Hey Reader, welcome to The Energy. In today's edition: AEMO unit may be at heart of new NEM investment prop Brickbats and bouquets for NSW batteries twist Yallourn limps to finish line Mission Possible for Nelson Review A central contracting entity, as the linchpin of a more transparent and efficient market, could replace opaque federal and state schemes struggling to support investment in NEM generation today. The AEMO Services unit of the Australian Energy Market Operator, which already...
2 days ago • 7 min read
Hey Reader, welcome to The Energy's weekly data newsletter. This week we dive deeper into the latest data on global energy investment from the International Energy Agency. Good and bad news in clean energy In good news for all bar the LinkedIn warriors still second guessing the clean energy transition, global investment in clean energy is outstripping traditional fossil fuels by a widening margin, led by China’s solar and battery boom. But in bad news for everyone – whether they recognise it...
3 days ago • 5 min read
Hey Reader, welcome to The Energy. In today's edition: Janetzki tips $1.4b into Townsville-Mt Isa powerline Craig Memery on solving the energy trilemma No sale of Tassie state-owned energy businesses: Rockliff CopperString 3.0 takes shape Queensland Treasurer and Energy Minister David Janetzki flagged a $1.4 billion increase in the state budget for the transformational CopperString transmission project, taking the commitment to $2.4 billion over four years. Janetzki said prioritising the...
4 days ago • 8 min read
Hey Reader, welcome to The Energy. In today's edition: More momentum needed to transition the Hunter Transmission is costly but delaying costs more Climate leader signs on to shape transition Dodging the decarbonisation wall The emerging Hunter precincts need green hydrogen, reliable zero-emissions electricity and its transmission, and carbon capture, according to industrial ecologist Chris Oughton. In many respects the Hunter is very similar to the Kwinana Industrial Area in Western...
8 days ago • 8 min read
Hey Reader, welcome to The Energy. In today's edition: Taxing carbon at the border in Asia NEM review chooses contracts over ‘capacity’ Sunniest spring drives record UK solar output An Asian CBAM: the one tariff the world needs A report by think tank Climate Energy Finance (CEF) argues for a carbon border adjustment mechanism (CBAM) to help correct the historic market failure to price carbon that has led to the climate crisis. To demonstrate the transition to “clean energy superpower” is more...
9 days ago • 9 min read
Hey Reader, welcome to The Energy's weekly data newsletter. This week we explore consumer energy resources and a new report showing the gap between grid and consumer benefits. CER is finally having a moment Flexible consumer energy resources could deliver $14 billion of annual system benefits by 2050 according to a report prepared by consulting firm Energeia for the Australian Energy Market Commission. But who wins and loses in this multi-billion dollar value grab is likely to come down to...
10 days ago • 4 min read
Hey Reader, welcome to The Energy. In today's edition: Meg O'Neill's big NWS win means big carbon liabilities Rio's new deal with PKKP community traditional owners TransGrid's Humelink point person bows out Energy security leader or 'climate criminal'? On Meg O’Neill’s watch, Woodside Australia (ASX: WDS) has become the largest energy company on the ASX, one of the world’s top 10 independent energy companies by production, and one of the country’s biggest emitters - even without accounting...
11 days ago • 8 min read
Hey Reader, welcome to The Energy. In today's edition: Queensland bill makes little operational sense US investment capital has to go somewhere: Bowen Green hydrogen dream alive in Tasmania Clean energy at risk of unequal footing Clean energy developers, councils and a mining association refuted the Queensland government’s claims on ensuring clean energy projects are treated the same way as coal, gas and mining projects. All have flagged issues with Queensland Deputy Premier Jarrod Bleijie’s...
12 days ago • 9 min read
Hey Reader, welcome to The Energy. In today's edition: Producers cheer greater acceptance of gas Nature Positive by whatever name, just do it Victoria finalises renewable energy handbook Has the energy transition narrative changed? The gas industry is figuring out what Labor’s thumping victory means for the sector and the broader energy policy landscape. Labor may appear to have seized the initiative on more gas, with Woodside Energy greenlit on the North West Shelf extension, but it’s not a...
15 days ago • 8 min read