• Bayswater 4’s “Two-Shift”. Our analysis covers the conditions on the day, the preplanned operational events and the associated costs.
• An unstoppable force meets an immovable object: The clash between rooftop solar and coal minimum load.
• Let’s use 3 metrics to assess the market conditions and the varying roles of the different generation classes.

• Review of the latest international gas market activities, including coverage of the new daily record for Curtis Island LNG exports and the current movements in the JKM netback for Winter 2025.
• Assessment of the NEM coal scheduled and unplanned outage rates; a deep dive into the numbers and split between the known and unknown outage classifications.

• Update on Gas Market Conditions;  Including a YTD assessment of Longford,  analysis of systemic gas price premiums and discounts and the implications of the the Victorian Government’s approval of the Offshore Petroleum and Greenhouse Gas Storage Amendment Bill 2024.
• We provide a graphical analysis of the Midday and Evening Peak Reserve Margins across the 3 big regions and come up with 2 important findings!

CATEGORY: Consultancy and Advisory

TAGS: Electricity Forward, Electricity Spot, Gas, LNG, Renewables, The Edge

NOVEMBER 2024