
As the NEM Review lands, attention rightly turns to system-level settings. But much of the commercial change shaping renewable and firming supply is already unfolding inside over-the-counter (OTC) energy markets. This article sets out what’s already shifting commercially in a market under review.

A monthly snapshot of key developments across electricity and environmental markets, tracking price movements, underlying drivers and policy signals shaping market conditions.

New Safeguard data and ACCU method developments are reshaping the assumptions behind the ACCU market outlook and our team's latest forecast. We discuss how and where the market is moving.

A monthly snapshot of key developments across electricity and environmental markets, tracking price movements, underlying drivers and policy signals shaping market conditions.

As Q1 2026 market signals diverge, Australia’s renewables and storage offtake market is becoming harder to read. This article explains what pricing, participation and financial close outcomes reveal about current market conditions for developers, investors and buyers.

As the new 2026 Savanna Fire Management (SFM) methods commence, attention is turning to the pathway from method potential to realised supply. This article explains the features and constraints most likely to shape that pathway.

A monthly snapshot of key developments across electricity and environmental markets, tracking price movements, underlying drivers and policy. signals shaping market conditions.