Report ‘Fast Erosion of Coal Plant Profits’ prompts questions
A report released this week by Green Energy Markets and the IEEFA exploring the prospect of accelerated coal closures, has itself caused some ripples…
generator oversupply
Examining why Pelican Point didn’t bid full capacity into the NEM on Wednesday 8 February
Some thoughts by our guest author, about possible reasons why Engie did not bid full output of Pelican Point power station into AEMO on Wednesday 8th February (i.e. the time at which load shedding eventuated).
About the looming (potential) closure of Hazelwood power station
Some initial thoughts following articles about the mooted closure of Hazelwood Power Station as early as April 2017.
Infigen Energy suffering from “wind correlation penalty” in South Australian wind farms
Some thoughts about the possible uplift to Infigen Energy revenues, stemming from higher forward contract prices in the South Australian region of the NEM
Failure to satisfy the LRET – Prospects and Implications
Some considerations, posted by guest author Andrew George, about the Large-Scale Renewable Energy Target Scheme
Northern Power Station becomes the next domino to fall
Following today’s announcement of the closure of Alinta’s Northern Power Station in South Australia
The NEM reaches Peak Gas
Following from several earlier articles, Core Energy provides their view of the future of gas use in power generation
Is the changing generation mix in the NEM requiring it to start making capacity payments?
Some thoughts about Capacity Payments – given the article in the AFR yesterday
About Snowy’s purchase of the Colongra peaker
Some thoughts following the purchase of the Colongra peaking plant in the dying days of 2014.
An illustration of increasing generation oversupply in the National Electricity Market
To augment today’s article in the Australian Financial Review, here’s an illustration of the growing oversupply.
Electricity spot prices crushed from all sides
Low prices today in South Australia and Queensland for various reasons – but summed up by a large oversupply of capacity
A 60% Instantaneous Reserve Plant Margin – even with plant out for maintenance
A massive overhang of capacity seen today – leading to price suppression
… 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)
Privatising profits whilst socialising costs – part 1 (wholesale)
Some initial thoughts about some of the areas (in the wholesale market) where there’s been finger-pointing in different directions about “socialising costs whilst privatising profits”
Volumes and revenues crunched by oversupply
Following the article in the FinReview today about EnergyAustralia…