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.
All Posts
AEMO’s Quarterly Energy Dynamics for Q2 2025
A brief note that AEMO's Quarterly Energy Dynamics for Q2 2025 is published.
Today marks the go-live date for the AEMO’s new unit-level availability data and other STPASA changes, on 31st July 2025
New unit-level availability data and other changes to the STPASA process are scheduled to go live from today.
CSIRO releases the 2024-25 GenCost Final Report on Tuesday 29th July 2025
The CSIRO published the final version of their 2024/25 GenCost report yesterday.
Lower 1-second FCAS volatility continues in SA on Sunday 27th July 2025
A brief article to note the continued impact of the Tailem Bend to Tungkillo line outage on FCAS prices.
NEM-wide wind generation exceeds 10GW for the first time, on Friday evening 25th July 2025
A belated post to note a new all-time record for wind production was broken on Friday evening.
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.
Four questions we’re pondering ahead of the 2025 Clean Energy Summit in Sydney next week
A primer ahead of the CEC’s Clean Energy Summit in Sydney next week, highlighting just a few of the many questions on our minds.
Volatility within the contingency FCAS market in SA today, Thursday 24th July 2025
A short post to note some price volatility for the 'Lower 1 Sec' contingency FCAS commodity in SA today, with prices flickering between the FCAS price floor and the market price cap.
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.
Guest Authored Posts
Modelling prices in a post-coal NEM: When batteries dominate the market
Paul Bandarian and David Leitch from ITK Services share modelling results for a post-coal NEM, arguing today’s electricity prices can be maintained if batteries become the dominant price-forming technology and solar is structurally supported.
Runway cost allocation – ready for liftoff?
Allan O'Neil unpacks a proposal under consideration by the AEMC to apply “runway” cost allocation to contingency FCAS, explaining how this could materially change who pays for frequency security in the NEM.
Detailed Analysis
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