Data, Dalby, Data
Highlights from the Australian market News from Japan Podcast of the week Zugzwang: Episode 3 – What is transmission really worth? The latest episode of Zugzwang: The market modelling podcast is now available! Jack Simpson, Oliver Nunn and Jabez Wilson discuss modelling philosophy and put it to work on one of the NEM’s most contested assets: transmission. Listen now on your favourite platform. Spotify: https://open.spotify.com/show/0346ILtbXgKJJIlOy64p1i Apple Podcasts: https://podcasts.apple.com/us/podcast/zugzwang/id6801348317 YouTube: https://www.youtube.com/playlist?list=PLQ3gvq2Ccils
Gas walk-back
Highlights from the Australian market News from Japan Podcast of the week Catalyst with Shayle Kann asks whether data centers actually increase electricity prices; the answer is more nuanced than it first appears, with data centres able to lower local utility rates even as they contribute to rising grid costs elsewhere.
Load bearing
What data centres do to the NEM, & the regulatory path to manage it Data centres are no longer a hypothetical addition to the National Electricity Market. AEMO’s 2026 Electricity Statement of Opportunities, published in August, counted 225 known data centre projects at various stages of the connection process, with proposed connection capacity across all stages having risen from 38 GW to 67 GW over the past year. This article models the consequences of that arrival for the power system, then closes with our regulatory review – our position on the AEMC and AEMO proposals now on the table to manage it, and a practical action plan for data centres. […]