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Pork in the road

In this Weekly Dispatch:

  1. The AEMC releases the new market price cap in the NEM to be $23,200/MWh from July 1 2026.
  2. The federal government has launched a consultation into domestic capacity to manufacture wind turbines and associated infrastructure.
  3. Regional NSW councils say work on renewable energy projects is damaging local roads.
  4. A major energy company is taking Australia’s largest pork producer to court over plans to build gas pipelines through its property.
  5. The CSIRO launched the $3 million upgrade of its Renewable Energy Integration Facility (REIF) at its Energy Centre in Newcastle.
  6. An alliance of 11 industry groups have delivered a plan to the federal government for data centres, including that they invest in 100% new renewable energy.
  7. Podcast of the week:  Let Me Sum Up is back with carbon pricing and the US climate demands.

Flipping to a new page

In this Weekly Dispatch:

  1. The NSW Minister for Energy has directed ASL to deliver a firming tender in response to a forecast shortfall in capacity to meet the Energy Security Target from 2033-34.
  2. The offshore oil and gas regulator has shut down exports from Vermilion Oil and Gas Australia’s Wandoo gas field following an oil spill in December.
  3. Solar irradiance forecasting and various ways to predict cloud cover, limiting price spikes due to lower rooftop PV output.
  4. Stanwell has commenced commercial operations of its 300MW/600MWh Tarong battery energy storage system.
  5. [Paywalled]  The Queensland government is resisting giving network operators more powers to switch off household rooftop solar panels during grid distress.
  6. Podcast of the week:  Switched On discusses the ‘messy middle’ of sustainable finance.

Implications of the Electric Vehicle Transition for Transport Planning and Appraisal

The electricity market will change how we drive. Is policy keeping up?

Endgame Analytics is launching a new research series on decarbonising transport. We are pleased to partner with SCT Consulting to explore the emerging electric vehicle market and its growing nexus with the electricity sector.

The shift to Battery Electric Vehicles creates a bi-directional relationship where charging behaviour affects grid stability, and electricity market volatility dictates transport costs.

 Some key highlights:

  • Cost of Driving: BEV drivers will see fuel cost savings of between 65% to 100% compared to ICE vehicles, depending on when they charge — and with Vehicle-to-Grid technology, drivers could even be paid to charge.
  • Induced Demand: These lower operating costs have significant implications for future travel demand and congestion.
  • The Shadow Price of Mobility: Vehicle to grid technology introduces a new opportunity cost. Will drivers choose to forego a trip to capture the revenue from discharging to the grid?

Read the full paper here to understand the impacts on appraisal, policy, and the future research needed to support the transition. 

Get in Touch

Endgame Analytics and SCT Consulting are helping clients navigate these interactions between policy, technology, and economic strategy.

  • Martin Chow, Director (Endgame Analytics) | E: martin.chow@endgameanalytics.com.au
  • Isaac Mann, Consultant (Endgame Analytics) | E: isaac.mann@endgameanalytics.com.au
  • Seamus Christley, Managing Director (SCT Consulting) | E: seamus.christley@sctconsulting.com.au

Linker Taylor Solar Fly

In this Weekly Dispatch:

  1. The Australian Energy Regulator gives the green light to the first stage of Marinus Link
  2. Former energy minister Angus Taylor defeats Sussan Ley in a spill for leadership of the Liberal Party
  3. The NEM’s first bona fide solar-BESS hybrid – Quorn Park – enters the testing phase
  4. A solar BESS hybrid has been certified for participation in the Primary Frequency Control market in Japan for the first time
  5. Qantas and Airbus announce investment in Portland Renewable Fuels
  6. It is purported that Donald Trump will direct the Pentagon to purchase power from coal generators
  7. Fortescue begins commissioning of two new electric locomotives in the Pilbara
  8. The International Energy Agency releases a new global demand forecast
  9. The Queensland government has approved oil and gas exploration in the Taroom Trough
  10. Podcast of the week:  The Oxford Institute for Energy Studies discuss a paper regarding gas storage in the EU

A little bit of Monica

In this Weekly Dispatch:

  1. Snowy Hydro launches its newest tunnel boring machine, Monica, alongside assurances the project is 70% complete.
  2. The successful bids for the NSW Roadmap’s Tender Round 6 were announced, amounting to 1.17 GW (11.98 GWh) of storage.
  3. The federal government announced $60m in subsidies for EV car financing, but only for certain Kias and Hyundais.
  4. Origin Energy and Centennial Coal are in negotiations over coal supply to Eraring Power Station.
  5. A review into the governance of the Australian Energy Market Operator was announced.
  6. The AFR reports on winter demand peak challenges arising in Victoria as household gas use electrifies.
  7. After a false start in January, Japan’s Kashiwazaki Kariwa nuclear generator is set to resume generation on February 9, bringing 1,360 MW into the system.
  8. Economic Regulation Authority Western Australia release Benchmark Reserve Capacity Prices for the 2028/29 capacity year, using six hour BESS as the Benchmark Technology.
  9. Podcast of the week:  The Volts Podcast discuss the challenges of clean electrification in Taiwan.

Contact

a. A
Level 31, 9 Castlereagh St, Sydney NSW 2000
a.
Level 31, 9 Castlereagh St, Sydney NSW 2000

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