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[@FootnotesGuy](/creator/twitter/FootnotesGuy)
"What has driven the growth in electricity prices in Australia There's a conspicuous period that must be explained between 2009 and 2012. What was it Coal closures Gas price increases Giant transmission projects Nope. Massive subsidy onslaught for rooftop solar. 1/"  
[X Link](https://x.com/FootnotesGuy/status/1980865880218296804) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-22T05:16Z 2788 followers, 8814 engagements


"Some wild weather coming. A temperature peak almost at XX degrees but strong winds incoming this arvo good chance of a storm. What does that mean for energy prices in NSW Well the forecast has prices hitting the cap $20k around 2:30pm well before peak demand. 1/"  
[X Link](https://x.com/FootnotesGuy/status/1980769974580088920) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-21T22:55Z 2788 followers, 5608 engagements


"New @CISOZ paper by @JudeBlik Much ink as been spilled over what impact wind and solar have on wholesale electricity prices network costs etc. This paper addresses another less-mentioned part of the bill-stack: retail costs and margin. TLDR: Volatility is expensive. 1/"  
[X Link](https://x.com/FootnotesGuy/status/1981266963000442979) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-23T07:50Z 2788 followers, 1328 engagements


"Under every rock. You find finance types profiting from government subsidies for wind/solar. Check this article about a $950million buy-out of a wind portfolio from Neoen by HCM capital. 1/"  
[X Link](https://x.com/FootnotesGuy/status/1916755487930138912) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-04-28T07:24Z 2784 followers, 6871 engagements


"I missed a crucial footnote. Remember this drawn-out exchange with @DavidOsmond8 about CSIRO's capacity factors Post-curtailment or pre-curtailment @CSIRO made their method explicitly clear in a previous report which they reference in the latest. Let's finish this. 1/"  
[X Link](https://x.com/FootnotesGuy/status/1976077678718701670) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-09T00:10Z 2785 followers, 2906 engagements


"Streuth @EnergyWrapAU just found this brilliantly curated dataset from @CSIRO outlining some $XX BILLION of government funding for a Hydrogen industry. Don't let Andrew Hastie find this. He won't just get us building Falcons again he'll buy all of Ford Motor Company. 🤣🤣"  
[X Link](https://x.com/FootnotesGuy/status/1977605719643103522) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-13T05:22Z 2787 followers, 7003 engagements


"And they quote these massive figures about enormous percentage rises in head-related deaths in the X degree scenario. Many hundred percent is big. right But here's the burning question. A few hundred percent is a big increase on what death rate exactly 3/"  
[X Link](https://x.com/FootnotesGuy/status/1978698823867199686) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-16T05:45Z 2787 followers, XXX engagements


"Tracing back to the source in the Climate Risk Assessment the figures highlighting this cite a Health and Wellbeing Technical Report. 4/"  
[X Link](https://x.com/FootnotesGuy/status/1978698828351000762) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-16T05:45Z 2787 followers, XXX engagements


"This is a super-sophisticated (and brazen) piece of lobbying and propaganda. The story should be about expensive renewable electricity crushing industry. But it's been presented as a plan to secure "cheap energy" from renewables. The cunning. The gall. 1/"  
[X Link](https://x.com/FootnotesGuy/status/1980407908878938497) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-20T22:56Z 2787 followers, 10.4K engagements


"Who could be behind this deft manoeuvre The Sunrise Project. "At the heart of the issue for many manufacturers is getting access to cheap reliable RENEWABLE energy." That's the journo writing. As though it's a thing. Taking the implausible figures as fact. 2/"  
[X Link](https://x.com/FootnotesGuy/status/1980407913639469168) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-20T22:56Z 2784 followers, XXX engagements


"Oliver Yates also ran for Kooyong with backing from Climate XXX. So he's a teal and obviously connected to @simonahac. Who would have also been a fellow-board member on Smart Energy Council for many years. 15/"  
[X Link](https://x.com/FootnotesGuy/status/1980407966617727256) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-20T22:57Z 2778 followers, XXX engagements


"And it was Simon who published this oped in the AFR spruiking how smelters can ramp to help support intermittent renewables just a day after Oliver Yates pitched the structure of the "scheme financial vehicles". Coordinated maybe 16/"  
[X Link](https://x.com/FootnotesGuy/status/1980407968991772976) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-20T22:57Z 2785 followers, XXX engagements


