Skip to Content

Industry: Energy

All(um)in(ium) or nothing

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. AEMO released the 2026 Gas Statement of Opportunities (GSOO) for the East Coast Gast Market, finding improved near-term supply conditions.
  2. IEA says second round of emergency fuel releases is on table with world leaders failing to grasp the depth of the energy crisis, saying it has dwarfed the fuel crises of the 1970s.
  3. The Institute for Energy Economics and Financial Analysis (IEEFA) calls for Australia to reduce its exposure to oil shocks, having the lowest reserves out of all International Energy Agency (IEA) members.
  4. The Queensland and federal governments will each invest $1 billion to help Rio Tinto’s Boyne aluminium smelter transition to renewable energy.
  5. Australia’s diesel standards will be lowered for six months.
  6. Synergy has entered Power Purchase Agreements with two wind farms.
  7. In response to the ongoing geopolitical crisis in the Middle East, the Japanese government has decided to ramp up the use of “inefficient” coal power plants, for a temporary one-year period of FY2026.
  8. Paywalled: NSW government is seeking a similar deal (as Rio Tinto above) with the federal government to rescue Tomago smelter.
  9. Podcast of the week: Let Me Sum Up chat about measures to reduce impacts on households due to the energy crisis and PHEVs.

Please Mine your own Business

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. The AER released the draft Default Market Offer (DMO), with lower prices across all networks and introducing the Solar Sharer Offer.
  2. Countries in Asia are struggling with fuel supplies. Sri Lanka has introduced weekly fuel quotas, the Philippines and Vietnam have introduced a four-day working week and Thailand has told professionals to work from home.
  3. The NSW Government will no longer grant new licences to explore for coal.
  4. The federal government has established a national fuel supply taskforce, appointing Anthea Harris as the national coordinator.
  5. The Federal government has asked the Treasury to model different tax options on gas.
  6. The AEMC has released a consultation paper on Improving Compensation Frameworks based on the rule change request from AEMO and Tilt Renewables.
  7. METI will no longer provide FIT/FIP subsidy scheme for new solar projects from FY2027 onward; they have also announced that the Renewable Levy for FY2026 will be 4.18 yen/kWh, an increase of 0.2 yen/kWh compared to FY2025.
  8. Podcast of the week:  Let Me Sum up talks about fossil fuel energy’s minimum viable scale.

Highway to the danger zone

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. Oil shock from the Iran war prompts the International Energy Agency to release the largest ever volume of emergency oil.
  2. Australia releases seven days of petrol and five of diesel from emergency stockpiles and the energy minister has relaxed fuel standards for two months to allow more supply to the domestic market.
  3. The AEMC proposes new grid standards for data centre connections. They are also seeking submissions for enhancing security frameworks.
  4. Western Australia is offering $153.3 million to assist local manufacturers in decarbonising.
  5. Paywalled: Demand for electric vehicles increases as petrol prices soar. This article also features analysis from Endgame.
  6. Vestas is planning to set up an assembly & manufacturing hub for nacelles in Kita-Kyushu City, Fukuoka Prefecture in Japan.
  7. Podcast of the week: Columbia Energy Exchange discusses the Strait of Hormuz and supplies of oil.

ID(e)A of March

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. Gas prices are expected to increase amid the war in the Middle East.
  2. NSW Government endorses 14 energy projects through its new Investment Delivery Authority (IDA).
  3. Australia Post expands its fleet of electric vehicles.
  4. The Japanese government is searching for a permanent, final disposal site for spent nuclear fuel in Japan, suggesting Ogasawara Islands.
  5. Paywalled: The federal government is considering changes to the home battery rebate scheme due to high costs.
  6. Podcast of the week: The Catalyst chat about digging deep for geothermal.

Pork in the road

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. The AEMC releases the new market price cap in the NEM to be $23,200/MWh from July 1 2026.
  2. The federal government has launched a consultation into domestic capacity to manufacture wind turbines and associated infrastructure.
  3. Regional NSW councils say work on renewable energy projects is damaging local roads.
  4. A major energy company is taking Australia’s largest pork producer to court over plans to build gas pipelines through its property.
  5. The CSIRO launched the $3 million upgrade of its Renewable Energy Integration Facility (REIF) at its Energy Centre in Newcastle.
  6. An alliance of 11 industry groups have delivered a plan to the federal government for data centres, including that they invest in 100% new renewable energy.
  7. Podcast of the week:  Let Me Sum Up is back with carbon pricing and the US climate demands.

Flipping to a new page

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. The NSW Minister for Energy has directed ASL to deliver a firming tender in response to a forecast shortfall in capacity to meet the Energy Security Target from 2033-34.
  2. The offshore oil and gas regulator has shut down exports from Vermilion Oil and Gas Australia’s Wandoo gas field following an oil spill in December.
  3. Solar irradiance forecasting and various ways to predict cloud cover, limiting price spikes due to lower rooftop PV output.
  4. Stanwell has commenced commercial operations of its 300MW/600MWh Tarong battery energy storage system.
  5. [Paywalled]  The Queensland government is resisting giving network operators more powers to switch off household rooftop solar panels during grid distress.
  6. Podcast of the week:  Switched On discusses the ‘messy middle’ of sustainable finance.

