Latest Commentary
Coal closure plan urgently needed as unreliable clunkers push power prices through roof
The growing unreliability of end of life coal fired power plants is costing Australians and domestic heavy industry dearly. Last week provided a case in point.Spitting chips: A deep dive into the data and token industry, and who carries the GPU risk
This note provides an estimate of demand and supply of tokens, draws a conclusion about GPU pricing trends, then looks at some specific data centre finance structures.
Data centres get a forecast in state’s new transmission plan. Electric heating gets a footnote
Consultation is underway on the guidelines that will shape transmission network planning for this state. Buried in the demand methodology is a curious asymmetry.
All Commentary
Coal closure plan urgently needed as unreliable clunkers push power prices through roof
The growing unreliability of end of life coal fired power plants is costing Australians and domestic heavy industry dearly. Last week provided a case in point.
Spitting chips: A deep dive into the data and token industry, and who carries the GPU risk
This note provides an estimate of demand and supply of tokens, draws a conclusion about GPU pricing trends, then looks at some specific data centre finance structures.Data centres get a forecast in state’s new transmission plan. Electric heating gets a footnote
Consultation is underway on the guidelines that will shape transmission network planning for this state. Buried in the demand methodology is a curious asymmetry.
State’s stand-alone solar fail: The energy transition should deliver more than a new landlord
Western Power’s stand-alone power system program is not an energy transition solution. It is a network asset management strategy dressed in solar panels.
Solar Sharer free power offer is being undermined by higher network charges and complex tariffs
Some households will use batteries, EV charging and behaviour change to make very good use of free solar offer. But none will be able to avoid the rise in daily fixed charges.
Darwin residents want answers on toxic gas export emissions. Science shows their concerns are warranted
Evidence shows benzene and other gas-related chemicals pose significant health risks. So why is the NT willing to green-light additional pollution without more rigorous monitoring?
Thin white strips on brown slopes: Manufactured ski seasons are fuelling the climate problem
Ribbons of manufactured snow remind us that national parks should be front-line responses to climate change, not showcases for energy-intensive recreations that deepen the problem.
Most popular.
2
3
Podcasts
