David Leitch
David Leitch is a regular contributor to Renew Economy. 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.
David Leitch is a regular contributor to Renew Economy. 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.
CleanTech Bites Climate Coal Markets Solar
Utility solar may be low cost, but it is even lower value
The biggest problem facing utility-scale solar is that it has to compete with rooftop solar. Reverse auctions could be a solution, and so could storage.
NSW has started to plan more seriously for a lower-carbon future. Currently, though, there is pretty much a complete lack of teeth, a lack of skin in the game.
China Climate Electric Vehicles Markets
Let’s talk about electric vehicles: Australia’s policies are an embarrassment
EV policy in Australia remains utterly hopeless despite a growing body of international experience about what works, and despite the fact that Australia is an oil importer.
Our modelling shows that storage of up to 10 hours still leaves gaps in demand and spilled supply. Something else is needed.
Battery Markets Storage
Let’s talk about battery storage, and why it’s so much easier than pumped hydro
Battery storage is really easy to do if the economics are supportive, but pumped hydro is incredibly difficult to do.
Australian Federal Government Climate Coal Governments
Coalition’s Technology Investment Roadmap: Poor policy in practice
Picking winners and playing favourites has always been poor policy, but the technology roadmap shows us that this is what the Morrison government intends to do.
Australian Federal Government Coal Governments Markets Renewables
Australia’s transcontinental gas pipe dream: It simply doesn’t add up
Gas industry people have been saying gas is the transition fuel for at least 30 years. It's never been true in all that time, and it's not true now.
Coal Governments Keith Pitt Queensland Government Renewables
Powering North Queensland: How to swap coal for renewables in LNP heartland
In the short term, the answer for North Queensland might be doing more of the same, but swapping the coal out for renewable energy and redeploying the coal work...
Coal Electric Vehicles Markets Renewables
Cheap electricity is back, and the next casualty will be a coal fired generator
The recent decline in electricity prices is astonishing. And with 6GW-plus wind and solar about to enter the grid, the next big casualty will be a coal generator.
Australian Federal Government Coal Governments Markets Renewables Utilities
Cheap electricity is back in Australia
Australia is now enjoying low spot and futures prices for electricity. Cheap power is back.
