{"id":1161,"date":"2026-06-05T06:45:45","date_gmt":"2026-06-05T06:45:45","guid":{"rendered":"https:\/\/www.endgameanalytics.com.au\/?p=1161"},"modified":"2026-06-05T06:45:46","modified_gmt":"2026-06-05T06:45:46","slug":"fuels-gold","status":"publish","type":"post","link":"https:\/\/www.endgameanalytics.com.au\/ja\/fuels-gold\/","title":{"rendered":"Fuel’s Gold"},"content":{"rendered":"

In this Weekly Dispatch: <\/h3>\n\n\n\n
    \n
  1. Australia’s emissions fell 2.1% in 2025<\/a>, with renewables hitting a record 46.5% of NEM generation in Q1 2026. Battery discharge nearly tripled, gas hit its lowest share since 2000, and wholesale prices dropped 12% year-on-year to $73\/MWh.<\/li>\n\n\n\n
  2. The Guardian’s\u00a0interactive feature on the household battery revolution<\/a>\u00a0examines how falling storage costs are cutting energy bills and reshaping the global energy transition.<\/li>\n\n\n\n
  3. CSIRO launched\u00a0FlexCost<\/a>\u00a0\u2014 a framework to quantify the cost of activating demand-side resources (EVs, home batteries, ACs) during grid stress. Generation costs are well understood; flexibility costs have not been, until now.<\/li>\n\n\n\n
  4. CommBank’s Vivek Dhar calls global oil markets a\u00a0“calm before the storm”<\/a>\u00a0\u2014 Brent has eased from ~$120 to the mid-$90s on Hormuz tension, but stockpile buffers are finite. Prices could hit $150 if supply disruptions persist, or fall to $80 if a deal is reached.<\/li>\n\n\n\n
  5. Kansai EPCO (Greater Osaka) is targeting a\u00a030% capacity expansion by 2040<\/a>, including new LNG builds and a potential next-gen nuclear unit at Mihama \u2014 Japan’s first new nuclear build since Fukushima.<\/li>\n\n\n\n
  6. Podcast of the week: Let Me Sum Up has its 100th<\/sup> episode<\/a>.<\/li>\n<\/ol>\n\n\n\n

    <\/p>","protected":false},"excerpt":{"rendered":"

    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-1161","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\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t