AGP Executive Report
Last update: 10 hours agoData-centre power politics: Australia’s AI data-centre push hit a wall of community backlash after Queensland and the Northern Territory won carve-outs letting sites be powered by coal and gas, despite federal renewables mandates—advocates say the rules are being treated like a “political football” while AEMO warns demand could surge nearly sevenfold. Solar Sharer cost shock: A government plan offering “three free hours” of power is drawing criticism as supply and peak charges can be far higher than other market offers, making the deal expensive for many households. Grid-ready hybrid solar-plus-storage: Potentia’s Quorn Park in the NEM secured approval for a single hybrid generator performance standard, with a 10-year PPA covering most output—another sign storage is moving from pilots to mainstream contracting. Battery and grid reliability: AEMO’s reliability outlook improves, but it still flags the need for system security investment as renewables and storage scale. International energy security: The Philippines is weighing a first coal-blending terminal to cut reliance on Indonesia, as export guideline changes threaten supply. US policy risk: A Trump executive order targets foreign-supplied bulk power equipment amid concerns about backdoors, explicitly covering transformers, inverters and energy storage systems.
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