Hey Reader, welcome to The Energy. In today's edition: The productivity case for planning reform Trading barbs over Marinus Retail sector primed for energy switch Productivity stuck in the queue Productivity Commission Chair Danielle Wood says productivity growth isn’t about working harder or just "having more stuff”. It’s also about making it quicker and easier to build clean energy infrastructure. Some actionable insights on planning reform for Environment Minister Murray Watt are also...
1 day ago • 8 min read
Hey Reader, welcome to The Energy. In today's edition: Investment needed to sustain reliability Gas seller sued for 'greenwashing' Rival clean energy superpower Faint praise for NEM reliability The Australian Energy Market Commission (AEMC) Reliability Panel said the national electricity market’s performance was “satisfactory” but more investment was needed, beyond currently committed projects, given forecast reliability gaps. Releasing the latest National Electricity Market (NEM) Reliability...
4 days ago • 9 min read
Hey Reader, welcome to The Energy. If you've been enjoying our newsletter the most valuable thing you can do for us right now is share it with your colleagues. Thanks for your support! In today's edition: Coalition lines up energy policy whisperers Energy debates getting mixed up The green shipping opportunity Another Coalition energy policy Coming off a nuclear-inspired election loss, Opposition Leader Sussan Ley pledged to establish a Coalition working group on energy and emissions...
5 days ago • 11 min read
Hey Reader, welcome to The Energy's weekly data newsletter. This week we explore the Default Market Offer and why reform needs to be carefully orchestrated. DMO 'not working' Last week federal Energy Minister Chris Bowen announced a major shakeup of the Default Market Offer (DMO) saying it was not working as intended. The government is now consulting on reforms that would see the reference price brought more in line with that of Victoria’s, with an emphasis on covering the “efficient costs of...
6 days ago • 5 min read
Hey Reader, welcome to The Energy. In today's edition: Transition capital optimism NSW State Budget goes high-tech Keeping DNSPs in their lane Energy transition mega-trend ‘unstoppable’ Amid intense geopolitics and market uncertainty, leading global investment house Hamilton Lane is focused on themes that are durable: the energy transition and climate change. “It’s one of the exciting areas of private markets – capital is being attracted either because it can be a change agent or it can be...
7 days ago • 9 min read
Hey Reader, welcome to The Energy. In today's edition: What if energy had a sliding doors moment? Finding a future for energy-intensive industry COP30 expectation management heats up Are renewables cheaper? Here’s the cost of the alternative Australians have consistently been told renewables would be cheaper but between 2021 and 2024 household electricity tariffs spiked by around a third. This uncomfortable fact has been seized on by many to argue the price of the energy transition is too...
8 days ago • 8 min read
Hey Reader, welcome to The Energy. In today's edition: Energy retailers face new consumer protections TransGrid CEO sees light at tunnel’s end $8.7b annual extreme weather bill by 2050 End of the retailer market? The Australian Energy Market Commission (AEMC) released final rules on consumer protection, responding to requests submitted by Energy Ministers in August 2024, designed to: Limit price increases to once yearly, providing greater certainty for households and businesses Remove unfair...
11 days ago • 8 min read
Hey Reader, welcome to The Energy. In today's edition: AEMO Services firms as NEM ‘central entity’ Opportunity on the grid-edge Bagging the low-hanging fruit AEMO Services in box seat for Nelson ‘central entity’ nod The head of the panel reviewing the National Electricity Market says a business unit of the Australian Energy Market Operator is in the box seat to fulfil a “central entity” contracting role the panel is considering as a key reform to support investment in new generation. Tim...
12 days ago • 9 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. Should LNG producers be this bullish? Confidence in the future of LNG exports from Australia is palpable — in the industry that produces the commodity at least. The Abu Dhabi National Oil Company’s $30 billion consortium bid for Santos, and Woodside Energy’s pursuit of a 40 year extension of its North West Shelf LNG...
13 days ago • 4 min read