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.
Climate Markets Other Good Stuff
Know your NEM: More renewables, lower prices, questions over battery storage
High variable renewable energy output in the NEM will continue to push down Australia's power prices. Pity it's not having the same effect on Australia's total CO2 output.
Australian Federal Government China Climate Coal Governments
All eyes on Madrid, but they should be on China’s next 5-year energy plan
The climate talks in Madrid simply highlight how important China’s next electricity plan is for the world, for China and for Australia.
Forget about spies, China’s war on the world is visible in plain sight.
Australian Federal Government Climate Coal Governments Markets
Market re-design needs to factor in carbon, or there’s no point
The debate over energy-only and capacity signals will be redundant if the new market design does not factor in carbon emissions and climate change.
Climate Markets Renewables Solar Wind
Wind and solar start to pull prices down as average share rises to 20 per cent
Wind and solar now average a share of more than 20 per cent of grid demand, and are starting pull down prices - particularly in South Australia.
Renewable energy is growing rapidly, but the futures market in particular is yet to take into account the big pipeline of wind and solar about to join the grid.
Share of wind and solar jumps to 18.7%, while share of coal falls an incredible 8% over 12 months.
Coal Markets Renewables Snowy Hydro Solar Storage Wind
How much storage do we need for all this wind and solar?
The Integrated System Plan is no more than a scenario guess-timator when it comes to fuel forecasting, but its insights into storage needs is interesting.
Australian Federal Government Governments Renewables Solar Wind
Analysis: AEMC road map ignores advice, and could make things worse
New AEMC blueprint ignores bulk of expert submissions and overseas experience, and may make Australia's transmission problems worse for new generation rather than better.
Australian Federal Government Battery Coal Governments Hydro Renewables Solar Storage Wind
How much new dispatchable generation does Australia need?
Australia is facing numerous coal plant closures but no one really knows how much new dispatchable generation is needed to replace it.
