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analysis (68)

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Articles

Eyes wide open

analysis

policy

Droughts

analysis

prices

Price analysis

analysis

prices

Gladstone -

analysis

data_centres

Data centre in Riverina

analysis

data_centres

CIS Dash

analysis

cis

Funding

analysis

gas

Gas supply and demand

analysis

gas

Victoria

analysis

gas

Replacing Yallourn

analysis

gas

Non coal dispatchibles

analysis

gas

Smart Energy 2025

analysis

gas

Social hour at the gas rodeo

analysis

gas

Solar houses subsides everyone else

analysis

networks

It is still wires and poles

analysis

networks

Carbon

analysis

der

Retail bills

analysis

der

A marriage of equals

analysis

der

Know your NEM

analysis

der

State of the climate

analysis

climate

LLM intro

analysis

LLM

Wasting time talking nuclear

analysis

transmision

Transmission_25

analysis

transmision

Frontier

analysis

nem

nuclear

Energyco update

analysis

transmission

nsw

VRE supply

analysis

VRE

CER amd networks

analysis

CER

networks

Buy big when supply is cheap

analysis

wind

Revenue and new supply

analysis

sales

batteries

If the chooks quack

analysis

policy

ITK demand model

analysis

demand

Demand

demand

analysis

Global generation fuel trends

analysis

The NEM in Spring

analysis

prices

Energy only markets may not do the job

analysis

nem

wind

Reviewing wind economics

analysis

nem

wind

ERCOT update

analysis

ERCOT

VRE update

analysis

nem

vre

Yesterdays note a draft sent in error

apologies

Gencost

analysis

nem

Golidlocks and the three fears

analysis

nem

forcefield

Eraring GEPA

analysis

nem

NSW

Origin

Snowy 2.0 - not so terrible business wise

analysis

nem

snowy

Go West, Southwest that is

analysis

Asia

ASEAN and Asia

analysis

Asia

futures up VRE down-nothing to see

analysis

nem

Wires and poles

analysis

nem

distribution

Batteries as a spot price driver

analysis

nem

sa

gas

batteries

ITK news

analysis

David Leitch and Paul Bandarian

Renewable NEM 2 - with transmission

analysis

nem

renewable

David Leitch and Paul Bandarian

Cost deflation in China

analysis

China

costs

Spot Price drivers

analysis

nem

prices

Above ground transmission

analysis

nem

transmission

People policy

analysis

nem

social_lic

Supply and demand forecast

analysis

nem

renewables

cis

Gas generation doesnt set prices all that often

analysis

nem

gas

Coal Gen Sensitivity

analysis

nem

coal

Liberals in thrall to the Nationals

analysis

politics

Generator Statistical Digest, Global-Roam

analysis

nem

GSD

batteries

Sharpe Ratio capital cost with firming

analysis

NEM

portfolio

Paul Bandarian, David Leitch

AGL as an investment

analysis

nem

listed

Global renewables by country

analysis

global

Looking Forward

analysis

nem

Alumina electrification would be a big win

analysis

QLD

aluminium

QLD new renewables

analysis

qld

Pumped Hydro and batteries

analysis

qld

storage

Sharpe ratio and renewables - part 1

analysis

nem

Transmission easements

analysis

nem

transmission

social_lic

Australia Primary Energy

analysis

Australia

energy