{"id":1425,"date":"2026-06-19T07:07:12","date_gmt":"2026-06-19T07:07:12","guid":{"rendered":"https:\/\/www.endgameanalytics.com.au\/?p=1202"},"modified":"2026-06-19T07:07:12","modified_gmt":"2026-06-19T07:07:12","slug":"milking-it","status":"publish","type":"post","link":"https:\/\/www.endgameanalytics.com.au\/ja\/milking-it\/","title":{"rendered":"Milking it"},"content":{"rendered":"

In this Weekly Dispatch: <\/h3>\n\n\n\n
    \n
  1. The AEMC’s final pricing review recommends shifting tariff complexity off household bills and onto retailers \u2014\u00a0pricing electricity “like milk”<\/a>\u00a0\u2014 while flagging up to $6 billion in network savings by 2040 and forcing retailers to disclose loyalty penalties.<\/li>\n\n\n\n
  2. Transgrid is asking the AER to\u00a0recover roughly $1.1 billion of its $1.5 billion EnergyConnect blowout from consumers<\/a>, after the NSW interconnector’s cost increased from $1.8 billion to $3.6 billion.<\/li>\n\n\n\n
  3. Singapore-based Firmus is on track to become\u00a0Tasmania’s single largest electricity user<\/a>, with AI factories proposed across Launceston, Bell Bay and Wesley Vale targeting up to 400 MW \u2014 as much as 15% of state supply.<\/li>\n\n\n\n
  4. The AER has granted five-year trial waivers letting VIOTAS and Enel X enrol large multi-site industrial loads in the\u00a0Wholesale Demand Response Mechanism<\/a>, testing whether flexible demand can ease peaks and defer grid investment.<\/li>\n\n\n\n
  5. Western Power has begun building\u00a018 community batteries across Perth and Bunbury<\/a>\u00a0\u2014 6.6 MW combined, part-funded by ARENA \u2014 to soak up rooftop solar and discharge into the evening peak.<\/li>\n\n\n\n
  6. Hyundai has completed\u00a0Australia’s first V2G discharge using the ISO 15118-20 standard<\/a>, pairing an IONIQ 9 with a CEC-listed StarCharge bidirectional charger as ARENA forecasts up to 2.6 million V2G homes by 2040.<\/li>\n\n\n\n
  7. The Bureau of Meteorology has\u00a0confirmed El Ni\u00f1o is underway<\/a>, with the Ni\u00f1o3.4 index at +0.92\u00b0C \u2014 above its +0.80\u00b0C threshold \u2014 bringing the BoM into line with NOAA and the WMO and signalling a drier, hotter winter\u2013spring for eastern Australia.<\/li>\n\n\n\n
  8. Endgame’s own piece,\u00a0republished on WattClarity<\/a>, argues the NEM’s deterministic planning hides tail risk and that the ESOO is no longer fit as a resilience instrument \u2014 making the case for stochastic modelling, stress-testing and wargaming.<\/li>\n\n\n\n
  9. INPEX is launching a commercial trial of\u00a0blue hydrogen power generation<\/a>\u00a0in Niigata, with first electricity sales due mid-June from a 1 MW turbine made by Germany’s 2G \u2014 hydrogen made from domestic natural gas, with the CO\u2082 sequestered in a depleted nearby gas field.<\/li>\n\n\n\n
  10. Podcast of the week: \u00a0Let Me Sum Up chat about the Domestic Gas Reservation Scheme<\/a> draft Design Framework, which is out for consultation.<\/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-1425","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