Cheaper transport costs mean that green ammonia is likely to be a thing well before green hydrogen at large scale.
Forcing gas generation into NSW is a loser policy
The federal government’s attempts to force new gas generation into NSW is a sign of just how badly it’s running energy policy. In truth, there is no real policy.
Australia must learn to dance with the new East-West carbon and energy wave
Once Asia’s economic super powers become convinced they don’t need fossil fuel imports, they will move in that direction.
Angus Taylor has failed as a politician and energy minister. He should be moved on
Yallourn closure will be quickly followed by others, and Taylor’s response shows the Coalition government has nothing to offer and doesn’t even understand what’s happening.
Electrification: Australia is heading in the wrong direction
There is no single energy significant industry where electricity has gained market share in the past decade.
Low prices increase chance of multiple coal generation closures
There are good reasons to think that the Liddell, Yallourn, Vales Point coal generators and a couple of coal units in Queensland could all close before 2030.
Neither AGL nor Origin have convinced investors they have a future
AGL and Origin have failed to really embrace decarbonisation as opportunity. They have chosen to ignore the low cost of wind and solar for the supply of bulk energy.
China offers a great electric transport example to Australia
While the Morrison government buries its head in the sand, Shenzen shows the strong public commitment required to transition to electric transport fleets.
Next three years will be huge for big wind and solar projects in Australia
Fully operational wind and solar in Australia’s main grid will almost double from today’s level in three years, adding an average of more than 500MW a month.
Owning “good” energy shares really paid off last year
The average “good” energy share in our random portfolio was up over 100% last year, and this performance has continued into January.
