Specialist
Executive at Simec Energy Australia Retail Pty Ltd
Agenda
- Australian renewables market headwinds
- Impact of negative marginal loss factors (MLF) on project returns
- Electricity grid congestion and potential regulatory responses
- Near- to medium-term outlook on renewables capacity growth
- Storage technology development
Questions
1.
Can you discuss the drivers of negative MLFs, that driver being grid congestion and the lack of predictability around generation?
2.
In the press, transmission and distribution [T&D] companies have been complaining about not being given adequate investment returns to undertake the kind of CAPEX works needed to provide grid stability and upgrade the grid. Can you share your views on this, on the discoms, how challenges there inform long-term renewables growth?
3.
What are the long-term implications of the T&D companies being capital-starved?
4.
Do distributors have any ability to charge solar PV [photovoltaic] users for utilisation of the grid?
5.
As building the transmission network is so expensive, especially in a developed market such as Australia, how difficult would it be to build it out, to upgrade it?
6.
Could you elaborate on the impact of negative MLFs on project returns, and your outlook?
7.
You mentioned there are some projects in the wings that might depress MLFs further. Which projects are those, and how much capacity is there still yet to enter?
8.
What are the growth opportunities and challenges in the corporate PPA segment?
9.
You mentioned that you [see] opportunities in commercial rooftop solar. What is your medium-term outlook for this, and what kind of growth do you expect?
10.
What is your outlook for residential rooftop solar? There’s been a lot of capacity growth in this segment, but do you think that’s sustainable or not?
11.
Summarising some of your key views of this market, what solutions are there to some of the headwinds and what do you think is going to happen?
