RepuTex has today launched its Renewable Energy Market and Certificate Outlook (REMO), providing a dedicated view of Australia’s renewable energy build-out and the implications for certificate markets as they transition to the new Guarantee of Origin (GO) scheme. This report represents an expansion of our renewable energy coverage and is the new home of our renewable energy certificate (REC) forecasts, previously published within our Australian Electricity Outlook (AEO).
The REMO is structured in two parts, combining our assessment of renewable energy build-out and target alignment with our view of certificate market dynamics and pricing.
Analysis tracks expected renewable energy development under a Current Pathway, representing RepuTex’s in-house view of the renewable energy build-out based on observed market conditions and constraints. This is complemented by alternative scenarios capturing uncertainty in project timing and policy implementation. Our supply outlook is then integrated with demand-side analysis to assess price formation across Australia’s renewable certificate (REC) markets. Specifically, the REMO provides a medium-term outlook for Large-scale Generation Certificate (LGC) prices to 2030, and the longer-term transition to Renewable Electricity Guarantee of Origin (REGO) certificates.
In evaluating the transition across Australia’s REC market, analysis considers the shift toward time-matched renewable energy sourcing (24/7 Carbon Free
Unlock our award-winning research insights
Request access to learn more about our research services, or click here to register for free access to our articles and price information.