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Thirsty for power

In this Weekly Dispatch:

  1. The AER released their report on the state of the energy market in 2025.
  2. Japan has opened its first osmotic power plant
  3. European companies awarded preliminary feasibility licences for WA offshore wind farm.
  4. The Powering Skills Organisation identifies a shortfall of 42,000 workers who are needed for the energy transition.
  5. Robbins Island wind farm off Tasmania gets environmental approval after years of delays.
  6. Data centres could use the equivalent of a quarter of Sydney’s current annual drinking water supply within a decade.
  7. Transgrid completed construction on the Buronga substation, which is the largest in Southern Hemisphere and is required for Energy Connect.
  8. The only electricity provider in PNG is more than $1.5 billion in debt and trading while insolvent.
  9. Podcast of the week: Switched On chat about carbon capture.

Nov Way Forward

In this Weekly Dispatch:

  1. AEMO released the NEM Electricity Statement of Opportunities (ESOO) for 2025.
  2. AGL considering State Government request to keep Torrens Island open for two more years.
  3. Cost of Victoria’s renewable energy transmission plan projected to double.
  4. Offshore wind company, Novocastrian, pulls out of $10 billion Hunter project.
  5. The ACCC will investigate CHOICE complaint on energy plans that potentially mislead consumers about savings.
  6. Podcast of the week: Let Me Sum Up chat about the Productivity Commission’s report, investing in cheaper, cleaner energy and the net zero Transformation.

Objectives and Objections

In this Weekly Dispatch:

  1. The ABC discusses China’s renewable energy journey.
  2. AEMO Services releases the Investment Infrastructure Objectives Report and for the first time the NSW Generation Investment Outlook.
  3. Elon Musk is gearing up to launch a household electricity supplier in Great Britain in the coming months.
  4. Investment in new renewable energy projects is flowing at less than half the pace required to meet Labor’s clean energy targets and no onshore wind farms have received a financial commitment in 2025.*
  5. Podcast of the week: AEMO on Air chat about the latest Quarterly Energy Dynamics (QED) report.

*Could be behind a pay wall.

Sparking debate

In this Weekly Dispatch:

  1. National Electricity Market wholesale market settings review draft report has been published.
  2. The Productivity Commission released an interim report on Investing in cheaper, cleaner energy and the net zero transformation.
  3. Waratah Super Battery Project begins partial operation, operating at 350MW.
  4. Solstice Energy to cut gas supply to 10 regional Victorian towns by the end of 2026.
  5. DCCEEW released a Market brief on the 2025 Wholesale Electricity Market (WEM) tenders.
  6. Podcast of the week:  Richard Andy talks about the Productivity Commission’s new report with a productivity commissioner. 

Cis-mic shift 

In this Weekly Dispatch:

  1. The Federal government expands the capacity investment scheme to include 40GW of capacity.
  2. The NSW Government announces a new firming tender.
  3. Marinus Link undersea cable will go ahead after the Tasmanian government signed a deal with the Commonwealth.
  4. CSIRO releases final 2024-25 GenCost report.
  5. AEMO released the 2025 Inputs, Assumptions and Scenarios Report.
  6. New Zealand government votes to bring back fossil fuel exploration.
  7. Farmers in the path of two major transmission line projects in Victoria say they will refuse access to their properties, even if new legislation means they risk large fines and clashes with police.
  8. The Northern Gas Pipeline can now flow in reverse, allowing gas to be imported from Queensland to the Northern Territory.
  9. Endgame released an article on volatility in the NEM.
  10. Podcast of the week: Columbia Energy Exchange chat about how economic warfare impacts energy.

Charged and challenged

In this Weekly Dispatch:

  1. AEMO released the June connections scorecard, approving more projects than last financial year.
  2. The Western Australian government has awarded a share of $342 million to various contractors to complete major Clean Energy Link – North (CELN) transmission network upgrades.
  3. Tourism pushback on Hydrostor’s $1b Advanced Compressed Air Energy Storage project.
  4. BP abandons green hydrogen project in Australia and intends to exit the Australian Renewable Energy Hub (AREH) project as operator and equity holder.
  5. An Upper Hunter community group has won an appeal against a 22-year expansion of MACH Energy’s Mount Pleasant coal mine.
  6. Podcast of the week:  Switched On investigates the blackout that froze the Iberian Power Grid.

Wind-ing down

In this Weekly Dispatch:

  1. Transgrid released their RIT-T PACR for system strength requirements in NSW.
  2. Fox Resources’s bid to develop a coal mine on Qld’s agricultural land has been rejected.
  3. Equinor has quietly dropped its plans to build an offshore wind farm in the Bass Strait off the north coast of Tasmania.
  4. Blue Float Energy abandons $10 billion Gippsland Dawn offshore wind proposal.
  5. AEMO released their FY26 Engineering Roadmap priority actions.
  6. An unknown amount of gas is seeping to the surface on Barrow Island, where Chevron’s six decades of oil production ceased in May. The WA environment regulator is investigating.
  7. Podcast of the week: Let Me Sum Up chat about the federal government’s review into the gas market.

Gimme Smelter

In this Weekly Dispatch:

  1. Consultation is open for Aggregated Resources in the Capacity Investment Scheme.
  2. The federal government has pledged to bail out smelters.
  3. $2.8 million in EV Kerbside Charging Grants have been awarded to five recipients in NSW.
  4. Update to Marinus link RIT-T.
  5. Currently Speaking report on community batteries and tariffs.
  6. Kurri Kurri is being tested and running on diesel as part of its commissioning process.
  7. Snowy 2.0 concrete lab at Lobs Hole closed amid silica concerns.
  8. Bigger home batteries could be cheaper with the federal government rebate.
  9. Podcast of the week:  The Catalyst chat about the troubles of rooftop solar in California.

Lost in Transmission

In this Weekly Dispatch:

  1. VNI West has been delayed: it is now expected to not be completed until late 2030.
  2. The CQH2 hydrogen project is no longer proceeding after losing the support of Stanwell.
  3. NSW Parliament’s “Infrastructure for electric and alternative energy source vehicles in NSW” inquiry gets underway.
  4. AGL takes over Tesla’s South Australia virtual power plant.
  5. A heat wave in Europe sees some nuclear plants turned off due to cooling water temperatures being too high.
  6. An east coast low battered eastern Australia, at one point cutting power to 35,000 Ausgrid customers.
  7. Podcast of the week: the Bloomberg Switched ON podcast discuss drivers in global EV production and uptake.

All about that bass

In this Weekly Dispatch:

  1. AEMO updated the ISP methodology, now considering gas supply, distribution capacities and system security.
  2. AEMO released the WEM ESOO.
  3. The AER has accepted the application from APA Group to convert Basslink into a regulated transmission service.
  4. The City of Sydney will require all new buildings to be fully electric by January 2027
  5. New hot water systems in Victoria will need to be electric from March 2027.
  6. The AER released a report on retail performance in the first quarter of 2025.
  7. Podcast of the week: Let Me Sum Up chat about productivity and the gas regulatory asset base.  

Contact

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24.01, 9 Castlereagh St, Sydney NSW 2000
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