Latest 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.The great gas disconnect: Why Australia needs a managed exit strategy for stranded gas network
The burden of a dying gas industry must be shared proportionately between network investors, governments, and consumers.
Australia is stuck in a vicious circle of diesel fuel dependence. Chinese electric trucks offer a way out
Australia remains extraordinarily dependent on imported diesel to move freight and support much of its industrial economy. We should look to China for a new strategy.
All 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.
The great gas disconnect: Why Australia needs a managed exit strategy for stranded gas network
The burden of a dying gas industry must be shared proportionately between network investors, governments, and consumers.Australia is stuck in a vicious circle of diesel fuel dependence. Chinese electric trucks offer a way out
Australia remains extraordinarily dependent on imported diesel to move freight and support much of its industrial economy. We should look to China for a new strategy.
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.
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