{"id":1531,"date":"2026-08-14T07:05:19","date_gmt":"2026-08-14T07:05:19","guid":{"rendered":"https:\/\/www.endgameanalytics.com.au\/?p=1531"},"modified":"2026-08-14T07:05:20","modified_gmt":"2026-08-14T07:05:20","slug":"you-say-tomaygo-and-i-say-tomahgo","status":"publish","type":"post","link":"https:\/\/www.endgameanalytics.com.au\/ja\/you-say-tomaygo-and-i-say-tomahgo\/","title":{"rendered":"You say Tomaygo and I say Tomahgo"},"content":{"rendered":"<h3 class=\"wp-block-heading\">Highlights from the Australian market<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The federal and NSW governments will split <a href=\"https:\/\/www.theguardian.com\/business\/2026\/aug\/13\/rio-tinto-australia-tomago-aluminium-2bn-bailout-deal-renewable-energy\">$2.5 billion to keep the Tomago aluminium smelter running<\/a> in return for 100% renewable supply from 2033 and $1.1 billion of Rio&#8217;s own investment.<\/li>\n\n\n\n<li>Energy ministers have <a href=\"https:\/\/theenergy.co\/articles\/ministers-support-tweaks-to-aemos-governance\">backed all 14 recommendations of the Ray review into AEMO&#8217;s governance<\/a>, agreeing to divest AusEnergy Services Limited and shift AEMO to full government membership while leaving the ISP untouched.<\/li>\n\n\n\n<li>Chris Bowen has <a href=\"https:\/\/www.theguardian.com\/australia-news\/2026\/aug\/05\/chris-bowen-vows-to-override-queensland-and-nt-to-force-renewables-powered-ai-datacentres\">warned states they may toughen the federal data centre rules but not water them down<\/a>, while the AEMC has <a href=\"https:\/\/www.aemc.gov.au\/news-centre\/media-releases\/data-centres-bring-clean-firm-energy-be-flexible-and-pay-their-way-aemc-advises-ministers\">told ministers data centres should bring their own clean, firm energy<\/a>.<\/li>\n\n\n\n<li>The CER has confirmed the <a href=\"https:\/\/cer.gov.au\/schemes\/renewable-energy-target\/small-scale-renewable-energy-scheme\/small-scale-renewable-energy-systems\">Small-scale Renewable Energy Scheme will expand to solar systems up to 1 MW<\/a>, ten times the current cap and aimed at the stalled commercial-and-industrial &#8220;missing middle&#8221;.<\/li>\n\n\n\n<li>South Australia has announced a <a href=\"https:\/\/www.abc.net.au\/news\/2026-08-11\/why-is-south-australia-holding-royal-commission-into-ai\/107018396\">nation-first royal commission into artificial intelligence<\/a>, a ~$3 million inquiry prompted partly by data centre proposals at Tailem Bend but focused mainly on work and labour.<\/li>\n\n\n\n<li>Electric vehicles took <a href=\"https:\/\/thedriven.io\/2026\/08\/05\/evs-take-21-7-pct-market-share-in-july-as-byd-and-tesla-lead-continuing-surge-in-electric-car-sales\/\">21.7% of Australia&#8217;s new-car market in July<\/a>, a second straight month above 20%, with BYD&#8217;s 5,116 deliveries beating Tesla&#8217;s record July result.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">News from Japan<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Paywalled: Kansai Electric&#8217;s 1.18 GW Oi Unit 3 <a href=\"https:\/\/www.nikkei.com\/article\/DGXZQOUF082K70Y6A800C2000000\/\">tripped automatically on Saturday 8 August<\/a> after a loss-of-field alarm on the generator and remains offline with no restart date.<\/li>\n\n\n\n<li>Paywalled: Japan&#8217;s supplementary T-1 capacity auction for FY2027 cleared every bid yet <a href=\"https:\/\/www.denkishimbun.com\/archives\/414305\">still missed its target for the first time<\/a>, securing 4.58 GW at \u00a510,361\/kW and leaving Hokkaido short with no new entrants able to close the gap.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Podcast of the week<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Zugzwang: The Market Modelling Podcast.<\/strong> The energy sector has been asking for this. Zugzwang is Endgame Analytics&#8217; new podcast digging into market modelling, from Oliver Nunn and Jack Simpson.<br><br>The name comes from chess, a position where any move you make leaves you worse off. It&#8217;s hard to pronounce and a little pretentious, and that&#8217;s exactly the point.<br><br>Episodes launching next week. Subscribe and listen to the teaser here: <a href=\"https:\/\/open.spotify.com\/show\/0346ILtbXgKJJIlOy64p1i?si=77a682128e1c4836\">https:\/\/open.spotify.com\/show\/0346ILtbXgKJJIlOy64p1i?si=77a682128e1c4836<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>Highlights from the Australian market News from Japan Podcast of the week Zugzwang: The Market Modelling Podcast. The energy sector has been asking for this. Zugzwang is Endgame Analytics&#8217; new podcast digging into market modelling, from Oliver Nunn and Jack Simpson. The name comes from chess, a position where any move you make leaves you worse off. It&#8217;s hard to pronounce and a little pretentious, and that&#8217;s exactly the point. Episodes launching next week. Subscribe and listen to the teaser here: https:\/\/open.spotify.com\/show\/0346ILtbXgKJJIlOy64p1i?si=77a682128e1c4836<\/p>","protected":false},"author":18,"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-1531","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=\"Highlights from the Australian market The federal and NSW governments will split $2.5 billion to keep the Tomago aluminium smelter running in return for 100% renewable supply from 2033 and $1.1 billion of Rio&#039;s own investment. 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