JP Morgan say that with rapid coal generation closure, AGL may be worth more than the market currently thinks. But maybe not.
Articles by Bruce Mountain
New data shows that in South Australia, battery storage is already offering significant savings – as much as 25% on annual electricity bill costs – to households with solar. Retailers will need to turn to Plan B.
New pricing for Tesla Powerwall suggests solar and battery storage now competitive with grid power. For about $16,000, consumers can slash their grid bill to almost nothing and not worry about blackouts. The strategic and commercial implications are marvellous or frightening, depending on your vested interest.
AGL’s new fixed price offer to Victorian households suggests it expects much higher wholesale prices over the next two years.
When catastrophic failures occur, people quickly demand explanations and start to point fingers. Sometimes it’s best to check the data.
Grattan Institute’s latest report suggest rapid expansion of renewable capacity means higher electricity prices. But is that true?
According to the Victorian pricing authority – yes they are. But is this a “market failure” that justifies regulatory intervention, or are we missing something?
Electricity retailers make their biggest margins in South Australia, the state at the centre of controversy over energy prices. And retail margins in many states have jumped 50 per cent.
Depending on the retail electricity offer, the payback period for a given household battery storage system should range between 10-85 years. Grid parity? Your call.
Captive consumers are losing out again in network spending decisions. Democracies have ways of dealing with such cognitive dissonance. Its past time that the people were heard.