ANALYSIS

Analysis
Results Per Page:
LOCATIONS
Search locations
LOCATIONS
CATEGORIES
Read less
CATEGORIES
Reliability Review: Why are the settings so crucial for the NEM?

Reliability Review: Why are the settings so crucial for the NEM?

While the recent focus around the National Electricity Market (NEM) has been on the Federal Government’s Expert Panel, an equally important review on the reliability standard has also been underway. In June, the Reliability Panel (The Panel) published an issues paper to initiate the 2026 Reliability Standard and Settings Review. These underlying market settings remain key to a well-functioning NEM and will work hand-in-hand with the Expert Panel’s recommendations. Here we take a look at the reliability review, some of the areas in our submission to that process as well as the rationale behind our position. 

BY David Feeney Sep 11 2025
Community Power Network Trial: Potential risks and market impact

Community Power Network Trial: Potential risks and market impact

Australia leads the world in rooftop solar, yet renters, apartment dwellers and low-income households remain excluded from many of the benefits. Ausgrid’s proposed Community Power Network trial seeks to address this gap by installing and operating shared solar and batteries, with returns redistributed to local customers. While the model could broaden access, it also challenges the long-standing separation between monopoly networks and contestable markets, raising questions about precedent, competitive neutrality, cross-subsidies, and the potential for market distortion. We take a look at the trial’s design, its domestic and international precedents, associated risks and considerations, and the broader implications for the energy market.

BY Tom Monaghan Sep 04 2025
Judicial review in environmental law – in the public interest or a public nuisance?

Judicial review in environmental law – in the public interest or a public nuisance?

As the Federal Government pursues its productivity agenda, environmental approval processes are under scrutiny. While faster approvals could help, they will remain subject to judicial review. Traditionally, judicial review battles focused on fossil fuel projects, but in recent years it has been used to challenge and delay clean energy developments. This plot twist is complicating efforts to meet 2030 emissions targets and does not look like going away any time soon. Here, we examine the politics of judicial review, its impact on the energy transition, and options for reform.

BY Rhys Thomas Aug 28 2025
Winter Bills: Is it cheaper to heat your house with gas or electricity?

Winter Bills: Is it cheaper to heat your house with gas or electricity?

As gas and electricity prices continue to fluctuate across Australia’s east coast, households and businesses are facing rising winter energy costs and growing uncertainty. Seasonal demand, household gas consumption, and the efficiency of electric heating systems, particularly when paired with rooftop solar, are playing an increasingly important role in shaping energy bills. Drawing on data from the Australian Energy Council’s Solar Report Q2 2025, this article explores how these factors affect costs and highlights potential savings for households of different sizes.

BY Carol Tran Aug 21 2025
Competition a key to VPP development: ACCC report

Competition a key to VPP development: ACCC report

The Australian Competition and Consumer Commission’s most recent report on the electricity market provides good insights into the extent of emerging energy services such as virtual power plants (VPPs), electric vehicle tariffs and behavioural demand response programs. As highlighted by the focus in the ACCC’s report, retailers are actively engaging in innovation and new energy services, such as VPPs. Here we look at what the report found in relation to the emergence of VPPs, which are expected to play an important and growing role in the grid as more homes install solar with battery storage, the benefits that can accrue to customers, as well as potential areas for considerations to support this emerging new market.

BY Carl Kitchen Aug 14 2025
Energy2050 – How Australia can achieve a net zero emissions future

Energy2050 – How Australia can achieve a net zero emissions future

As the pace and complexity of Australia’s energy transition intensifies, a new AEC project, Energy2050, aims to provide a clearer view of how the sector can realistically reach net zero by 2050. Rather than rehashing forecasts of what the energy mix will look like, the project will focus on the how - identifying the critical policy, market, and operational considerations needed to deliver a reliable, affordable and sustainable system. This week, we outline the scope of the project and the key challenges it will explore.

