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.
Investors, including the government owners, have lost around $A35 billion on their China coal expansion strategy in the past five years.
AEMC AEMO AER Australian Federal Government Coal ESB Governments Institutions Markets Utilities
As states negotiate transmission debacle, it’s radio silence from the Feds
Federally, there is no policy, no plan for policy, and no decent process for policy development. Neither is there much support for all the work everyone else does.
AEMC AEMO AER Australian Federal Government ESB Governments Institutions Renewables Smart Energy Solar
Why the Energy Security Board is exactly what the NEM needs
The ESB has done a job the AEMC wasn’t doing, and additionally it has championed the ISP in a necessary way.
Markets News & Commentary Origin Renewables Utilities
Origin is living proof that incumbents don’t manage disruption well
If Origin wants to appeal to investors, it's got to get back on the path of making a future for itself. And that path lies in taking advantage of...
As things stand, and without big change, AGL will remain a sad old play on electricity prices with ageing assets that no one wants.
Battery Markets Renewables Storage
Virtual inertia in practice: How South Australia’s second big battery made its mark
The use of grid-forming inverters and the creation of "virtual inertia" at the Dalrymple battery in South Australia has been a critical step towards a decarbonised grid.
Angus Taylor Australian Federal Government Governments Markets People
Market operator’s 20-year transition plan remains an orphan without Taylor’s backing
AEMO's Integrated System Plan is a fine piece of work, but may lack bite in the absence of support from Angus Taylor, and with Australia's backward regulatory regime.
Demand is up in past month, and wind was down, but renewables share has grown over last 12 months and is helping lock in low prices for next year...
AEMC AEMO AER Australian Federal Government Climate Coal ESB Governments Institutions Markets
Angus Taylor works to undo Finkel, as key institutions struggle with change
A government with Keith Pitt as resources minister, Angus Taylor in charge of energy, and a rump of hardline Queensland MPs, will give short shrift to the experts.
Australian Federal Government Governments Hydrogen Markets Renewables Solar Wind
Hydrogen: The great energy hope, or a whole lot of hype?
Exported Australian hydrogen may have to compete with much cheaper offshore wind farms for a share of Asian electricity markets.
