It’s not worth getting too excited about the many technical deficiencies in the proposed National Energy Guarantee and the poverty of the vision that underlies it.
If COAG gets behind AEMO’s Integrated System Plan, instead of the NEG, Australia may yet manage the transition to a low-carbon economy in a way we can be proud of.
Europe’s changing energy profile as wind and solar take hold; lithium prices down on fears of over-supply; AGL weighed down by emissions profile.
NEG is largely a smokescreen designed to bury electricity policy under a motherhood blanket. The policy is supposed to endure for decades but its major design issues have to be decided in weeks. This is just nuts.
The ESB needs to go back to the drawing board and have another go at its National Energy Guarantee. They doesn’t understand what a bad solution they have proposed.
NEG still looks like a poorly thought out policy; rooftop solar delivers for Queensland; and Infigen’s nosebleed debt financing fee.
Origin is earning itself the right to grow by performing better, but the trick will be to sell the interest in APLNG in the next few years, and to replace Eraring with competitive dispatchable renewable generation.
All eyes on bond rates and the results from the country’s biggest utilities, including AGL.
SolarReserve’s flagship solar tower and storage project is still falling short of design targets. Does it deserve public money?
One of our main immediate criticisms of Snowy Hydro’s latest paper is its assumption that Snowy 2.0 is the only pumped hydro project capable of being developed in Australia.
Bond price jump may hit renewable energy projects; state Labor governments under threat; and debate shifts to dispatchable renewable energy.