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Research articles
1–2 per week
Long-form NEM notes: coal closures, battery revenue, policy, international comparisons. Same as the Articles page, in your inbox.
AI and datacentre economics
As published
The compute build-out and what it costs: chips and foundry capacity, datacentre capex and siting, power supply and connection, model and token economics, financing and valuations. Same as the AI economics page, in your inbox.
Midday NEM snapshot
Daily, around midday Sydney
- Spot VWAP vs 7-day and last-year
- Coal offline
- Wind, last 8h vs 7-day
- STTM gas prices
Evening peak report
Daily, after the evening peak
- Peak prices vs 7-day and last-year
- Coal offline
- Battery fleet SOC vs yesterday and a week ago
- STTM gas
- Predispatch, next 24h
Beta iOS dashboard app
Waitlist — limited spots
Closed iPhone beta: real-time NEM prices, generation, outages, battery SOC. Via TestFlight; we contact selected applicants. Ticking this box joins the waitlist, not the beta.