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Glenne Drover @glenne.bsky.social · 16/04/2025

The NEM 1 year rolling average has hit 40.0% renewable energy. Sat at 39%+ for quite a while.

Glenne Drover @glenne.bsky.social · 04/04/2025

NEM 1 year AV still under 40% Renewables, at 39.8%. Been close to 40% for soooo long but a tough number to get past. Must be time to start a poll on the date it will reach 40%?

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Glenne Drover @glenne.bsky.social · 12/02/2025

NEM PHES operators increasing their market participation. Ref: AEMO QED Q4/2024 p39

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Glenne Drover @glenne.bsky.social · 19/01/2025

33.84% efficiency PV cell. Still increasing the %. www.pv-magazine-australia.com/2025/01/07/j...

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Glenne Drover @glenne.bsky.social · 10/01/2025

Hey @nicknet.bsky.social look at the proposed new Vic minimum fed in tariff starting 1 July. Dropping from 3.3c/kWh to 0.04c/kWh. @xiaowang1984.bsky.social

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Glenne Drover @glenne.bsky.social · 07/01/2025

Houses in Australia typically have 2 or 3 or 4 Power(point) (not light) circuits, and there are typically a dozen single or double GPO outlets on each circuit. My house has 3 circuits & 34 (mostly double) GPO outlets.

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Glenne Drover @glenne.bsky.social · 30/12/2024

Found this on my footpath today. They have been putting some 400V 3 phase A.B.C. along the street under the 22kV.

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Glenne Drover @glenne.bsky.social · 25/12/2024

My turn to do the Kris Kringle this year.

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Glenne Drover @glenne.bsky.social · 24/12/2024

this is stunning, the annual demand for South Australia Residential. due to rooftop PV the Residual Operational Demand for Residential (compared to Business/Industry) is so small you might have trouble seeing the wedge in the chart. i did not realise how tiny the SA Residential residual demand was.

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Glenne Drover @glenne.bsky.social · 21/12/2024

My 12 year old 1,500watt Sharp solar panels putting out 1,529watts when I walked past the inverter today. Nice.

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Glenne Drover @glenne.bsky.social · 20/12/2024

the definite area of grid enhancement needed though is for business and industry, with a possible 2050 residual operational demand doubling from 136TWh/y now to ~280TWh/y in 2050.

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Glenne Drover @glenne.bsky.social · 20/12/2024

yes, although some surprises, ex' the ISP suggests Residential residual operational demand in 2050 of 50TWh/yr, not much more than it is now in 2024. BUT it might be much more variable, with deeper troughs, higher peaks? (Not tried to extract that dataset.)

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Glenne Drover @glenne.bsky.social · 20/12/2024

indeed, it is very cheap, but likely below normal factory gate real prices as this nice waterfall chart suggests. but is certainly suggesting there is a lot of storage manufacturing capacity out there.

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Glenne Drover @glenne.bsky.social · 20/12/2024

yes, the challenge going fwd is to make sure that the growth of pv is matched by the growth of MV (dnsp) storage and the growth of LV PV, storage and EV demand. working on that the DNSPs are doing some serious (800 billion data point) fwd forcasting modelling to match DNSP data to AEMO ISP data. /2

https://media.powercor.com.au/wp-content/uploads/2024/09/09130856/Draft-proposal-2024-part-B-CitiPower.pdf

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Glenne Drover @glenne.bsky.social · 20/12/2024

and if you look at the last 12 months the utility grid VIC PV AV (Spot before hedges) was 2.84c/kWh. so very close to the VIC FiT of 3.3c/kWh. possibly even closer after hedges included?

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Glenne Drover @glenne.bsky.social · 08/12/2024

But they BOTH agree on rooftop PV Generation of about 120TWh/yr. This pic has the more familiar TWh/yr units. ,,, and yes, #NZAu predict 1,000TWh/yr by 2060, NOT the 500TWh in the ISP. I can explain that though when we chat. the ISP and #NZAu are not the same scope.

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Glenne Drover @glenne.bsky.social · 08/12/2024

No, as you will see here most scenarios have lower rooftop pv to grid pv ratio compared to the isp. Except for the REF Scenario, so that is worth some discussion.

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Glenne Drover @glenne.bsky.social · 08/12/2024

the resulting A$230Bn to $335Bn investment in the Distribution network calculated in #NZAu is one of the reasons i despair at people who keep using the ISP for these discussions.

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Glenne Drover @glenne.bsky.social · 08/12/2024

most DNSP RABs go up about 80% but with much greater volume of power being delivered (i.e. 3 times) the DNSP cost per kWh stays pretty much the same per kWh, i.e. in the range 8 to 12c/kWh.

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Glenne Drover @glenne.bsky.social · 08/12/2024

you might like to read section 4.5

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Glenne Drover @glenne.bsky.social · 08/12/2024

they price in work to cope with a tripling of elec use.

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Glenne Drover @glenne.bsky.social · 08/12/2024

they work out the capex required based on lifting it in line with peak demand.

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Glenne Drover @glenne.bsky.social · 08/12/2024

go to the electricity and gas distribution downscaling report appendix

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Glenne Drover @glenne.bsky.social · 08/12/2024

indeed, 1MW of rooftop PV can produce enough power for 500+ EVs. a nice import saving from less than A$1m of imported PV + Inverters.

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Glenne Drover @glenne.bsky.social · 07/12/2024

and here is Melbourne Victoria Australia and of course these are in A$ cents. other states are more expensive. www.tangoenergy.com/energyplans?...

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Glenne Drover @glenne.bsky.social · 06/12/2024

this interesting, compare elec tariffs for Melbourne, Adelaide, Sydney, Brisbane, all the same Retailer, Tango Energy. VIC looking pretty good there...

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Glenne Drover @glenne.bsky.social · 04/12/2024

AIE 2024 AGM tonight. YEF AGM tomorrow night. End of year fun.

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Glenne Drover @glenne.bsky.social · 03/12/2024

in the vic gov docs it suggests two stages, turning down (to zero export i assume) and turning off the inverter completely. www.solar.vic.gov.au/sites/defaul...

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Glenne Drover @glenne.bsky.social · 02/12/2024

and here is the chart for SME. (previous was Residential).

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Glenne Drover @glenne.bsky.social · 29/11/2024

here is some good info on work in progress. Engineers at work... aemo.com.au/initiatives/...

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Glenne Drover @glenne.bsky.social · 20/11/2024

the numbers there for Tx and Dx are similar? Is that typical in a Residential bill there? (or was that just an estimate for marginal increase/decrease of each?) Here the Residential bills have Dx costs nearly 10 times the size of Tx costs per kWh...

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Glenne Drover @glenne.bsky.social · 20/11/2024

for us the gas is often a high 'marginal price setter' but as you can see the % of the pot they Generate is quite small, so does not impact hugely on the hedges / futures.

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