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
Coal
Governments
Markets
Renewables
More wind and solar means early closure of coal plants is more likely
We now estimate that Australia's main grid will be around 45% renewable as early as 2025, and that spells bad news for some coal generators.
AEMC
AEMO
AER
Battery
ESB
Governments
Insight
Institutions
Markets
Storage
Utilities
Community battery storage will help “dumb” networks catch up with energy transition
Community battery storage could make Australia's networks smarter and cheaper, and bring their technology into the same century as the clean energy transition.
China
Climate
Coal
Governments
Markets
Renewables
China’s coal contradiction: The power’s not cheap, and the fuel is not abundant
China is the world's biggest producer of energy-intensive products, but it has higher than average energy costs and will be stuck with these until it gets out of coal.
Governments
Insight
Queensland Government
Renewables
Utilities
North Queensland: The case for Copperstring link to Mt Isa, and renewable mirogrids
Weighing the case for a new link to Mt Isa, and the push into renewable micro-grids for other remote consumers in north Queensland.
Climate
Markets
Other Good Stuff
Renewables
Storage
Utilities
Investors are high on clean energy and decarbonisation stocks
Investors in clean energy and decarbonisation stocks have done very well over the last 12 months.
AEMC
AEMO
AER
Australian Federal Government
Coal
ESB
Insight
Institutions
Markets
Renewables
Solar
Enough new wind and solar locked in to kill three coal generators by 2025
Committed wind and solar projects will take renewables share to about 42% by 2025, and add enough new capacity to force closure of up to three coal generators.
Australian Federal Government
Climate
Coal
Gas
Governments
Markets
Solar
Wind
Wind and solar hit record levels of production, gas the big loser
Wind and solar reach record share of generation in Australia's main grid, as gas relegated to a bit part.
Australian Federal Government
Gas
Governments
Markets
How good is gas? Well, in the US, the shale sector is a financial disaster
In the US, the gas sector is giving up. So why would Australian taxpayers go down this path? Is it because we just want to throw away money?
Australian Federal Government
Climate
Gas
Governments
Markets
Renewables
Solar
Money talks, BS walks: It’s global comedy hour, with a special Australian segment
The federal government energy and climate policy has turned into complete farce.
Climate
Coal
Markets
Renewables
Solar
Wind
Know Your NEM: Wind and solar take 22 pct market share in early Spring clean
Wind and solar have upped their share of the market over the past month. And there's another 7GW to be added.
