Grant King steps down with his exceptionally high regard diminished by the APLNG adventure, while APA flags a new pipeline, betting on rising gas prices.
High risk plays on energy market as Victoria renewables target looms
Traders are playing a short game on the futures market, which seems high risk given Victoria’s renewable energy ambitions and questions over future of major smelter. And a question over Redflow battery storage maker.
Energy Disruption: Is there a way to get network tariffs right?
Australian network pricing policy is increasingly dysfunctional. At minimum, it’s a barrier to innovation and progress. At its worst it means inefficient, high cost electricity. So can we fix it?
Know your NEM: Cold weather sparks jump in volumes, prices
Electricity market volumes and prices jumped on the NEM as a cold snap hit, while Infigen and ERM announced their annual results.
What will COAG reforms mean for Australia’s gas ringmaster?
Gas has a problem. Without a carbon price, it’s more expensive than coal. With a carbon price, it struggles to compete with renewables and storage.
New transmission line will open up wind farm opportunities
Spark Infrastructure has first hand experience of the impact that renewables have on the wires and poles business and the opportunities and challenges that presents.
Duet’s stock price to be driven by emerging clean energy focus
DUE’s share price will likely be driven by the success or otherwise of its remote energy and clean energy segment.
Know your NEM: Spot prices below last year, futures also down
Spot prices were below last year, in all States, possibly reflecting good level of wind generation, soft demand and that most interconnectors seem to be working.
Origin Energy: The worst is behind it, but demerger looms
The worst appears behind it, but Origin Energy is clearly two companies under one banner. A split appears inevitable, the only question is how it will happen.
Know your NEM: volumes down, but futures prices at record highs
An uneventful week, apart from the AGL results and the cancellation of the Portland energy supply contract.










