For both Thu 15th and Fri 16th Oct 2026, AEMO issued similar market notices, stating 'Lack Of Reserve Level 2 (LOR2) condition NOT declared in the QLD Region...'
Demand-side responses did occur in the face of large NSW price fluctuations.
Referring to the ‘framework for exploring what factors were contributing to the volatility in NSW on Monday 12th October 2026’ , we explore/explain broader Demand-Side factors.
Following this ‘framework for exploring what factors were contributing to the volatility in NSW on Monday 12th October 2026’ , we take a look at supply-side factors (including beyond coal unit unavailability).
We have a hypothesis for what the cause of these counter-cyclic oscillations (between price and demand) in NSW on Monday 12th October 2026. As a first step in exploring this hypothesis, here is a wall of numbers...
Here's a short article identifying (part of) a framework that might be useful - for those who want to complete a fuller explanation of the volatility experienced in NSW on Monday 12th October 2026 (which was not caused by just one factor).
Yesterday (Monday 12th October 2026) we started to publish two different threads of articles looking at two timeframes. In both timeframes, this look at coal unit outages is one (of many) contributing factors.
Given the afternoon volatility experience yesterday (Monday 12th October 2026) in the NSW region, I’d expect a number of people are peering into AEMO’s predispatch price forecasts* to understand what might come down the pipe later.
Taking a look at tightening aggregate availability of coal units ... one of the reasons for the strengthening Base Load Futures Prices in recent weeks.
So, at 14:30, no prizes for guessing what transpires – captured in two snapshots from the ez2view Mobile App ...
Guest author, Allan O'Neil takes a look at one particular dispatch interval (09:20 on Sunday morning 4th October 2026) to explore an instance of counter-priced flow incorporating the South Australian and neighbouring regions (including via PEC Stage 2).
Anita, Gilles and Lachlan from ERM explain why corporate buyers can't count on abundant renewable supply, as expiring contracts, data centre growth, coal retirements and delivery risks converge on a 2030 contracting cliff in the NEM.
Here's a short article identifying (part of) a framework that might be useful - for those who want to complete a fuller explanation of the volatility experienced in NSW on Monday 12th October 2026 (which was not caused by just one factor).
Capacity of batteries and hydro is covering capacity lost with retiring thermals. That is, assuming the anticipated developments do eventuate.
A summary of key takeaways from an Australian perspective at the 2026 CIGRE Paris session — where the ongoing challenges of IBR interactions and the impact of data centres appear to be consistent themes across power systems globally.
Four weeks ago we asked two questions 'where is the Energy/Capacity going to come from (in just 2 years) to replace all that Energy that Yallourn has been producing this winter?'. Here's the start of an answer to that question, though still incomplete...
We look at five design differences between the Capacity Investment Scheme and the state auction schemes that came before and alongside it — and the improvements we've heard suggested by industry and the Nelson Review panel.
A year on from our 4-part series about the CIS, we take an updated look at the 89 projects awarded across the scheme's five NEM tenders — comparing what proponents have actually announced compared to the status AEMO assigns them for ESOO reliability modelling.
This is the 2026 edition of our annual review into Q2 spot prices, where we find that average prices fell sharply in all NEM regions compared to Q2 2025, but more importantly, duration curves are changing shape.
Last week our team attended the CEC's Wind Industry Forum, then I presented at the EUAA's National Conference the next day. Moving between them in under 48 hours sharply reminded me how differently the NEM's supply and demand sides frame the challenges ahead.