Jackie Trad on project challenges


Hey Reader, in today's edition:

  • Queesland optimism returning
  • Santos ramps up CCS
  • More firming tenders for NSW

Queensland developers licking their wounds

A 2025 overhaul of planning laws by the Queensland government set numerous developers back by as much as two years, says Clean Energy Council CEO and former Queensland energy minister Jackie Trad.

“Now, you wouldn't do that to any other industry in Queensland. You wouldn't do it to the mining sector, you wouldn't do it to the hospitality sector... but the Queensland government is doing it to the clean energy sector.”

In spite of the events in Queensland, Trad says developers have become more optimistic about planning approvals since the federal parliament passed a suite of environment law reforms last November that offer a streamlined path for environmental approvals.

Santos ramps up carbon capture ambitions

Santos has stored the equivalent of 1.5 million tonnes of CO2 at its Moomba Carbon Capture and Storage project since its inception in September 2024, and has kicked off talks with the South Australian government to store CO2 from third parties, according to Santos' full-year investor update.

The Adelaide-based gas producer is aiming to store 14 million tonnes of third-party CO2 and has hit its 2025 emissions targets of a 30% reduction in Scopes 1 and 2 proportional to the amount of equity it holds in its projects.

Catch Up

Capital

The cost of battery storage projects plummeted to new lows globally in 2025, according to BloombergNEF’s Levelized Cost of Electricity 2026 report. The global benchmark cost for a four-hour battery project fell 27% year-on-year to US$78/MWh in 2025 with lower pack prices, increasing competition among manufacturers and improved system designs all contributing to the rapid decline.

The backing of 11 Australian and international financial institutions has helped ACEN Australia roll its 400MW Stubbo Solar project into the $750 million non-recourse portfolio debt facility that it established last April. Stubbo – the first long-term energy service agreement-backed solar project to achieve commercial operations – joins Stage 1 of ACEN’s New England Solar project in a financing pool that is expected to continue growing as new projects are brought to market.


Projects

ASL will undertake an eighth tender for firming capacity to address projected shortfalls identified in the recent 2025 Energy Security Target Monitor report, with energy minister Penny Sharpe slating the new tender just weeks after 300MW/3500MWh Great Western battery project was announced among the winners of Tender 6. The seventh tender was announced in October and seeks 500MW of firmed capacity to fill a project gap in 2027-28, after which power will be adequate until 2033-34. (Renew Economy)

Australian Vanadium (ASX: AVL) subsidiary VSUN Energy will partner with Sumitomo Electric for its 50MW/500MWh Vanadium battery energy storage system (BESS) project in Kalgoorlie. VSUN has been working to develop a domestic VFB supply chain combining upstream resources, midstream electrolyte production and downstream battery deployment in WA. Stage 1 expression of interest were due on January 30, and Stage 2 will commence in March.

The Queensland government has committed $50 million in legacy projects to support work related to the CopperString high voltage transmission line from Townsville to Mt Isa. The new funding includes $4.285 million for local infrastructure projects supporting the $225 million Flinders Substation and Hughenden Hub, as well as $1 million for detailed water and sewerage infrastructure design and cost analysis.

Victorian dairy producer Saputo Dairy Australia has flipped the switch on a purpose-built biogas to energy system at its Allansford site that will use Capstone microturbines to turn biogas waste into what is expected to be 25% of the site’s electricity needs. Harnessing the site’s biogas will reduce its emissions by up to 14,000 tonnes of CO2 per year.


Policy

The United States will pull out of the International Energy Agency (IEA) unless it stops promoting the deployment of renewables, the country’s energy secretary Chris Wright has threatened in the run-up to this week’s 2026 IEA Ministerial Meeting in Paris, where Wright and over 50 other national energy ministers are gathered. Australian energy minister Chris Bowen sent apologies but has sent ambassador to the OECD Stephen Jones in his stead. (Politico)

The Victorian Parliament’s Legislative Council Economy and Infrastructure Committee is accepting submissions to its inquiry into the development and expansion of waste to energy (WtE) infrastructure until March 27. The ongoing inquiry will evaluate existing WtE plans and policies, the impacts on residential communities and transport infrastructure, and more.