Implications of the Electric Vehicle Transition for Transport Planning and Appraisal

Posted on by Daniella Kazzi

The electricity market will change how we drive. Is policy keeping up?

Endgame Analytics is launching a new research series on decarbonising transport. We are pleased to partner with SCT Consulting to explore the emerging electric vehicle market and its growing nexus with the electricity sector.

The shift to Battery Electric Vehicles creates a bi-directional relationship where charging behaviour affects grid stability, and electricity market volatility dictates transport costs.

 Some key highlights:

  • Cost of Driving: BEV drivers will see fuel cost savings of between 65% to 100% compared to ICE vehicles, depending on when they charge — and with Vehicle-to-Grid technology, drivers could even be paid to charge.
  • Induced Demand: These lower operating costs have significant implications for future travel demand and congestion.
  • The Shadow Price of Mobility: Vehicle to grid technology introduces a new opportunity cost. Will drivers choose to forego a trip to capture the revenue from discharging to the grid?

Read the full paper here to understand the impacts on appraisal, policy, and the future research needed to support the transition. 

Implications of the Electric Vehicle Transition for Transport Planning and AppraisalDownload

Get in Touch

Endgame Analytics and SCT Consulting are helping clients navigate these interactions between policy, technology, and economic strategy.

  • Martin Chow, Director (Endgame Analytics) | E: martin.chow@endgameanalytics.com.au
  • Isaac Mann, Consultant (Endgame Analytics) | E: isaac.mann@endgameanalytics.com.au
  • Seamus Christley, Managing Director (SCT Consulting) | E: seamus.christley@sctconsulting.com.au

Linker Taylor Solar Fly

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. The Australian Energy Regulator gives the green light to the first stage of Marinus Link
  2. Former energy minister Angus Taylor defeats Sussan Ley in a spill for leadership of the Liberal Party
  3. The NEM’s first bona fide solar-BESS hybrid – Quorn Park – enters the testing phase
  4. A solar BESS hybrid has been certified for participation in the Primary Frequency Control market in Japan for the first time
  5. Qantas and Airbus announce investment in Portland Renewable Fuels
  6. It is purported that Donald Trump will direct the Pentagon to purchase power from coal generators
  7. Fortescue begins commissioning of two new electric locomotives in the Pilbara
  8. The International Energy Agency releases a new global demand forecast
  9. The Queensland government has approved oil and gas exploration in the Taroom Trough
  10. Podcast of the week:  The Oxford Institute for Energy Studies discuss a paper regarding gas storage in the EU

A little bit of Monica

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. Snowy Hydro launches its newest tunnel boring machine, Monica, alongside assurances the project is 70% complete.
  2. The successful bids for the NSW Roadmap’s Tender Round 6 were announced, amounting to 1.17 GW (11.98 GWh) of storage.
  3. The federal government announced $60m in subsidies for EV car financing, but only for certain Kias and Hyundais.
  4. Origin Energy and Centennial Coal are in negotiations over coal supply to Eraring Power Station.
  5. A review into the governance of the Australian Energy Market Operator was announced.
  6. The AFR reports on winter demand peak challenges arising in Victoria as household gas use electrifies.
  7. After a false start in January, Japan’s Kashiwazaki Kariwa nuclear generator is set to resume generation on February 9, bringing 1,360 MW into the system.
  8. Economic Regulation Authority Western Australia release Benchmark Reserve Capacity Prices for the 2028/29 capacity year, using six hour BESS as the Benchmark Technology.
  9. Podcast of the week:  The Volts Podcast discuss the challenges of clean electrification in Taiwan.

Southern Discomfort

Posted on by Angela Vumbaca

In this Weekly Dispatch:

  1. The AFR reports that the Federal Government is looking to streamline data centre approvals.
  2. South Australia saw a prolonged period of high prices owing to high temperatures.
  3. The Superpower Institute release a research piece advocating for a “Polluter Pays Levy”.
  4. AEMO’s Quarterly Energy Dynamics Q4 2025 report summarises recent demand and supply side development.
  5. The Victorian Government have put out a Request for Tender for 2 GW of offshore wind.
  6. Victoria recorded a new maximum demand, hitting 10,784 MW.
  7. JERA, Japan’s largest generator, reaches a low-carbon ammonia offtake agreement with American producer CF holdings, following recent plans to co-fire it’s largest coal plant with ammonia.
  8. Podcast of the week:  The Interchange discuss the growing roll of fuel cells in meeting data centre demand in the US.

Contact

ph. P +61 2 9037 0370
e. E info@endgameanalytics.com.au
a. A
Level 31, 9 Castlereagh St, Sydney NSW 2000
ph. +61 2 9037 0370
e. info@endgameanalytics.com.au
a.
Level 31, 9 Castlereagh St, Sydney NSW 2000

Oops! We could not locate your form.

Get in touch.