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.
Australian Federal Government Governments Markets Solar
Know your NEM: Electricity volumes and prices down, but not out
Volumes are soft in Australia but it’s a seasonally weak time of year anyway. Any decline in volumes is mostly commercial while household volumes will likely pick up.
Governments Queensland Government Renewables Solar Wind
North Queensland needs a new link to unlock massive wind and solar resource
There are strong arguments for a new link to unlock the massive wind and solar resources in north Queensland.
Australian Federal Government Battery Governments Markets Renewables Solar Storage
Know your NEM: Solar and battery sold short in energy transition blueprint
AEMO has sold the deployment of solar and costs of battery storage well short in its 20-year plan, according to industry experts.
Climate Coal Governments Markets
While Australia plays politics on coal, Asian markets tell the tale
A run around Asia reveals that coal generation faces headwinds in every country. But pig-headed politicians in Australia still choose to ignore the facts.
Markets Other Good Stuff Renewables Storage
Winners and losers of large-scale energy storage on the NEM
What is the impact of significant utility-scale storage volumes on the National Electricity Market? Who are the winners and losers, and where are the key risks?
Australian Federal Government Climate Coal Governments News & Commentary
Collinsville coal and Angus Taylor’s divide and conquer strategy
Energy minister Angus Taylor is using a series of bilateral deals to implement a national electricity strategy. We think this is one of the worst methods possible. Here's why.
Australian Federal Government Climate Coal Governments Markets
Let’s talk about gas: It’s expensive, dirty and struggling to compete with batteries
Gas generation is an expensive proposition on almost all grounds. And the world can't afford its emissions either.
AGL Markets Origin Renewables Utilities
NextEra gets it, but Origin and AGL don’t – and their shareholders have suffered
In the US, NextEra saw the future and committed to wind, solar and batteries. In Australia, AGL and Origin bet the house on fossil fuels, and their shareholders have...
Australian Federal Government Battery Governments Markets micro-grids Smart Energy Solar Storage Utilities
Know your NEM: Soft demand keeps prices low, Coalition’s bad gas play
Soft demand is keeping gas prices low, the Coalition's bad choice on gas generation, and why community storage makes more sense than household storage.
China Climate Coal Governments Markets
China – a few policy makers carry a heavy burden, but coal phase out is possible
Climate change is placing a heavy burden on China's policy-makers, but they have a potential roadmap to phase out coal and help cap warming at around 1.5°C.
