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The Energy

The Energy is dedicated to covering the business of energy and in particular the people, capital, projects and emerging technology behind the energy transition.

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New solar opportunity for Australia

Hey Reader, in today's edition: An emerging market for PV Mapping federal clean energy support R&D needed for critical minerals Two for the price of one Looking beyond the lowest price-per-megawatt-hour at co-benefits means integrating energy generation with buildings, farmland, water bodies or public infrastructure. Many “dual-use” PV products could be manufactured in Australia because they rely on readily available medium-volume, high-value production that integrates fabrication with...

Hey Reader, in today's edition: NEM review contracts plan Home battery program rejigged New owner commits to Loy Yang B Getting ahead of the NEM review action plan The final report of the Tim Nelson-led review of wholesale market settings in the NEM is expected to be handed to federal and state energy ministers this week. Ministers will then decide whether to accept its recommendations and — if they do — will have two years to implement the new system. In the meantime, the review panel has...

Hey Reader, welcome to The Energy Week, your chance to catch up on this week's most important energy news. Prefer to listen? Get The Energy Week on your favourite podcast platform. THE ENERGY WEEK • EPISODE 13 Transmission trimmed 05:58 MORE INFO This week's top energy news Two major pieces of work landed with a thud this week in the form of the market operator’s draft Integrated System Plan and the rule maker’s draft pricing review. Policy The Australian Energy Market Operator (AEMO)...

Hey Reader, in today's edition: Coal extensions face growing risks Data centre energy warning Projects rush to end-of-year deadline Legal danger and targets in jeopardy from NSW coal Current planning assessment process and decision-making guidelines in NSW are inadequate to respond to impacts of coal mining on climate change, according to the Net Zero Commission. Continued extensions or expansions to thermal coal projects in NSW are also contrary to climate change laws, and regional coal...

Hey Reader, in today's edition: ISP missed a trick Poor solar forecasting costing millions Pricing review offers rules for a two-way flow Role of gas 'routinely overstated' in ISP The roadmap for Australia’s “lowest cost” net-zero energy transition missed a trick on the power of distributed energy resources (DER) to relieve pressure on the grid and curtail the expense of new gas generation. Issued by the Australian Energy Market Operator (AEMO) this week, with an expanded scope after a...

Hey Reader, welcome to The Energy's weekly data newsletter. This week we explore the market operator's latest Integrated System Plan. Hot topic Two of the most disputed documents about Australia’s energy transition are released amid December's annual endurance test of Christmas deadlines and office parties. Today's draft 2026 Integrated System Plan comes after two years of exhaustive consultation and hotly contested debate about the pace of transition envisioned by its 2024 predecessor. (The...

Hey Reader, in today's edition: Can PolarBlue revive hydrogen? Fixing the east coast gas mess Power bill rebates to be switched off How PolarBlue plans to upend energy A month ago mysterious energy upstart PolarBlue took out a wraparound advertisement in the AFR Weekend claiming to be the answer to the aluminium industry’s prayers for “Clean, reliable, zero-emission energy that costs less than fossil fuels, renewables and nuclear”. But it gave no more details. Today, The Energy’s Ben Potter...

Hey Reader, in today's edition: The missed China opportunity Red flags on Ausgrid ruling Another blow to offshore wind Vulnerability or opportunity as China rises Australia risks being one of the world’s losers as the sheer scale and depth of China’s green energy statecraft and unprecedented economies of scale bring about a profound shift in the world’s economic, geopolitical and energy landscape, a think tank warns. China’s US$180 billion in overseas clean tech investment since 2023 is...

Hey Reader, welcome to The Energy Week, your chance to catch up on this week's most important energy news. Prefer to listen? Get The Energy Week on your favourite podcast platform. THE ENERGY WEEK • EPISODE 12 System security in focus 06:38 MORE INFO This week's top energy news This week was all about data centres and system security. The 2025 Transition Plan for System Security from the Australian Energy Market Operator issued a warning on shortfalls in investment, as the market decouples...

Hey Reader, in today's edition: Tracking phantom data centres Marie Jordan on the grid 'balancing act' Sustainability Victoria no more Reality check for data centres The strain on the NEM from data centres might be overstated because it is based on connection requests, not finished projects, according to a new analysis from Oxford Economics Australia. Interest is not the same as build-out and six in every seven megawatts of connection requests could wind up being ‘phantom demand’. In August,...