BY Louisa Kinnear Aug 07 2025
Kerbside EV Charging: The promise and the pitfalls of monopoly deployment

Kerbside EV Charging: The promise and the pitfalls of monopoly deployment

As Australia accelerates its transition to electric vehicles (EVs), the spotlight is increasingly turning to public charging infrastructure and in particular the potential of kerbside EV charging to support widespread adoption. A recent proposal by Citipower, Powercor, and United Energy to install and operate 100 kerbside chargers through a waiver from ring-fencing rules has ignited a robust debate about how - and by whom - this infrastructure should be deployed. Here we review the merits of kerbside charging and the waiver proposal and consider the practical realities that sound caution for waiver decisions.

BY David Markham Jul 17 2025
Australia’s Sustainable Finance Taxonomy: Solving problems or creating new ones?

Australia’s Sustainable Finance Taxonomy: Solving problems or creating new ones?

Last Tuesday, the Australian Sustainable Finance Institute (ASFI) released the Australian Sustainable Finance Taxonomy – a voluntary framework that financiers and investors can use to ensure economic activity they are investing capital in is consistent with a 1.5°C trajectory. One of the trickier aspects of the Taxonomy was whether to classify gas-powered generation, a fossil fuel energy source, as a “transition” activity to support net-zero. The final Taxonomy opted against this. Here we take a look at how ASFI came to this decision, and the pragmatism of it.

BY Rhys Thomas Jun 26 2025
Climate and energy: What do the next three years hold?

Climate and energy: What do the next three years hold?

With Labor being returned to Government for a second term, this time with an increased majority, the next three years will represent a litmus test for how Australia is tracking to meet its signature 2030 targets of 43 per cent emissions reduction and 82 per cent renewable generation, and not to mention, the looming 2035 target.  With significant obstacles laying ahead, the Government will need to hit the ground running. We take a look at some of the key projections and checkpoints throughout the next term.

BY Rhys Thomas May 15 2025
Principles-based regulations: What are the opportunities and trade-offs?

Principles-based regulations: What are the opportunities and trade-offs?

As Australia’s energy market continues to evolve, so do the approaches to its regulation. With consumers engaging in a wider range of products and services, regulators are exploring a shift from prescriptive, rules-based models to principles-based frameworks. Central to this discussion is the potential introduction of a “consumer duty” for retailers aimed at addressing future risks and supporting better outcomes. We take a closer look at the current consultations underway, unpack what principles-based regulation involves, and consider the opportunities and challenges it may bring.

BY Braeden Keen May 08 2025
2025 Federal Election: Distinctly Different Energy Policies

2025 Federal Election: Distinctly Different Energy Policies

Energy has been a major issue and point of difference for the major parties. Labor and the Coalition offer sharply contrasting visions, with significant implications for generation investment, grid reliability, emissions outcomes, and regulatory certainty. With a minority government considered a strong possibility, we examine the competing platforms of Labor and the Coalition, as well as the positions of the Greens, Teals, and key Independents.

BY Tom Monaghan May 01 2025
Beyond the Rebate: Battery Policy, VPPs, and Household Returns

Beyond the Rebate: Battery Policy, VPPs, and Household Returns

A re-elected Labor Government’s promise to cut home battery costs by 30 per cent through the Small-scale Renewable Energy Scheme (SRES) has sparked interest—and raised questions. While the move may accelerate battery uptake among solar households, critics warn it could deepen inequities by leaving renters and vulnerable customers behind. More importantly greater value will be realised if the storage capacity is also coordinated through mechanisms like Virtual Power Plants (VPPs). We take a look at the benefits of VPPs.

BY David Markham Apr 10 2025
2025 Election: A tale of two campaigns

2025 Election: A tale of two campaigns

The election has been called and the campaigning has started in earnest. With both major parties proposing a markedly different path to deliver the energy transition and to reach net zero, we take a look at what sits beneath the big headlines and analyse how the current Labor Government is tracking towards its targets, and how a potential future Coalition Government might deliver on their commitments.

BY Ben Barnes Apr 03 2025
Electricity Prices: Are Retail Costs the Real Issue?

Electricity Prices: Are Retail Costs the Real Issue?

