Articles

Global Electricity Trends

Global

The Changing Shape of the NEM

Storage

Generation

Australian Safeguard Mechanism

Policy

NSW Coal Spot Profits Set to Fall 30%-40% Thanks to Batteries

Generation

Coal Generation in the NEM - GSD 2026

Generation

Powering Data Centres and Smelters - A Government Monopoly May Be the Future of the NEM

Demand

Markets

Australian Electric Vehicle Policy Reviews - 2026

EVs

Policy

Australian Safeguard Mechanism

Policy

Networks lose 10% of volumes

Networks

Ocean heat is bad for Australia

Climate

Post coal spot prices

Markets

Generation

Paul Bandarian (principal), David Leitch

NSW wind race to FID

Generation

Investment

2026 ISP

Networks

Policy

Residential prices again

Markets

CIS

Policy

Demand Growth

Demand

Global-Electricity prices

International

Markets

Evolution

Markets

QLD

Generation

Global renewables share

International

Generation

Futures

Markets

The road to 80

Policy

Generation

Wind cost inflation

Generation

Investment

Eyes wide open

Policy

Droughts

Generation

Climate

Price analysis

Markets

Gladstone -

Networks

Demand

Data centre in Riverina

Demand

CIS Dash

Policy

Funding

Investment

Gas supply and demand

Generation

Markets

Victoria

Generation

Markets

Replacing Yallourn

Generation

Non coal dispatchibles

Generation

Smart Energy 2025

Generation

Markets

Social hour at the gas rodeo

Generation

Policy

Solar houses subsides everyone else

Generation

Networks

It is still wires and poles

Networks

Carbon

Climate

Retail bills

Markets

Demand

A marriage of equals

Generation

Know your NEM

Markets

State of the climate

Climate

LLM intro

Demand

Wasting time talking nuclear

Policy

Generation

Transmission_25

Networks

Policy

Frontier

Generation

Policy

Energyco update

Networks

Policy

VRE supply

Generation

Markets

CER amd networks

Demand

Networks

Buy big when supply is cheap

International

Investment

Revenue and new supply

Markets

Investment

If the chooks quack

Policy

ITK demand model

Demand

Demand

Demand

Global generation fuel trends

International

Generation

The NEM in Spring

Markets

Generation

Energy only markets may not do the job

Markets

Investment

Reviewing wind economics

Generation

Investment

ERCOT update

International

Markets

VRE update

Generation

Markets

Great Expectations

Policy

Gencost

Generation

Investment

Golidlocks and the three fears

Markets

Generation

Eraring GEPA

Markets

Investment

Snowy 2.0 - not so terrible business wise

Storage

Investment

Go West, Southwest that is

Networks

Generation

ASEAN and Asia

International

futures up VRE down-nothing to see

Markets

Generation

Wires and poles

Networks

Investment

Batteries as a spot price driver

Storage

Markets

ITK news

Markets

David Leitch and Paul Bandarian

Renewable NEM 2 - with transmission

Networks

Generation

David Leitch and Paul Bandarian

Cost deflation in China

International

Investment

Spot Price drivers

Markets

Above ground transmission

Networks

People policy

Policy

Supply and demand forecast

Generation

Markets

Gas generation doesnt set prices all that often

Generation

Markets

Coal Gen Sensitivity

Generation

Markets

Liberals in thrall to the Nationals

Policy

Generator Statistical Digest, Global-Roam

Generation

Markets

Sharpe Ratio capital cost with firming

Investment

Generation

Paul Bandarian, David Leitch

AGL as an investment

Markets

Investment

Global renewables by country

International

Generation

Looking Forward

Markets

Alumina electrification would be a big win

Demand

QLD new renewables

Generation

Storage

Pumped Hydro and batteries

Storage

Generation

Sharpe ratio and renewables - part 1

Investment

Generation

Transmission easements

Networks

Australia Primary Energy

Demand

Policy