In part two of this two-part series we discuss our long-term expectations for wholesale electricity prices in the NEM to 2040, derived from our quarterly Australian Electricity Outlook (AEO). Modelling considers two key pathways for the future development of the NEM, including our Central case for the “current transition” of the market, and an Alternative case, reflecting AEMO’s “step change” shift to renewable energy in line with a “well below 2°C” carbon budget under the Paris Agreement.
As asset owners and investors seek to make informed long-term decisions, modelling provides an independent view of price dynamics in each region of
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