David Leitch, Author at RenewEconomy

David Leitch

David Leitch is a regular contributor to Renew Economy and co-host of the weekly Energy Insiders Podcast. He is principal at ITK, specialising in analysis of electricity, gas and decarbonisation drawn from 33 years experience in stockbroking research & analysis for UBS, JPMorgan and predecessor firms.

Commentary

Frontier Economics and its “house of cards” case for nuclear
Frontier’s arguments hold no more water than any other nuclear advocate, and their assumptions are built on a house of cards.
David Leitch

Dec 13, 2024

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Commentary

EnergyCo has come a long way, but still to convince developers NSW is open for renewables business
EnergyCo is well on its journey now but it’s far, far too early to call it a success. Major issues still need to be sorted out, the use of big batteries among them.
David Leitch

Dec 11, 2024

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Commentary

Wind, solar and battery pipeline: Albanese better not stuff up Bowen’s excellent tenure
Australia has a strong pipeline of projects to meet its renewables targets. Things are starting to go well, and the CIS is having a major impact. Let’s not stuff it up.
David Leitch

Nov 29, 2024

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Commentary

The problem with networks: Where to put batteries – and EV chargers – on the grid
Every household with a battery and solar will essentially just be using the grid as the last resort. If every property with solar had a battery, the wires and poles network revenue model would collapse.
David Leitch

Nov 28, 2024

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Commentary

We need to get the cost of wind energy down in Australia – Chinese turbines are the likely answer
Updated: Australia can access all the cheap wind turbines, solar panels, batteries and EVs we want from a willing seller. Let’s not waste the opportunity.
David Leitch

Nov 15, 2024

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Commentary

We need lots of wind as well as batteries to move peak prices lower
Wind has had the biggest impact on lowering prices in peak periods. But we need more of it, even more than battery storage.
David Leitch

Nov 1, 2024

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Commentary

Federal Labor has great energy policy achievements, but it can’t sell them
Labor has a whole list of great energy policy achievements, but it doesn’t appear capable of selling them. We look at what they have done, and what they should do.
David Leitch

Oct 18, 2024

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Commentary

Data centres, electrification and green hydrogen: The big demand questions for the grid
Our analysis assumes a fraction of the data centre demand forecasts modelled in the central scenario of the market operator’s grid plan.
David Leitch

Oct 14, 2024

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Commentary

EVs, process heat and hydrogen: Growing demand needs a targeted policy response
The demand forecasts in the ISP’s Step Change scenario will not be achieved without more targeted policy, particularly for the electrification of industry and process heat, and a rethink of network tariffs.
David Leitch

Sep 30, 2024

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Chart of the day

Charts of the day: Global generation fuel trends
Charts that show electricity production, by country and fuel.
David Leitch

Sep 19, 2024

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