The start of some analysis that helps to identify the variety of factors that combined to give a shaky balance between supply and demand in NSW last week.
When markets operate normally, a sharp rise in the price of any commodity triggers a boom in exploration, development and new supply. But this is not seeming to happen in response to high domestic gas prices. In this article, guest author (Graeme Bethune) examines why.
One of the more recent developments we’ve observed in the NEM is the downward trend in gas powered generation, raising concerns as to whether there is more pain to come for east coast industrial consumers.
Following from several earlier articles, Core Energy provides their view of the future of gas use in power generation
Some analysis of gas-fired generation in Queensland, with the first LNG exports steaming away from port.
Further analysis of the interaction between electricity and gas markets in Queensland at present.
This is the lowest I can remember seeing the STTM gas price at the Brisbane hub!
Following the heatwave last week, a review of the symbiotic nature of the link between the gas and electricity markets in the gas-hungry state of South Australia
A quick look at the long-run trend in output at Origin Energy’s large Mortlake plant in western Victoria.
A few thoughts from another guest commentator (Paul Taliangis @ Core Energy) about where gas-fired generation volumes look set to go.
Our Managing Director spoke at the “Australian Energy & Utility Summit 08” in
Sydney on Tuesday 22nd July 2008, touching on a number of issues including the Emissions Trading System and the possible emergence of a NEM heavily dependent on gas
supplies, which might be unreliable.