The latest ESOO points to a narrowing reliability buffer in NSW and VIC as Eraring's final retirement approaches, with battery storage commitments still 18 months from commercial operation.
The landmark deal includes green bonds arranged by CBA and Macquarie, marking the largest renewable project financing in Australian history.
The extension provides long-term certainty for renewable developers but critics say gas backstop provisions undermine net-zero targets.
A deep look at how accelerating VRE penetration, reduced synchronous inertia, and FCAS market design interact to produce the price spikes we're seeing.
With 40 GW of licences issued and only 4.2 GW under serious development, we map the credibility spectrum and identify which projects have a realistic path to FID.
HumeLink, VNI West, and Project EnergyConnect face compound delays driven by approvals, community opposition, and supply chain pressures. A full status audit.