By 2035, nearly 90% of Australia’s electricity could be sourced from renewables. How can investors capture value through this transformation?
Monitoring market developments – in real time |
| Australia’s energy landscape is changing at a pace and scale unprecedented in the world. The markets are in upheaval. Investors need a deep understanding of the competitive landscape, the drivers of buyers' decisions, and changes in regulation – as they occur. |
Reliability of supply is a key issue |
| As renewable electricity penetration increases, grid stability is key. Wind and solar generation need the support of fast response dispatchable energy solutions. We need storage across all depth classes, demand management programs and more network infrastructure so that the power generated by renewables reaches centres of high demand. |
Mitigate risks and capture value - adopt a portfolio approach |
| Market volatility continues, making market-based valuations of assets increasingly complex. Investors need thorough due diligence and in-depth insights. Yet the long term trend is clear. Renewable energy sources remain the lowest cost of new supply. And, while the price of energy is falling, the value of firm, fast response, dispatchable capacity is growing. Mature wind and solar generators are responding with a portfolio approach and sophisticated physical and financial hedging strategies to manage the risks. |
