Articles

Global renewables share

Economics & Investment
Market Analysis
Sep 22, 2025
David Leitch

Futures

Economics & Investment
Market Analysis
Sep 19, 2025
David Leitch

The road to 80

Policy & Regulation
Renewable Technology
Energy Transition
Sep 8, 2025
David Leitch

Wind cost inflation

Renewable Technology
Economics & Investment
Market Analysis
Sep 8, 2025
David Leitch

Eyes wide open

analysis
policy
Aug 25, 2025
David Leitch

Droughts

analysis
prices
Aug 3, 2025
David Leitch

Price analysis

analysis
prices
Jul 27, 2025
David Leitch

Gladstone -

analysis
data_centres
Jul 18, 2025
David Leitch

Data centre in Riverina

analysis
data_centres
Jul 9, 2025
David Leitch

CIS Dash

analysis
cis
Jul 8, 2025
David Leitch

Funding

analysis
gas
Jun 27, 2025
David Leitch

Gas supply and demand

analysis
gas
May 29, 2025
David Leitch

Victoria

analysis
gas
May 26, 2025
David Leitch

Replacing Yallourn

analysis
gas
May 9, 2025
David Leitch

Non coal dispatchibles

analysis
gas
Apr 15, 2025
David Leitch

Smart Energy 2025

analysis
gas
Apr 1, 2025
David Leitch

Social hour at the gas rodeo

analysis
gas
Apr 1, 2025
David Leitch

Solar houses subsides everyone else

analysis
networks
Mar 24, 2025
David Leitch

It is still wires and poles

analysis
networks
Mar 24, 2025
David Leitch

Carbon

analysis
der
Mar 3, 2025
David Leitch

Retail bills

analysis
der
Feb 26, 2025
David Leitch

A marriage of equals

analysis
der
Feb 13, 2025
David Leitch

Know your NEM

analysis
der
Feb 4, 2025
David Leitch

State of the climate

analysis
climate
Jan 28, 2025
David Leitch

LLM intro

analysis
LLM
Jan 24, 2025
David Leitch

Wasting time talking nuclear

Market Analysis
Policy & Regulation
Economics & Investment
Dec 27, 2024
David Leitch

Transmission_25

Infrastructure
Policy & Regulation
Dec 20, 2024
David Leitch

Frontier

analysis
nem
nuclear
Dec 13, 2024
David Leitch

Energyco update

Regional/State
Infrastructure
Renewable Technology
Dec 10, 2024
David Leitch

VRE supply

Market Analysis
Renewable Technology
Energy Transition
Nov 28, 2024
David Leitch

CER amd networks

Social & Community
Renewable Technology
Economics & Investment
Nov 26, 2024
David Leitch

Buy big when supply is cheap

International
Renewable Technology
Economics & Investment
Nov 15, 2024
David Leitch

Revenue and new supply

Market Analysis
Economics & Investment
Nov 1, 2024
David Leitch

If the chooks quack

Policy & Regulation
Energy Transition
Oct 17, 2024
David Leitch

ITK demand model

Market Analysis
Energy Transition
Oct 14, 2024
David Leitch

Demand

Market Analysis
Energy Transition
Sep 30, 2024
David Leitch

Global generation fuel trends

International
Renewable Technology
Energy Transition
Sep 17, 2024
David Leitch

The NEM in Spring

Market Analysis
Renewable Technology
Sep 2, 2024
David Leitch

Energy only markets may not do the job

Renewable Technology
Market Analysis
Economics & Investment
Aug 20, 2024
David Leitch

Reviewing wind economics

Renewable Technology
Economics & Investment
Aug 1, 2024
David Leitch

ERCOT update

International
Market Analysis
Jul 24, 2024
David Leitch

VRE update

Renewable Technology
Market Analysis
Jul 3, 2024
David Leitch

Yesterdays note a draft sent in error

apologies
Jul 3, 2024
David Leitch

Great Expectations

Social & Community
Policy & Regulation
Jun 23, 2024
David Leitch

Gencost

Emerging Tech
Economics & Investment
Policy & Regulation
Jun 13, 2024
David Leitch

Golidlocks and the three fears

Social & Community
Renewable Technology
Jun 10, 2024
David Leitch

Eraring GEPA

Market Analysis
Energy Transition
Economics & Investment
May 28, 2024
David Leitch

Snowy 2.0 - not so terrible business wise

Renewable Technology
Economics & Investment
Infrastructure
May 24, 2024
David Leitch

Go West, Southwest that is

Infrastructure
Renewable Technology
Regional/State
May 6, 2024
David Leitch

ASEAN and Asia

International
Energy Transition
May 3, 2024
David Leitch

futures up VRE down-nothing to see

Market Analysis
Apr 29, 2024
David Leitch

Wires and poles

Infrastructure
Economics & Investment
Apr 22, 2024
David Leitch

Batteries as a spot price driver

Renewable Technology
Market Analysis
Infrastructure
Apr 16, 2024
David Leitch

ITK news

Market Analysis
Apr 12, 2024
David Leitch and Paul Bandarian

Renewable NEM 2 - with transmission

Renewable Technology
Infrastructure
Market Analysis
Apr 12, 2024
David Leitch and Paul Bandarian

Cost deflation in China

International
Economics & Investment
Renewable Technology
Apr 3, 2024
David Leitch

Spot Price drivers

Market Analysis
Economics & Investment
Mar 25, 2024
David Leitch

Above ground transmission

analysis
nem
transmission
Mar 20, 2024
David Leitch

People policy

Social & Community
Policy & Regulation
Renewable Technology
Mar 14, 2024
David Leitch

Supply and demand forecast

Renewable Technology
Market Analysis
Energy Transition
Mar 3, 2024
David Leitch

Gas generation doesnt set prices all that often

analysis
nem
gas
Feb 17, 2024
David Leitch

Coal Gen Sensitivity

analysis
nem
coal
Feb 15, 2024
David Leitch

Liberals in thrall to the Nationals

analysis
politics
Feb 14, 2024
David Leitch

Generator Statistical Digest, Global-Roam

Renewable Technology
Market Analysis
Economics & Investment
Feb 11, 2024
David Leitch

Sharpe Ratio capital cost with firming

Market Analysis
Renewable Technology
Economics & Investment
Feb 8, 2024
Paul Bandarian, David Leitch

AGL as an investment

Market Analysis
Energy Transition
Economics & Investment
Feb 6, 2024
David Leitch

Global renewables by country

International
Renewable Technology
Energy Transition
Jan 24, 2024
David Leitch

Looking Forward

analysis
nem
Jan 16, 2024
David Leitch

Alumina electrification would be a big win

analysis
QLD
aluminium
Jul 30, 2023
David Leitch

QLD new renewables

Regional/State
Renewable Technology
Infrastructure
Jul 24, 2023
David Leitch

Pumped Hydro and batteries

Renewable Technology
Infrastructure
Regional/State
Jun 1, 2023
David Leitch

Sharpe ratio and renewables - part 1

Market Analysis
Renewable Technology
Economics & Investment
May 24, 2023
David Leitch

Transmission easements

analysis
nem
transmission
social_lic
Mar 24, 2023
David Leitch

Australia Primary Energy

Energy Transition
Policy & Regulation
Market Analysis
Sep 24, 2022
David Leitch
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