Absolutley brilliant roundup. That Australia power price drop to £25/MWh really highlights how renewables deployment timing matters. The 39% network cost staying flat even as wholesale collapses is crucial tho. We ran into similar situations where transmision bottlenecks ate the savings from new storage. Those regional gaps (Victoria/SA at £18 vs NSW at £37) kinda show coal areas lag behind on the transition benefits.
It’s interesting how often what’s labeled ‘undervalued’ isn’t just about numbers, it’s about narrative. Do you think coal’s story is being rewritten… or simply re-priced?
Absolutley brilliant roundup. That Australia power price drop to £25/MWh really highlights how renewables deployment timing matters. The 39% network cost staying flat even as wholesale collapses is crucial tho. We ran into similar situations where transmision bottlenecks ate the savings from new storage. Those regional gaps (Victoria/SA at £18 vs NSW at £37) kinda show coal areas lag behind on the transition benefits.
It’s interesting how often what’s labeled ‘undervalued’ isn’t just about numbers, it’s about narrative. Do you think coal’s story is being rewritten… or simply re-priced?