Is the price right? A historical exploration into the NEM’s price cap
Dan dives into the history of the NEM’s market cap and explores how high-end prices contribute to regional settlement costs and cap payouts.
All Posts
‘Market Demand’ jumps by 404MW on Wednesday morning 7th May 2025
Another short article to record this 404MW jump in ‘Market Demand’ in the Victorian region from the 07:50 to 07:55 dispatch interval (NEM time) on Wednesday 7th May 2025.
A review of the traditional form of Demand Response (part 1)
I'm slated to participate at a panel session at the EUAA National Conference on Wednesday 7th May 2025, so have prepared some analysis to talk through...
Submissions from the initial consultation of the Nelson Review made public
All public submissions from the initial consultation stage of the Nelson Review are now available on the DCCEEW website.
Green shoots of pragmatism at the CEC’s Clean Energy Investor Forum in Sydney on 3rd April 2025?
Before tomorrow's CEC WInd Forum, I wanted to piece together this quick record of the inaugural Clean Energy Investor Forum (CEIF) by the CEC in Sydney on Thursday 3rd April 2025
There are (at least) 4 Lenses, through which to view Coal Closure
The way I see it, there are at least these 4 lenses that need to be viewed together to understand the complexities relating to coal closure.
464MW drop in ‘Market Demand’ in NSW on Sunday 4th May 2025
Flagging this 464MW drop in 'Market Demand' in NSW on Sunday 4th May 2025, as something that might be explored later...
AEMC underway with review of the Centralised Negawatt Dispatch Mechanism (a.k.a. the WDRM), and consultation closed
Submissions at the AEMC already closed over a week ago, with respect to their review of WDRM. Here's some starting thoughts ...
Playing ‘Blackout Buzzword Bingo’ with recent events
In the Social Media commentary (and even full media articles) following the recent Blackout it feels a bit (frustrating and) like playing 'Blackout Buzzword Bingo' in trying to understand what actually happened...
Blackout in Bali on 2nd May 2025
With much attention in the past week being focused on the major blackout on the Iberian Peninsula in Europe, it’s worth noting there was a blackout in Bali on Friday 2nd May 2025
Guest Authored Posts
We need more research on storage trading
In this guest post, Greg Williams calls for more research into how storage bidding—particularly auto-rebidding—is reshaping price formation and competition as flexible assets take centre stage in the NEM.
Battery bidding is reshaping FCAS — But Demand Response remains a strategic asset
Paul Moore of Viotas look at recent supply-demand dynamics within the contingency FCAS markets and whether demand response can play a role.
Detailed Analysis
P30 Predispatch forecasts after 5-minute settlement–what do they mean?
30-minute pre-dispatch provides critical forward price information to the NEM - but what exactly will it mean after five-minute settlement? Marcelle takes a look.
Ranking wind farm performance and FCAS costs in the NEM in 2020
Which wind farms performed best in 2020? Marcelle extracts data from the GSD2020 to compare spot (and LGC) revenue, and FCAS cost performance, across wind farms in the NEM.
Where’d the wind go, during the last week of April?
Over the week that has just passed we kept noticing production from wind farms across the NEM was fairly muted - so we've had a look at what it meant, in aggregate daily capacity...
Announcing development of ‘Generator Insights 2021’, and inviting your pre-order
As alluded to in several recent articles, we have underway a process for updating the ~180 page analytical component included in the Generator Report Card 2018 (released 23 months ago now). We are targeting...
Large-scale solar farm revenue in 2020 part 2 – considering LGCs
Marcelle extends last week's comparison of solar farm energy spot market revenue in 2020 by adding in an estimate of the LGC (green certificate) revenue.
A Comparison of Large-Scale Solar Farm Revenue in 2020
Which solar farms performed best in 2020? Marcelle compares spot revenue performance across the NEM.
Using the GSD2020 to explore operating patterns across generation types
With the release of the Generator Statistical Digest 2020, Marcelle Gannon takes a look at how it can be useful for identifying and exploring different patterns of generation.
AEMO releases ‘Quarterly Energy Dynamics’ for Q4 2020
Quite a synergistic coincidence today that, at the same time as we are finalizing the release of the GSD2020, we see the AEMO publishes its Quarterly Energy Dynamics for Q4 2020.