Following last week’s analysis of EnergyAustralia’s larger portfolio we do the same thing for AGL Energy (including Macquarie Generation)
Some initial thoughts about some of the areas (in the wholesale market) where there’s been finger-pointing in different directions about “socialising costs whilst privatising profits”
Following the article in the FinReview today about EnergyAustralia…
A thought-bubble, triggered by the recent knock-back at the ACCC of AGL’s bid to acquire Macquarie Generation
Second article by Paul Taliangis (of Core Energy) looking at some of the broader changes at work in the NEM.
Quick preliminary thoughts on the reported mothballing of capacity at Swanbank E and the return of two units at Tarong.
A quick look at the long-run trend in output at Origin Energy’s large Mortlake plant in western Victoria.
A correction about Tamar Valley’s drop in production – and some further thoughts.
Despite consistently averaging monthly output of up to 200MW for a number of years, the Tamar Valley power station has been mothballed following an ownership change
Some recent changes in the MT PASA forward view of available generation capacities in NSW seem to imply that the declining demand might have taken another victim.
A few thoughts from another guest commentator (Paul Taliangis @ Core Energy) about where gas-fired generation volumes look set to go.
A chart and a table presented today at FutureGAS highlighting how the dominance of coal in power generation across the NEM is starting to shift.
The range of questions we’ve been asked over the course of the past 2 weeks (since the introduction of the Carbon Tax) seem to resolve to these 3 key questions.