"It's staggering. the gall to lie and mis-direct on renewables costs (and mis-quote the Nelson Review) bait&switch on aluminium sympathy. the financial sophistication the cunning mareting and the exquisitely crafted coverage in the Fin. I hope people see through it all. 17/17"  
[X Link](https://x.com/FootnotesGuy/status/1980407971508285714) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-20T22:57Z 2789 followers, XXX engagements


"Breaking news: @AEMO_Energy suprised again by their absurd assumptions not turning out in reality. Here's why Virtual Power Plant's (consumers handing control of their batteries to their retailers) don't and won't work at scale and anyone could see it coming: X. Retail power prices are around 30cents/KWh X. That means the general cost (or opportunity cost) for a VPP to discharge a home battery is over $300/MWh or more with losses. X. This means that the all the routine price arbitrage opportunities from wholesale being negative during day and moderately high (say a bit over $200/MWh) in"  
[X Link](https://x.com/FootnotesGuy/status/1980516481483043080) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-21T06:08Z 2787 followers, 40.7K engagements


"Heres an article from a very pro-renewables rag. XXX out of 10000 applicants for a NSW battery subsidy joined a VPP even with a financial incentive of a couple hundred dollars. You cant dodge that kind of sentiment"  
[X Link](https://x.com/FootnotesGuy/status/1980531914034573669) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-21T07:09Z 2789 followers, 1359 engagements


"The specific event that really aligns well is the collapse of experienced out-of-pocket costs for rooftop solar mostly driven by the big expansion of subsidies before panel costs fell. 5/"  
[X Link](https://x.com/FootnotesGuy/status/1980865895892414946) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-22T05:16Z 2788 followers, XXX engagements


"Als0 around that time. there was a period of marked investment (often suggested to be over-investment) in distribution networks. Much broader though 2006-2015. It is centred broadly in the same place but is spread over twice as many years. 6/"  
[X Link](https://x.com/FootnotesGuy/status/1980865899759562783) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-22T05:16Z 2786 followers, XXX engagements


"If you need more convincing check out this great video we did earlier this year. Or read the paper linked in post X. 12/12"  
[X Link](https://x.com/FootnotesGuy/status/1980865918180945969) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-22T05:16Z 2787 followers, 1226 engagements


"Update. There were some massive counter-price flows across the NSW Vic border today. So much so that the interconnector was clamped/limited. So it was interconnector related but the full picture is undoubtedly quite complex. Another mega-thread one day I hope"  
[X Link](https://x.com/FootnotesGuy/status/1980956743640441019) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-22T11:17Z 2787 followers, 2707 engagements


"The core business model of retailers is a fixed-for-floating trade. The underlying price of electricity fluctuates but they have to give a steady fixed price to customers. The cost of all the risk management and hedges required skyrockets when extreme-price events do. 2/"  
[X Link](https://x.com/FootnotesGuy/status/1981266967228297560) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-23T07:50Z 2787 followers, XX engagements


"As we've retired some reliable baseload generators and replaced them with lots of rooftop solar (and a bit of wind) the frequency of extreme-price events starts to pick up. Mostly morning and evening when solar can't help. 3/"  
[X Link](https://x.com/FootnotesGuy/status/1981266974098510249) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-23T07:50Z 2788 followers, XXX engagements


"You can see the impact of this in median electricity prices throughout the day. Price used to be flat and boring. Which makes them very easy to buy forward contracts and caps for. Not so much anymore. 4/"  
[X Link](https://x.com/FootnotesGuy/status/1981266980046090302) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-23T07:50Z 2787 followers, XX engagements


"This and the extreme price events has greatly increased the cost for retailers to obtain 'caps'. These are contracts that limit their exposure to high prices. A prudent retailer has use some of these and will pass costs onto customers. 5/"  
[X Link](https://x.com/FootnotesGuy/status/1981266984643023344) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-23T07:50Z 2788 followers, XX engagements


"Good discussion of the latest paper here with @JudeBlik and Chris Kenny on @SkyNewsAust"  
[X Link](https://x.com/FootnotesGuy/status/1981374553915027865) [@FootnotesGuy](/creator/x/FootnotesGuy) 2025-10-23T14:58Z 2787 followers, XXX engagements