributed Storage
GSES recently gave a presentation at the APVI workshop in Brisbane as part of the International Battery Association conference.
The content of the presentation would be of interest to WattClarity readers, hence this guest post – which focuses on three possible future business models, that would mean very different outcomes to the incumbents that have become accustomed to “business as usual” over many years.
One left-of-field option for generator rationalisation
A thought-bubble, triggered by the recent knock-back at the ACCC of AGL’s bid to acquire Macquarie Generation
The continuing change in the NEM landscape
Second article by Paul Taliangis (of Core Energy) looking at some of the broader changes at work in the NEM.
We are on track to meet the STC target so why hasn’t the Clearing House worked?
Some observations about where the market for STCs seems headed, following my presentation at All Energy earlier in October.
The changing role of gas in the NEM
A few thoughts from another guest commentator (Paul Taliangis @ Core Energy) about where gas-fired generation volumes look set to go.
The NEM might support 37% energy supplied from wind – but it would still require at least 21GW of non-wind capacity on standby
A hypothetical case of what production patterns from wind might look like through a year with increased installed capacity of wind farms.
Aggregate wind farm output growing, but intermittency still remains
A more detailed look at how the percentage of energy supplied in the NEM from wind has risen to be 3.5% on an annual basis – though the degree of indeterminacy continues to be significant despite the growing diversification of wind farm sites.
Performance of wind farms, to date in 2013
Here’s a view of how daily wind farm production (by region, and NEM-wide) has trended over the 2013 calendar year to date – the correlation of output on a daily basis, and the contribution towards regional and NEM-wide demand
Long-term trend shows coal being crunched
A chart and a table presented today at FutureGAS highlighting how the dominance of coal in power generation across the NEM is starting to shift.
How has Demand Diversity changed, over 15 summers?
Some analysis of the extent to which Demand Diversity (the degree to which peak demands in each region occur at different times) has changed in 15 years. If there are changes, it could be a factor at play in why peak demand has been changing.
A more detailed look at how demand has trended over 15 summers in the NEM
A longer-term look at how summer (peak and average) demand has trended over the 15 years of NEM history to date.
To what extent is Wind reducing spot prices in South Australia?
Some starting thoughts, about the extent to which increased wind farm output has been responsible in the drop in spot prices in South Australia from the high levels seen in 2008.
Trends in Production and Spot Revenues at 4 coal-fired stations
A number of recently announced closures of (and cut-backs in) a variety of coal-fired power station units across the NEM (including Northern, Yallourn, Munmorah and Tarong) – claimed to be a result of carbon pricing – generated significant interest in the press, and interested us to open NEM-Review and have a look at longer term trends, and the extent to which that attribution might be true.