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.
All Posts
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'.
We can’t say yet if grid-breaking thunderstorms are getting worse – but we shouldn’t wait to find out
Reflecting on the transmission tower failures in Victoria in February, a group of researchers from the University of Melbourne have put together this summary of what the long-term wind data is showing, and what...
Generation gone with the wind
Ashleigh Madden of WeatherZone reports that a cold front has marched across southern Australia, breaking the week-long wind lull.
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.
Summer reflections
Guest author, Carl Daley from EnergyByte, provides this summary of summer 2024 - covering price volatility, consolidation of the twin peaks dynamic, and BESS performance.
The wind is back … some days earlier than suggested in AEMO’s older forecasts
A short note (on Thursday morning 18th April 2024) about how (and some questions why) aggregate wind farm production in the NEM is back, earlier than initially forecast.
Brief Case Study of low aggregate VRE (Wind + Large Solar) on Saturday 13th April 2024 … Part 1?
Taking a quick look at the dispatch interval through this period of low aggregate wind harvest that also saw lowest aggregate VRE (Wind + Large Solar).
Has the wind lull of early 2024 Q2 spooked the futures market?
A quick look at how the current spell of low wind production has coincided with (and contributed to) a rise in futures prices.
Guest Authored Posts
24 GW in 24 months, a race against time for the NEM
Following his presentation at All-Energy in Melbourne last week, David Dixon reports on the state of the NEM's ambition to reach 82% renewables by 2030.
The implications of the Solar Sharer Offer (SSO) and Default Market Offer (DMO) review outcome on energy sellers
In this guest-authored article, Connor James explains the upcoming changes to the DMO, including the much publicised Solar Sharer Offer (SSO), and potential implications for energy sellers in NSW, SEQ, and SA.
Detailed Analysis
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