Power & Renewables >>

Published quarterly, our Australian Electricity Outlook (AEO) provides 25-year wholesale electricity price forecasts for every NEM region (NSW, VIC, QLD, SA, TAS), and a detailed view of changes in regional emissions intensity.

• Regional price forecasts – Price forecast for each NEM region over 16-quarters and 25-year horizons
• AEMO ISP scenarios– Modelling includes AEMO’s Integrated System Plan scenarios (Slow Change, Progressive Change, Step Change) plus our Current Pathway view of market development
• Generation capacity modelling – Coal retirements, gas transitions, renewable additions, and battery storage deployment by region and technology
• Investment & PPA databases – Renewable project pipeline, voluntary demand commitments, and PPA tracking across the corporate segment

As mandatory Scope 2 reporting requirements expand under NGER, ASRS, and voluntary frameworks, accurate NEM emissions intensity data is essential for Australia’s largest electricity consumers.

• Emissions intensity by region – Historical and forecast tCO₂-e/MWh for every NEM region, underpinned by detailed modelling of coal retirements, gas transition, and renewable capacity growth
• Scenario pathways – Emissions trajectories under AEMO ISP scenarios, and our Current Pathway, to stress-test net-zero commitments
• Total NEM emissions – Absolute emissions forecasts by region for carbon accounting and NGER reporting

Our emissions intensity data is used by Australia’s largest electricity consumers to calculate Scope 2 emissions for NGER, CDP, and voluntary sustainability disclosures.

Daily pricing, traded market data, and forward curves for Australia’s renewable energy certificate (REC) markets, inlcuding LGCs, STCs and the transition to Renewable Energy Guarantee of Origin units (REGOs).

• Daily certificate prices – Spot and forward price curves, including traded volumes, and full trade history reported via our daily Survey Panel process (IOSCO-certified).
• Trade log – Daily spot and derivatives reported trades for LGCs and REGOs
• Forward curves – Daily forward prices by tenor (CAL26, CAL27 etc.)
• Derivatives settlements – Detailed breakdown by settlement
• Extended analytics – Rolling averages, seasonality, volatility, bid-ask spreads, market at close

Our quarterly Australian Electricity Outlook (AEO) and Renewable Energy Market Outlook (REMO) provide in-depth analysis of NEM wholesale prices, renewable certificate markets, and renewable generation investment trends.

• Renewable Energy Market Outlook (REMO) – Quarterly outlook for LGC and REGO certificate markets, covering renewable project pipeline, 2030-35 target compliance, and the LGC-to-REGO transition.
• Scenario analysis – Access our in-house Central Case view of market development, and our alternative H/M/L pathways based on policy and market sensitivities.
• REGO demand scenarios – Forecasts for REGO demand driven by industrial electrification, corporate procurement, green hydrogen projects, and mandatory reporting requirements.
• Post-2030 scenario analysis – Long-term renewable investment pathways under Central Case, Accelerated, and Delayed scenarios, with policy and demand sensitivities.

Direct access to our research team is included with our services, giving you a clear line of sight into our modelling, recent market activity, price formation, and key policy developments. Use the ‘Ask an Analyst’ chat in the EnergyIQ platform, or contact us for a briefing.

No counter. No limit. Direct access when you need it.