{"id":1427,"date":"2026-07-03T08:40:30","date_gmt":"2026-07-03T08:40:30","guid":{"rendered":"https:\/\/www.endgameanalytics.com.au\/?p=1213"},"modified":"2026-07-03T08:40:30","modified_gmt":"2026-07-03T08:40:30","slug":"wind-woes","status":"publish","type":"post","link":"https:\/\/www.endgameanalytics.com.au\/ja\/wind-woes\/","title":{"rendered":"Wind woes"},"content":{"rendered":"

In this Weekly Dispatch: <\/h3>\n\n\n\n
    \n
  1. South Australia experienced its worst wind drought in seven years<\/a>, with prices hitting the market price cap twice and gas surging from under 5% to more than 50% of generation.<\/li>\n\n\n\n
  2. Firmus has signed a 12-year, 600 MW wholesale energy supply deal with commodities trader Gunvor<\/a> to power its planned South Australian AI Factory campuses, with Gunvor backing 1.2 GW of new renewable generation and 1.5 GWh of battery storage by 2032.<\/li>\n\n\n\n
  3. WA has launched consultation on its Future Energy System Outlook (FESO)<\/a>, a scenarios-based study out to 2050 for the South West Interconnected System.<\/li>\n\n\n\n
  4. The Australian Energy Regulator has formally separated from the ACCC to become a standalone Commonwealth entity<\/a> from 1 July, gaining direct control of its own staffing and corporate services while its regulatory functions and independence remain unchanged.<\/li>\n\n\n\n
  5. South32 has agreed to sell its aluminium value chain (including Worsley Alumina in WA, Hillside Aluminium in South Africa and three Brazilian assets) to Alcoa<\/a> for up to US$5.6 billion, as it refocuses on copper, zinc, silver, lead and manganese.<\/li>\n\n\n\n
  6. None of China’s major battery makers have yet received Japan’s JC-STAR cybersecurity certification<\/a>, which will be required for grid-connected BESS and solar\/wind equipment from FY2027, fuelling concerns the scheme is a de facto China-exclusion tactic.<\/li>\n\n\n\n
  7. TEPCO has confirmed its total \u00a5100 billion (~AUD 900 million) community payout to Niigata Prefecture<\/a> tied to the restart of its Kashiwazaki-Kariwa Unit 6 (1.36 GW).<\/li>\n\n\n\n
  8. Podcast of the week: Bloomberg’s Switched On \u2014 \u201cBattery Boom Is Upending Australian Power Market Rules\u201d<\/a>, on how Australia’s battery boom is eroding the arbitrage returns that drove its early growth.<\/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-1427","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