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 NSW Government
Will the NSW election deliver a change in electricity policy?
The major parties in NSW have developed policies to address climate and energy, but they don’t talk about them.
There's a bunch of reasons why wholesale electricity prices are higher than expected. But the numb-nuts should know this: coal is no longer cheap.
China's insatiable demand for property development and to add floor space is causing it to turn to imported coal that it - and the world - can barely afford.
AGL Governments Markets News & Commentary Renewables Utilities
Why 50% renewables by 2030 is such an easy target
In the shift to renewables, time is pressing on Australia's incumbent gentailers like AGL. Big decisions will have to be made, and made fairly promptly.
To go into big wind and solar generation big-time will cannibalise AGL's coal generation profits – it's the classic problem incumbents face from industry disruption.
Coal Markets Other Good Stuff Renewables
Know your NEM: Gas and hydro creamed the market as brown coal failed
Gas and hydro plants were the big beneficiaries as the unreliability of brown coal generation hit home in the January heatwave.
Despite a bumper year for renewables on Australia's grid, electricity prices remain stubbornly high. So what's going on?
The worm is starting to turn, as wind and solar power become widely acknowledged as the forthcoming mainstream suppliers of energy into the NEM. But can governments and regulators...
Battery Other Good Stuff Renewables Storage
One million batteries may not work the way you think they will
If Labor's one million battery target is achieved, what would that look like for the grid, and for consumers?
Markets Renewables Smart Energy
Network news: How Texas got its transmission needs right for wind and solar
There are a lot of similarities between the Texas and Australian grids, except for the fact that Texas did its network preparation properly, and Australia did not.
