{"id":1116,"date":"2026-03-27T06:29:40","date_gmt":"2026-03-27T06:29:40","guid":{"rendered":"https:\/\/www.endgameanalytics.com.au\/?p=1116"},"modified":"2026-03-27T06:29:41","modified_gmt":"2026-03-27T06:29:41","slug":"alluminium-or-nothing","status":"publish","type":"post","link":"https:\/\/www.endgameanalytics.com.au\/ja\/alluminium-or-nothing\/","title":{"rendered":"All(um)in(ium) or nothing"},"content":{"rendered":"<h3 class=\"wp-block-heading\">In this Weekly Dispatch: <\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.aemo.com.au\/newsroom\/media-release\/2026-GSOO?utm_source=Dynamics%20365%20Customer%20Insights%20-%20Journeys&amp;utm_medium=email&amp;utm_term=N%2FA&amp;utm_campaign=EXT_AEMO%20Comms_Thursday%2026%20March%202026&amp;utm_content=EXT%20-%20AEMO%20Comms%20-%2026%20March%202026#msdynmkt_trackingcontext=9e037269-d900-4b6c-aa75-6acb83290300\">AEMO released the 2026 Gas Statement of Opportunities\u202f<\/a>(GSOO)\u202ffor the East Coast Gast Market, finding improved near-term supply conditions.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.abc.net.au\/news\/2026-03-23\/international-energy-agency-second-fuel-release-possible\/106485418\">IEA says second round of emergency fuel releases is on table<\/a> with world leaders failing to grasp the depth of the energy crisis, saying it has dwarfed the fuel crises of the 1970s.<\/li>\n\n\n\n<li>The Institute for Energy Economics and Financial Analysis (IEEFA) <a href=\"https:\/\/ieefa.org\/articles\/perfect-storm-boost-australias-energy-security\">calls for Australia to reduce its exposure to oil shocks, having the lowest reserves<\/a> out of all International Energy Agency (IEA) members.<\/li>\n\n\n\n<li>The Queensland and federal governments will each <a href=\"https:\/\/www.abc.net.au\/news\/2026-03-25\/rio-tinto-boyne-aluminium-smelter-gets-government-bailout\/106494232\">invest $1 billion to help Rio Tinto&#8217;s Boyne aluminium smelter transition<\/a> to renewable energy.<\/li>\n\n\n\n<li>Australia&#8217;s <a href=\"https:\/\/www.abc.net.au\/news\/2026-03-24\/diesel-standards-relaxed-as-fuel-shortages-revealed\/106491960\">diesel standards will be lowered for six months<\/a>.<\/li>\n\n\n\n<li>Synergy has entered <a href=\"https:\/\/www.wa.gov.au\/government\/media-statements\/Cook%20Labor%20Government\/Key-agreements-to-power-WA%27s-renewable-energy-future-20260322\">Power Purchase Agreements with two wind farms<\/a>.<\/li>\n\n\n\n<li>In response to the ongoing geopolitical crisis in the Middle East, <a href=\"https:\/\/www.nikkei.com\/article\/DGXZQOUA262IZ0W6A320C2000000\/\">the Japanese government has decided to ramp up the use of &#8220;inefficient&#8221; coal power plants<\/a>, for a temporary one-year period of FY2026.<\/li>\n\n\n\n<li>Paywalled: NSW government is <a href=\"https:\/\/www.afr.com\/policy\/energy-and-climate\/tomago-bailout-is-on-you-minns-tells-federal-labor-20260326-p5ziu4\">seeking a similar deal<\/a> (as Rio Tinto above) with the federal government to rescue Tomago smelter.<\/li>\n\n\n\n<li>Podcast of the week: Let Me Sum Up chat about <a href=\"https:\/\/open.spotify.com\/episode\/7mH3w7yOYfEygXFZQQXOON?si=uxMtOLyTRm21ApLDr7RcUw\">measures to reduce impacts on households due to the energy crisis<\/a> and PHEVs.<\/li>\n<\/ol>","protected":false},"excerpt":{"rendered":"<p>In this Weekly Dispatch:<\/p>","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[9,7],"tags":[44,32,27,33,31,45,28,38,46],"topic":[],"industry":[20],"class_list":["post-1116","post","type-post","status-publish","format-standard","hentry","category-news","category-the-weekly-dispatch","tag-australia","tag-electricity","tag-energy","tag-modelling","tag-nem","tag-news","tag-prices","tag-system","tag-updates","industry-energy"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.9 - aioseo.com -->\n\t<meta name=\"description\" content=\"In this Weekly Dispatch: AEMO released the 2026 Gas Statement of Opportunities (GSOO) for the East Coast Gast Market, finding improved near-term supply conditions. 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