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.
If you want to invest in climate change mitigation there are a myriad potential stocks. Here's some ideas.
Despite a new electricity strategy and emissions reduction target, NSW persists in having no real policy or even good analysis to back them up. And no electric vehicle policy.
Australian Federal Government Governments Markets
2020 vision: The AER has a new head, will there be change at the AEMC?
AEMC has been a drag on the electricity system for some years. It's time for a change at the top.
Australian Federal Government Climate Coal Governments Markets
The missing pieces from AEMO’s big energy transition plan
If the grid valued environmental outcomes there wouldn't need to be so many different scenarios in AEMO's Integrated System Plan.
Climate Markets Other Good Stuff
Know your NEM: More renewables, lower prices, questions over battery storage
High variable renewable energy output in the NEM will continue to push down Australia's power prices. Pity it's not having the same effect on Australia's total CO2 output.
Australian Federal Government China Climate Coal Governments
All eyes on Madrid, but they should be on China’s next 5-year energy plan
The climate talks in Madrid simply highlight how important China’s next electricity plan is for the world, for China and for Australia.
Forget about spies, China’s war on the world is visible in plain sight.
Australian Federal Government Climate Coal Governments Markets
Market re-design needs to factor in carbon, or there’s no point
The debate over energy-only and capacity signals will be redundant if the new market design does not factor in carbon emissions and climate change.
Climate Markets Renewables Solar Wind
Wind and solar start to pull prices down as average share rises to 20 per cent
Wind and solar now average a share of more than 20 per cent of grid demand, and are starting pull down prices - particularly in South Australia.
Renewable energy is growing rapidly, but the futures market in particular is yet to take into account the big pipeline of wind and solar about to join the grid.
