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Tuesday, November 10, 2026
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Tuesday, November 10, 2026
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Latest Markets
Policy & Planning
AEMO confirms outlook update after latest Snowy delay, as Murdoch papers resume “rolling blackouts” mode
The Australian Energy Market Operator is assessing what Snowy 2.0’s latest delay means for grid reliability. In the meantime, not everyone is keeping calm.
Peter Hannam
Nov 9, 2026
1
Commentary
The rise and fall of the LGC market and the data centre policy decision that will determine its fate
A seemingly niche decision around data centre standards will determine whether LGC prices retain some degree of health, or resume a death spiral to negligible value.
Marco Stella
Nov 5, 2026
1
New
Chart of the day
Chart of the day: Batteries in the ‘burbs are starting to compete with utility-scale storage
CER data has been used to rank nearly 2,500 postcodes across Australia for home battery capacity added through the federal rebate. Some suburbs are punching well above their weight.
Peter Hannam
Nov 5, 2026
9
Commentary
Victoria will have higher electricity prices and more gas without VNI West
ITK modelling suggests that without VNI West, Victoria will build and consume more gas and, once the brown coal exits, electricity prices jump 11–13 per cent higher than with VNI West.
David Leitch
Nov 4, 2026
6
Climate
“Serious omission:” Report says consultant advised government and industry on gas policy – and didn’t declare it
Consultancy under fire for providing advice to both the government and the fossil gas industry – without declaring its dual role.
Peter Hannam
Nov 4, 2026
4
All Markets
New
Policy & Planning
AEMO confirms outlook update after latest Snowy delay, as Murdoch papers resume “rolling blackouts” mode
The Australian Energy Market Operator is assessing what Snowy 2.0’s latest delay means for grid reliability. In the meantime, not everyone is keeping calm.
Peter Hannam
Nov 9, 2026
1
New
Commentary
The rise and fall of the LGC market and the data centre policy decision that will determine its fate
A seemingly niche decision around data centre standards will determine whether LGC prices retain some degree of health, or resume a death spiral to negligible value.
Marco Stella
Nov 5, 2026
1
New
Chart of the day
Chart of the day: Batteries in the ‘burbs are starting to compete with utility-scale storage
CER data has been used to rank nearly 2,500 postcodes across Australia for home battery capacity added through the federal rebate. Some suburbs are punching well above their weight.
Peter Hannam
Nov 5, 2026
9
New
Commentary
Victoria will have higher electricity prices and more gas without VNI West
ITK modelling suggests that without VNI West, Victoria will build and consume more gas and, once the brown coal exits, electricity prices jump 11–13 per cent higher than with VNI West.
David Leitch
Nov 4, 2026
6
New
Climate
“Serious omission:” Report says consultant advised government and industry on gas policy – and didn’t declare it
Consultancy under fire for providing advice to both the government and the fossil gas industry – without declaring its dual role.
Peter Hannam
Nov 4, 2026
4
New
Renewables
Chart of the Day: “Reality keeps surprising the IEA” when it comes to global solar growth
A new book explores the International Energy Agency’s consistent underestimation of the annual output of solar panels. This chart says it all.
Peter Hannam
Nov 4, 2026
2
New
Climate
Chart of the day: World notches up hottest October on record as 500 academics call for courage on climate
Last month was the hottest recorded for any October, according to Europe’s Copernicus service, increasing the likelihood 2026 will be second-warmest year since records began.
Peter Hannam
Nov 3, 2026
6
New
Renewables
Solar bonanza: Merchant revenues soar to highest level in two years as gas generation hits all-time low
After hitting record highs for energy generation across Australia’s main grid in September, October 2026 has proven to be a cracker of a month for large-scale solar on a different measure.
Sophie Vorrath
Nov 3, 2026
8
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