This quarter has seen a number of major market and policy updates. We are pleased to announce the below updates and additions to our Q4 2020 forecast:

  • Battery capacity assumptions
  • A small increase in our rooftop solar forecast based on continued high-uptake levels even through COVID
  • The inclusion of the 600MW VRET2 into the Aurora Central scenario as further clarity emerges re auction rounds
  • The closure of Yallourn coal plant and Portland smelter at the end of FY2027 and FY2028 respectively – this is based on our analysis of the economics of those two assets
  • A full recalibration of price uplift incorporating the latest historical data from FY2020, this includes a deep dive into negative price periods and intraday price profiles
  • NSW Electricity Infrastructure Roadmap related updates

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