{"id":1582,"date":"2026-08-28T04:54:38","date_gmt":"2026-08-28T04:54:38","guid":{"rendered":"https:\/\/www.endgameanalytics.com.au\/?p=1582"},"modified":"2026-08-28T04:54:39","modified_gmt":"2026-08-28T04:54:39","slug":"scooby-dooby-esoooooo","status":"publish","type":"post","link":"https:\/\/www.endgameanalytics.com.au\/ja\/scooby-dooby-esoooooo\/","title":{"rendered":"Scooby-dooby-ESOOoooo"},"content":{"rendered":"<h3 class=\"wp-block-heading\">Highlights from the Australian market<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AEMO&#8217;s <a href=\"https:\/\/www.aemo.com.au\/energy-systems\/electricity\/national-electricity-market-nem\/nem-forecasting-and-planning\/forecasting-and-reliability\/nem-electricity-statement-of-opportunities-esoo\">2026 Electricity Statement of Opportunities<\/a> shows an improved reliability outlook with gaps not emerging until 2030-31 in NSW and Victoria under the official standard; <a href=\"https:\/\/wattclarity.com.au\/articles\/2026\/08\/26aug-why-the-switch-a-roo-with-the-esoo\/\">WattClarity questions<\/a> whether that improvement is partly an artefact of a contested 2023 methodology change adding 6-12 month buffers before new projects count toward the forecast.<\/li>\n\n\n\n<li>Chris Bowen has launched <a href=\"https:\/\/minister.dcceew.gov.au\/bowen\/media-releases\/joint-media-release-new-capacity-investment-scheme-tender-include-developer-rating-scheme\">Capacity Investment Scheme Tender 11<\/a>, seeking 1.8GW of wind and solar in WA to help replace coal plants closing by 2029. In spite of this, <a href=\"https:\/\/www.abc.net.au\/news\/2026-08-25\/wind-farm-drought-threatens-australias-renewable-energy-target\/107070744\">recent analysis from the ABC<\/a> shows that only 4 of 31 Capacity Investment Scheme-backed wind projects reaching financial close as construction costs have risen 30-50% since bids were submitted.<\/li>\n\n\n\n<li>The AER has <a href=\"https:\/\/www.aer.gov.au\/news\/articles\/communications\/aer-releases-its-strategic-plan-2026-2030?aid=zzzz6a8b652f2c75a875\">released its Strategic Plan 2026-2030<\/a> with concrete commitments including implementing an effective domestic gas reservation scheme and driving more efficient utilisation of electricity distribution networks.<\/li>\n\n\n\n<li>National cabinet has resolved that <a href=\"https:\/\/www.abc.net.au\/news\/2026-08-26\/gun-licences-restricted-to-citizens-data-centre-carve-out\/107079926\">Queensland and the Northern Territory can power new data centres with coal and gas<\/a> rather than exclusively new renewables, a carve-out from the Albanese Government&#8217;s original push for a uniform national standard, with federal legislation now not expected until 2027.<\/li>\n\n\n\n<li>Victoria has <a href=\"https:\/\/www.abc.net.au\/news\/2026-08-26\/offshore-wind-auction-opens-renewable-energy-turbines\/107078520\">opened its first offshore wind auction<\/a>, seeking 2GW of capacity across Gippsland and Warrnambool zones (enough for 1.5 million homes), with bids closing August 2027, contracts awarded in 2028, and first power expected in 2035.<\/li>\n\n\n\n<li>The <a href=\"https:\/\/www.boilingcold.com.au\/australian-renewable-energy-hubs-50b-plan-shrinks-and-drops-hydrogen\/\">Australian Renewable Energy Hub has shrunk<\/a> from a planned 26GW to 15GW, with proponents InterContinental Energy and CWP Global dropping the hydrogen and ammonia export components entirely.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.oxfordeconomics.com\/resource\/data-centres-energy-demand-outlook-in-australia\/\">Oxford Economics forecasts<\/a> Australian data centre electricity demand will more than triple from 5.1TWh in FY26 to 33.7TWh by FY36 under its central scenario, with NSW and Victoria accounting for over 85% of that load and data centres consuming up to 19% of those states&#8217; grid-supplied electricity by then.<\/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: Kirin has begun <a href=\"https:\/\/www.nikkei.com\/prime\/gx\/article\/DGXZQOUC309PW0Q6A730C2000000\">producing green hydrogen on-site<\/a> at one of its beer factories using a 280kW solar array, targeting 70-80 tonnes of hydrogen annually to cover up to 23% of the plant&#8217;s heating needs.<\/li>\n\n\n\n<li>Paywalled: Japan&#8217;s grid operator OCCTO has <a href=\"https:\/\/www.denkishimbun.com\/archives\/415177\">proposed a new &#8220;Complementary Auction&#8221;<\/a> within its Capacity Market, run alongside the existing Reserve Power auction, both effectively paying older thermal plants to stay online amid concerns that supply will remain tight through FY2030.<\/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\">Catalyst with Shayle Kann <a href=\"https:\/\/open.spotify.com\/episode\/0LYOFkjhI9BNFUW0nhmPsJ\">talks to Voya Energy&#8217;s Richard Wang<\/a> about replacing diesel backup generators with an electrochemical generator that produces electricity from aluminium pellets and air.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/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 Catalyst with Shayle Kann talks to Voya Energy&#8217;s Richard Wang about replacing diesel backup generators with an electrochemical generator that produces electricity from aluminium pellets and air.<\/p>","protected":false},"author":17,"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-1582","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 AEMO&#039;s 2026 Electricity Statement of Opportunities shows an 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04:54:39","updated":"2026-08-28 06:29:20","seo_analyzer_scan_date":null},"aioseo_breadcrumb":"<div class=\"aioseo-breadcrumbs\"><span class=\"aioseo-breadcrumb\">\n\t\t\t<a href=\"https:\/\/www.endgameanalytics.com.au\/ja\" title=\"Home\">Home<\/a>\n\t\t<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\t\t\t<a href=\"https:\/\/www.endgameanalytics.com.au\/ja\/category\/the-weekly-dispatch\/\" title=\"THE WEEKLY DISPATCH\">THE WEEKLY DISPATCH<\/a>\n\t\t<\/span><span class=\"aioseo-breadcrumb-separator\">&raquo;<\/span><span class=\"aioseo-breadcrumb\">\n\t\t\tScooby-dooby-ESOOoooo\n\t\t<\/span><\/div>","aioseo_breadcrumb_json":[{"label":"Home","link":"https:\/\/www.endgameanalytics.com.au\/ja"},{"label":"THE WEEKLY 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