{"id":1804,"date":"2026-10-02T06:04:13","date_gmt":"2026-10-02T06:04:13","guid":{"rendered":"https:\/\/www.endgameanalytics.com.au\/?p=1804"},"modified":"2026-10-02T06:04:14","modified_gmt":"2026-10-02T06:04:14","slug":"bell-bay-blues","status":"publish","type":"post","link":"https:\/\/www.endgameanalytics.com.au\/ja\/bell-bay-blues\/","title":{"rendered":"Bell Bay Blues"},"content":{"rendered":"<h3 class=\"wp-block-heading\">Highlights from the Australian market<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.abc.net.au\/news\/2026-09-30\/ev-sales-double-australia-one-in-four-new-cars-electric\/107210480\">EV sales in Australia have more than doubled in a year to one in four new cars sold<\/a>, with EVs outselling petrol and diesel vehicles for the first time last month.<\/li>\n\n\n\n<li>The government&#8217;s <a href=\"https:\/\/www.energy.gov.au\/publications\/australian-energy-update-2026\">Australian Energy Update 2026<\/a> shows Australia&#8217;s total energy use fell 5% as electric vehicles, rooftop solar and growing renewable generation replace fossil fuels.<\/li>\n\n\n\n<li>Goodman Group has <a href=\"https:\/\/www.abc.net.au\/news\/2026-09-28\/lane-cove-ai-data-centre-plans-abandoned-by-goodman-group\/107205120\">withdrawn its controversial $1.2 billion &#8220;Project Mars&#8221; data centre in Lane Cove<\/a>, citing community opposition and a changing regulatory environment as resistance to AI infrastructure grows across the country.<\/li>\n\n\n\n<li>Sydney solar retailer <a href=\"https:\/\/www.abc.net.au\/news\/2026-09-30\/macarthur-solar-collapse\/107150190\">Macarthur Energy has collapsed owing $3.4 million to creditors<\/a>, leaving customers out of pocket by up to $17,600 for batteries never installed and raising questions about consumer protections under the federal Cheaper Home Batteries Program.<\/li>\n\n\n\n<li>The federal and Tasmanian governments have announced a <a href=\"https:\/\/www.abc.net.au\/news\/2026-10-01\/bell-bay-smelter-200m-funding-package\/107213902\">$200 million lifeline for Rio Tinto&#8217;s Bell Bay Aluminium smelter<\/a>, backing a five-year power deal with Hydro Tasmania that secures 550 direct jobs.<\/li>\n\n\n\n<li><a href=\"https:\/\/minister.dcceew.gov.au\/bowen\/media-releases\/joint-media-release-marinus-link-delivering-australias-energy-future\">Marinus Link has begun its next construction phase<\/a> with a sod-turning ceremony for the undersea interconnector between North West Tasmania and Victoria&#8217;s Latrobe Valley, with the related transmission works due in service by 2030.<\/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: Kyushu Electric&#8217;s incoming president, Norihiro Nakamura, says the utility is <a href=\"https:\/\/www.nikkei.com\/article\/DGXZQOJC299DG0Z20C26A9000000\/\">considering building new nuclear capacity<\/a>, as demand in the region grows from AI data centres and semiconductor hubs such as TSMC&#8217;s.<\/li>\n\n\n\n<li>Paywalled: TEPCO is <a href=\"https:\/\/www.nikkei.com\/article\/DGXZQOUC258EI0V20C26A9000000\/\">tightening its grid connection rules<\/a> to stop data centre developers holding queue spots without firm plans; from October 2026, it will cancel requests if the initial construction deposit (10% of estimated costs) isn&#8217;t paid within three months, or if development plans change during the application stage.<\/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: Episode 4 &#8211; Benchmarking battery optimisers<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The latest episode of <em>Zugzwang: The market modelling podcast<\/em> is now available!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Jack Simpson and Oliver Nunn are joined by Rakhesh Martyn, founder and CEO of Hachiko, to unpack how battery optimisers actually capture value.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Spotify: <a href=\"https:\/\/open.spotify.com\/show\/0346ILtbXgKJJIlOy64p1i\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/open.spotify.com\/show\/0346ILtbXgKJJIlOy64p1i<\/a><br>Apple Podcasts:&nbsp;<a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/zugzwang\/id6801348317\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/podcasts.apple.com\/us\/podcast\/zugzwang\/id6801348317<\/a><br>YouTube:&nbsp;<a href=\"https:\/\/www.youtube.com\/playlist?list=PLQ3gvq2Ccils\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.youtube.com\/playlist?list=PLQ3gvq2Ccils<\/a><\/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 Zugzwang: Episode 4 &#8211; Benchmarking battery optimisers The latest episode of Zugzwang: The market modelling podcast is now available! Jack Simpson and Oliver Nunn are joined by Rakhesh Martyn, founder and CEO of Hachiko, to unpack how battery optimisers actually capture value.&nbsp; Spotify: https:\/\/open.spotify.com\/show\/0346ILtbXgKJJIlOy64p1iApple Podcasts:&nbsp;https:\/\/podcasts.apple.com\/us\/podcast\/zugzwang\/id6801348317YouTube:&nbsp;https:\/\/www.youtube.com\/playlist?list=PLQ3gvq2Ccils<\/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-1804","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 EV sales in Australia have more than doubled in a year to one in four new cars sold, with EVs outselling petrol and diesel vehicles for the first time last month. 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