Climate

Chinese car-maker BYD’s high number of electric vehicle imports has allowed it to accumulate the most New Vehicle Efficiency Standard credits in the country, worth more than $6.2 million. The NVES awards credits to manufacturers that beat annual carbon thresholds, which were set last year at 141 grams per kilometre for passenger cars and 210g/km for light commercial vehicles. (AFR)


Technology

Data centre operators adopting flexible power strategies will drive up to $210 billion (US$150 billion) in cumulative savings and, researchers have found, “unequivocally” lower emissions because flexibility favours renewables over the gas generation relied upon for sites with fixed power consumption. The Duke University modelling comes as US regulators consider strategies for standardising interconnection of large loads, with potential prioritisation of data centres willing to be flexible. (Latitude Media)

Asia-Pacific regional electricity demand will increase by nearly 50% by 2035 as data centre power demand surges five-fold, Deloitte has projected in a new report, Powering Asia Pacific’s Data Centre Boom, that found “in most AP markets clean energy can now be faster to deploy, with lower costs, and added resilience compared with conventional energy sources.” However, the firm warns, “uncoordinated expansion risks worsening grid congestion and price volatility.”


Research

Researchers at Germany’s Fraunhofer ISE have produced what they say are the world’s most efficient PV solar modules, with a III-V germanium module delivering efficiency of 34.2% and a III-V silicon PV module delivering efficiency of 31.3% – well above the 24% efficiency of conventional solar cells. The silicon panel is more cost-effective to manufacture but the germanium based unit can be tapped for more demanding applications.

Floating clusters of PV solar panels are being promoted as a way of delivering large quantities of power to densely populated coastal regions, but constant wave action creates reliability and maintenance issues. Researchers argue that this issue can be countered by floating breakwaters that can be deployed with minimal ecological impact even in deep water – with the bonus that the platforms can be built to tap wave power as well. (Science Direct)


People

Shadow energy and emissions reduction minister Dan Tehan has maintained his position in the wake of new Liberal leader Angus Taylor’s reshuffling of the federal Opposition, while Garth Hamilton has been promoted to shadow assistant minister for energy security and affordability. (The Guardian)

What's On

February 19
Running a Digital Grid: The Next Challenge in the Energy Transition

Dani Alexander, CEO of the UNSW Energy Institute will moderate this webinar from The Energy, also featuring Emma Fagan, General Manager for Policy and Regulatory Affairs with Akaysha Energy; and Antti Harjula, Technical Director of Power System Performance and Connections with Powerlink Queensland. Register here to attend, or to view the recording later if you can’t make it on the day.


February 24
Energy Security NSW

AEMC Commissioner & Reliability Panel Chair Rainer Korte will keynote this CEDA event in Sydney also featuring ASL CEO Nevenka Codevelle, Neoen Australia Head of Development Nathan Ling, Transgrid EGM of Network Jason Krstanoski and Australian Gas InfrastructureGroup EGM Customer & Strategy Cathryn McArthur.


February 26
Energy Security Queensland

AEMC Commissioner Rainer Korte will keynote this CEDA event in Brisbane, also featuring Energy Queensland EGM Regulation, Risk and Strategy Benn Barr; Powerlink EGM, Operations Stewart Bell; APA Group Operations Executive Petrea Bradford; and CleanCo Queensland EGM Asset Operations Rimu Nelson.


February 27
National Energy Transition Research Summit

Climate Change Authority CEO Kath Rowley will speak at this ACOLA event in Canberra, alongside Net Zero Economy Authority CEO David Shankey and Australia’s Chief Scientist Tony Haymet.


March 3
Clean Energy Investor Group Conference

Victorian Energy Minister Lily D’Ambrosio will headline this Melbourne event also featuring ENGIE Australia Managing Director of Renewables and Batteries Laura Caspari, SEC Vic CEO Chris Miller, Queensland Renewable Energy Council CEO Katie-Anne Mulder, VicGrid CEO Alistair Parker, and Squadron Energy CEO Rob Wheals.


March 4-5
Energy Consumers Australia Foresighting Forum

Luis Gonzalez, Chief Data and AI Officer at Aboitz Power, Robert Gross, Director of the UK Energy Research Centre, and Harriet Thomson, Associate Director at the Glasgow Centre for Sustainable Energy will keynote this Sydney event. Industry speakers include EnergyAustralia CEO Mark Collette, Essential Energy CEO John Cleland, and Tim Jarratt, Group Executive, Market Development & Strategy, Ausgrid.


March 10
Orchestrating Consumer Energy Resources to Benefit Customers and Strengthen the Grid

AGL CEO Damien Nicks will keynote this Australian Energy Council event in Melbourne. Other speakers include AEMC Chair Anna Collyer and AEMO Executive General Manager, Policy & Corporate Affairs Violette Mouchaileh.

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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