ITK Research
NEM-dash
Articles
Daily-jot
Presentations
Energy Insiders Podcast
Other dashboards
About
/* real people should not fill this in and expect good things - do not remove this or risk form bot signups */
Categories
All
(5)
analysis
(1)
futures
(1)
gas
(3)
jot
(4)
nem
(4)
prices
(1)
sa
(1)
jotter
8 hour average prices
jot
nem
prices
One of the things I am constantly on about these days is the value of power over duration. Given a choice between more power and more duration I choose the former.
Apr 14, 2024
David Leitch
Gas sankey
jot
gas
DCCEEW produce some great Sankey diagrams and today I highlight gas supply and demand. Data relates to 2022. The figure makes it very obvious that most gas goes to LNG, and…
Mar 19, 2024
David Leitch
Move over once, move over twice
analysis
nem
gas
Under construction,Source:wwww.renewmap.com
Progress,source: NEM review
Over 50% in late 2025, source: ITK estimates
Feb 26, 2024
David Leitch
Gas share and price premium in Sth Australia
jot
nem
sa
gas
The following chart shows a six year 365 day rolling history of the gas share of demand (demand includes net imports), compared to the South Australian price premium. The…
Feb 14, 2024
David Leitch
Futures
jot
nem
futures
“NSW annd QLD”
“Vic and SA”
Feb 13, 2024
David Leitch
No matching items