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.
All Posts
A quick look at some of the market dynamics around the NEM during this afternoon’s frequency episode
This afternoon we saw mainland frequency briefly step above its normal operating band for approximately 20 minutes — potentially the result of a data glitch. In this quick piece, we unpack some market dynamics...
Specifics of the frequency excursion (well outside the NOFB) on Thursday 6th November 2025
In the first hasty article about today's (Thu 6th Nov 2025) frequency spike, we see it quickly went past the NOFB. So, in this article, we look at how far ...
‘Market Demand’ in South Australia drops by 216MW (or 21%) on Thursday afternoon 6th November 2025
Worth recording this other ez2view ‘Notification’ widget alert received at 14:11 (NEM time) on Thursday 6th November 2025 to mark a large-size drop in ‘Market Demand’ in South Australia.
Was that a data glitch that saw lunchtime ‘Market Demand’ ramp in Victoria by 1,812MW?
Given the large ramp in frequency around midday Thu 6th Nov 2025, coincident with a large apparent ramp in 'Market Demand' in Victoria, we suspect a data glitch.
Major spike in mainland frequency, on Thursday 6th November 2025
A short note with this snapshot from our live frequency reading over the past hour showing a spike well outside of the Normal Operating Frequency Band on Thursday 6th November 2025
AEMO released its first (redacted) ‘Thermal Audit’ Report on Wednesday 5th November 2025
On Wed 5th November 2025 the AEMO has released its first ‘Thermal Audit’ (redacted) Report, which provides 'a review of the flexibility and capability of the thermal generation fleet'
Spot price volatility in South Australia on Wednesday evening 5th November 2025
A very short article with a snapshot from NEMwatch at 19:30 on Wednesday evening 5th November 2025 to mark some evening volatility.
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.
Volatility in FCAS (Regulation and Contingency) prices in Tasmania on Wednesday 5th November 2025
A quick record of some volatility today in Regulation (and Contingency) FCAS prices in Tasmania on Wednesday 5th November 2025.
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
Frequency performance payments 44 days in, part 2
Categories with a longer bar left of zero are losing more of their spot energy market revenue to regulation and PFR costs.
Basslink flows shift since end of agreement on 30th June 2025
An agreement restraining how Basslink is bid into the energy market has ended, resulting in changes in bidding and energy flows.
Frequency Performance Payments 44 days in
An initial review of payment and cost outcomes of the first 44 days of financial operation of the FPP arrangements.
The trend continues: a review of Q2 2025 spot prices
For nearly a decade, we’ve published annual reviews of Q2 prices to highlight the growing volatility during this period. Here’s our latest edition, examining how Q2 2025 compared.
ENTSO-E is also investigating the 28th April 2025 blackout on the Iberian Peninsula
For those interested in ‘what happened, why and what should be done about it’ with respect to the 28th April 2025 blackout on the Iberian Peninsula, ENTSO-E is also investigating.
Red Electrica report on the “Blackout in Spanish Peninsula Electrical System on 28th of April 2025”
On Wednesday 18th June 2025 Red Eléctrica (REE) published on the “Blackout in Spanish Peninsula Electrical System on 28th of April 2025” .
The Non-Confidential Report (182 pages) into the Iberian blackout
Earlier today we wrote about the ‘News Release on the blackout on the Iberian Peninsula...’. Here's the report (which we could not find at the time).
North-south switcheroo as solar conditions swing opposite directions over Autumn 2025
Rainfall and cloud cover has split Australia this autumn, delivering a mixed bag of solar irradiance conditions for solar farms across the NEM.