Retail costs have been in the news following the release of the Australian Energy Regulator’s draft default market offer decision. This is despite retail costs being dwarfed by network and wholesale costs that make up 33-48 per cent and 31-44 per cent of the DMO 7 draft prices respectively. According to new analysis, increases in the DMO regions have been largely driven by rises in those two largest components. These are supply chain costs retailers cannot fully control and pass through to end users, so why the intense focus on retail costs? We take a look.

BY Australian Energy Council Mar 20 2025
Wholesale Market Settings Review – Key Issues to Resolve

Wholesale Market Settings Review – Key Issues to Resolve

The Australian Energy Council continues to engage with the Expert Panel conducting the wholesale market settings review. Submissions closed on 14 February. The Review is an important piece of work, as it seeks to define the services the energy system will need as the transition continues and to ensure that market-based incentives and signals deliver the required investment, enabling a shift away from a continued reliance on Government intervention. What is emerging is good alignment across stakeholders on the key issues. We take a closer look at some of the common themes and what the AEC believes are key areas.

BY David Feeney Mar 13 2025
Australia's Solar Waste: A Growing Problem

Australia's Solar Waste: A Growing Problem

Australia has long been a global leader in the adoption of solar energy, with one of the highest per capita rates of rooftop solar installations worldwide. Solar power has become a cornerstone in the nation's commitment to sustainability, contributing significantly to reducing its carbon footprint and reliance on fossil fuels. However, as solar panels reach the end of their lifespan, the issue of solar panel waste is rapidly emerging as a significant environmental challenge that could escalate in the coming decades. We take a closer look.

BY Tom Monaghan Mar 06 2025
Navigating Energy Consumer Reforms: What is the impact?

Navigating Energy Consumer Reforms: What is the impact?

Both the Essential Services Commission (ESC) and Australian Energy Market Commission have recently unveiled consultation papers outlining reforms intended to alleviate the financial burden on energy consumers and further strengthen customer protections. These proposals range from bill crediting mechanisms, additional protections for customers on legacy contracts to the removal of additional fees and charges. We take a closer look at the reforms currently under consultation, examining how they might work in practice and the potential impact on consumers.

BY Braeden Keen Feb 20 2025
Australia’s net zero plan is looking a lot like an electricity-only plan

Australia’s net zero plan is looking a lot like an electricity-only plan

The past three years have seen a stronger commitment to encouraging economy-wide decarbonisation, as seen through reforms to the Safeguard Mechanism and new policies like the New Vehicle Efficiency Standard and Future Made in Australia. But the release of two emissions reduction progress reports paints a sobering reality – no sector other than electricity is doing anything to help Australia meet its 2030 target. Is this leading to the proverbial “all eggs in one basket”? Or is electricity decarbonisation really the only viable pathway to 43 per cent by 2030? We take a closer look.

BY Rhys Thomas Dec 12 2024
Getting innovation into the system: A retail perspective

Getting innovation into the system: A retail perspective

In recent years, the energy landscape in Australia has undergone significant transformation, driven by digitisation and the increasing use of smart technologies. Where previously customers only had the choice of ‘who’ sold them energy and at what price, they can now increasingly ask ‘how’ they want their energy. This shift is empowering consumers to take a more active role in managing their energy consumption and costs, thanks to innovative products and services offered by retailers. From smart meters to virtual power plants and tailored tariff structures, energy providers are embracing new technologies. We take a look at where retailers have been delivering innovation and some regulatory barriers that can slow it down.

BY Braeden Keen Dec 05 2024
Frontier Economics and the cost of the transition: How does it stack up?

Frontier Economics and the cost of the transition: How does it stack up?

Nearly two weeks ago, headlines revealed Australia’s energy transition would be more expensive than previously estimated. This news stemmed from modelling by Frontier Economics, which highlighted long-term costs beyond the commonly cited net present value figure of $122 billion in capital cost, as outlined in the Australian Energy Market Operator’s (AEMO) 2024 Integrated System Plan (ISP). We took a closer look.

BY Australian Energy Council Nov 28 2024
1 2 3 4 5 6 7 8 9
GET IN TOUCH
Do you have a question or comment for AEC?

Send an email with your question or comment, and include your name and a short message and we'll get back to you shortly.

Call Us
+61 (3) 9205 3100