Electricity

WEBINAR: Levelised cost of firm power – The new shape of the NEM to 2030

“The traditional view of the NEM – underpinned by cheap coal and flexible gas fired power – is a thing of the past.”

In this webinar, we go behind the numbers of our latest Market Study to present our expectations for the shape of the National Electricity Market (NEM) to 2030, including energy storage cost trends, the impact of rising gas prices, and future pathways for renewables versus gas.

This webinar has now taken place, to access the webinar slides, please view the Downloads box below.

Discussion included:

  • Have renewable storage costs broken through? We discuss the impact of rising gas prices, and falling storage technology costs, in re-balancing LCOE estimates for renewables to supply flexible/dispatchable generation.
  • Traditional assumptions are changing – The NEM was built on cheap coal and flexible gas fired power – not any more. What’s next?
  • Future pathways for gas vs. renewables – We discus the sensitivitie​s for future supply pathways, such as demand, Solar PV penetration, gas price expectations, coal-plant closure, and storage technology costs, with a wide range of implications for gas and renewables.
  • Goodbye baseload-only generators? The ability for renewables to provide flexible generation indicates a

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