EnergyByte

An extensive monthly review on the Australian energy landscape through interactive and in-depth reports.
Great! Check your inbox and click the link to confirm your subscription
EnergyByte
Sep-25 Generation Report
Market Report paid

Sep-25 Generation Report

An extra 2,219MW of capacity connected to the grid in September dominated by batteries. Meanwhile solar farms experienced acute pricing pressure. Combined renewable curtailment escalated to multi-year peaks across most regions. Interconnector flows moderated as warmer weather reduced demand.
14 min read
Sep-25 Financial Market Report
Market Report paid

Sep-25 Financial Market Report

The Q3-25 spot market was mostly subdued driving a high Sellers premium. Trading quantities increased from August levels, and Swaps traded more heavily than Options. LGC prices continued to fall. Market prices for Q4-25 are at the high end of our fair value range.
7 min read
Sep-25 Spot Market Report
Market Report paid

Sep-25 Spot Market Report

Spring renewables crushed daytime prices, FCAS costs dived, gas stayed cheap, yet cool nights pushed record peaks. Which states set demand lows, and what risks still lurk. Delve into our data-rich September wrap for further insights.
14 min read
Spring Season Reflections
Market Wrap public

Spring Season Reflections

Carl Daley
Carl Daley
September saw record negative spot prices in QLD and NSW, yet overnight prices maintained the value. The Q3-25 Seller's Profit set new records in most States, highlighting significant trading arbitrage between the forward market and spot prices, showcasing the chance to optimise trading activity.
2 min read
Q3-25 Seller's Premium
Market public

Q3-25 Seller's Premium

Carl Daley
Carl Daley
Each quarter the market faces the same question: should I buy, sell, or wait? The current Q3-25 quarter is no exception and is on track to deliver a substantial Seller's premium as the laws of probability have played out.
4 min read
August 2025 Spot Market Report
Market Report paid

August 2025 Spot Market Report

Aug-25 NEM spot prices fell from last year's levels, but much less for TAS. Negative prices surged in QLD, exceeding SA for the first time. A cold August drove NSW, SA and VIC demand increases. SA’s FCAS hit $35.6 M, the highest since Feb-20. Gas spot prices steady while Iona storage lowered.
11 min read
Aug-25 Financial Market Report
Market Report paid

Aug-25 Financial Market Report

The August 2025 forward market rebounded after a late July fall. VIC Cal-28 rose significantly while Q3-25 exhibited greater volatility. Options trading surged to 46% of total flow. Despite lower overall volumes, strategic opportunities emerged amid seasonal fluctuations and risk management shifts.
9 min read
Aug-25 Generation Report
Market Report paid

Aug-25 Generation Report

NEM capacity expanded by 69MW in August. Solar farm weighted prices continue to struggle while wind continues to be less adversely impacted. Batteries provided crucial FCAS in SA while VIC continued its role as a key energy hub. Lower TAS wind generation led to highest spot prices.
15 min read
July 2025 Spot Market Report
Market Report paid

July 2025 Spot Market Report

July 2025 spot market conditions reflected strong pricing in SA and TAS, and more moderate pricing in the other Regions. SA also dominated FCAS costs for the month which were the highest SA FCAS costs since Nov-22, and the second highest in SA’s history. Gas markets operated within normal ranges.
12 min read
Jul-25 Generation Report
Market Report paid

Jul-25 Generation Report

In July, capacity increased by 215MW, Generator Weighted Average prices declined along with Time Weighted Averages, VRE curtailment rates increased, and batteries provided crucial grid stability. VIC remained the dominant energy exporter while Snowy storages are the lowest in 5-years.
14 min read
June 2025 Spot Market Report
Market Report paid

June 2025 Spot Market Report

June 2025 caused a strong finish to the financial year with extreme volatility across the NEM, although QLD’s impact was tempered by interconnector constraints. Power plant outages were a big driver on spot price outcomes. Gas prices were also elevated during critical days.
17 min read
Great! Next, complete checkout for full access to EnergyByte
Welcome back! You've successfully signed in
You've successfully subscribed to EnergyByte
Success! Your account is fully activated, you now have access to all content
Success! Your billing info has been updated
Your billing was not updated