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Month: March 2025

Turning a new Page

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. The ACCC predicts that gas supply in the East Coast gas market could fall short by 9 petajoules (PJ) from July to September 2025 if LNG producers export all their uncontracted gas.
  2. The Coalition plans to force gas companies to set aside supply to guarantee energy for the Australian market.
  3. NT government abandons target of 50 per cent renewables by 2030.
  4. The federal government is planning on extending energy bill subsidies.
  5. Podcast of the week: Let Me Sum Up discusses the budget and its impact on the energy sector.

Close call

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. AEMO released the GSOO and is forecasting gaps from 2028 onwards in southern Australia.
  2. The federal government announced various batteries in Western Australia as part of the Capacity Investment Scheme.
  3. EnergyAustralia reaffirms Yallourn closure date by 2028 amid media extension claims.
  4. The Grattan Institute calls for a national net zero plan to provide the framework for longer-term investment and other climate policies.
  5. ARENA has announced the first recipient from its Hydrogen Headstart Program, with $814 million in funding allocated to Copenhagen Infrastructure Partners’ 1,500 MW Murchison Green Hydrogen Project in Western Australia.
  6. Podcast of the week: Ausgrid chat about unlocking DNSPs to enable the transition.  

Default Judgement

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. The AER releases its draft determination on the 2025-26 default market offer, with the DMO rising by between 2.5% and 8.9% depending on where you are.
  2. Windlab’s Junction Rivers project fails to secure REZ access after winning underwriting through CIS tender.
  3. A review of the AEMC wholesale demand response mechanism gets underway.
  4. Rio Tinto buys 20 years of energy and storage from Edify Energy’s Smoky Creek and Guthrie’s Gap assets for its Gladstone operations.
  5. Vast Renewables land conditional $180m from ARENA for concentrated solar thermal project near Port Augusta.
  6. Hanwha has won the contract to supply batteries for Ark Energy’s Richmond Valley BESS project.
  7. WattClarity look at how the Frequency Performance Payments changes will affect different market participants.
  8. Podcast of the Week: The Redefining Energy podcast talk about developments in PPAs in Europe and the US.

Angry Birds

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. Robbins Island wind farm decision is delayed due to the orange-bellied parrot.
  2. Federal government rejects Seadragon offshore windfarm.
  3. Synergy is under financial strain due to mounting energy transition costs.
  4. WA wind and solar projects have stalled.
  5. Frontier Economics released a report on the environmental impact of EVs.
  6. Macquarie Bank has withdrawn from the Net Zero Banking Alliance.  
  7. Taslink plans deep-sea cable to connect Australia and NZ grids.
  8. Costs estimates for Energy Connect have increased from $2.1 billion to $3.6 billion.
  9. Podcast of the week: Let Me Sum Up chat about Nuclear in the NEM.

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ph. +61 2 9037 0370
e. info@endgameanalytics.com.au
a.
24.01, 9 Castlereagh St, Sydney NSW 2000
This field is for validation purposes and should be left unchanged.

Get in touch.