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Saturday, July 18, 2026
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Ray Wills & Peter Newman
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Commentary
Australia is running a data deficit – on EVs and the energy shift – and everyone pays the price
Australia has been accumulating a data deficit, cutting the science and statistics infrastructure that underpins evidence-based planning. EVs are the prime example.
Ray Wills & Peter Newman
Jul 17, 2026
5
Commentary
The real risk in Australia’s energy transition isn’t going too fast – it’s going too slow
The transition is going to happen. Our choice is whether we design rules around consumers and new technology, or cling to a model built for coal and gas that will soon be irrelevant.
Ray Wills & Peter Newman
Jun 26, 2026
11
Commentary
Chart of the Day: Farewell King Coal, long live King Solar (and wind and batteries)
In capacity-addition terms, fossil fuels are now just a thin orange strip at the bottom of a very tall green wall.
Ray Wills & Peter Newman
Jun 16, 2026
3
Commentary
Stop taxing the transition: Why fixed network charges get consumer energy resources all wrong
High fixed network tariffs lock in legacy cost structures, and protects the network’s revenue position instead of forcing it to compete on the value it provides.
Ray Wills & Peter Newman
Jun 2, 2026
5
Commentary
BHP vs Fortescue in the Pilbara: Who is really building Australia’s post-diesel future?
BHP once represented scale and an ability to shape the future. Now it acts as if smaller: a company hesitating while others show that diesel is a transition fuel, not a destination.
Ray Wills & Peter Newman
Jun 1, 2026
5
Commentary
Fortescue accelerates away from oil: doing what Australia should be doing on the fuel crisis
Fortescue is showing the future to the rest of Australia: Batteries and electrification replacing barrels and diesel, backed by firmed renewables rather than gas and oil.
Ray Wills & Peter Newman
Apr 10, 2026
8