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Settling into a higher inflation world
It might be peak economic complacency, but the world seems to be settling into a period of “medium high” inflation. To be clear, I am...
Mar 143 min read


LGC Prices – structural change or trading volatility?
LGC prices have (finally) fallen below $30 per unit for the first time since the COVID era. At one point, prices actually dipped below...
Mar 144 min read


Trump and Climate Change
Much ink has already been spilled on the US election result and the implications for renewables and climate action. Much of this is...
Mar 144 min read
Lags
We generally try to be apolitical in the articles and insights we share in our newsletter. However, given our focus on renewable energy...
Mar 143 min read


Are we heading in the right direction?
There have been two reports from AEMO this year that highlight the dissonance between what is actually happening on the ground in the...
Mar 144 min read


Renewable Developer Economics
Historically, renewable energy projects have been developed by ‘developers’ who progress projects to a shovel ready state and then sell...
Mar 148 min read


Immigration, Population Growth, and Infrastructure in Australia: A Crucial Nexus
Immigration has long been a key driver of Australia’s population growth and economic prosperity. Over the past several decades, the...
Mar 144 min read


Trouble in the Cabbage Patch
Over the past decade, the surge in renewable energy has steadily driven down wholesale electricity prices across Australia. However, this...
Mar 144 min read

I don’t want to be negative …. but have you looked at electricity prices
The National Electricity Market (NEM) recorded its highest frequency of negative wholesale electricity intervals in the year of 2023....
Jun 28, 20245 min read

Batteries – Prepare for the wave
There are currently 16 large-scale operational batteries in the NEM with a combined capacity of 1.4GW. Starting in 2017 with Hornsdale...
Jun 28, 20245 min read

The Nuclear Dog Whistle.
Fair warning, this article is more political than we usually like to be at Infradebt – but that is unavoidable because a return to the...
Jun 28, 20244 min read

Inflation, bond rates and cycles
It is almost a year since the Fed last raised interest rates and signalled a neutral bias to rates. During this period, bond rates have...
Jun 28, 20244 min read

Future sources of grid demand
Do you find the discussion on electricity dry or revolving around the same central themes? Well in this piece we take a step back from...
Jun 28, 20248 min read

Super funds and the Capacity Investment Scheme might not be compatible.
The Commonwealth Government has set a target of 82% renewables in the national electricity market by 2030. Achieving this target will...
Jun 28, 20246 min read

Troll Roads
The effects of inflation are now really being felt in the community, I don’t mean inflation as some statistical calculation of the rate...
Jun 28, 20244 min read
Six months living with Elon
No, this article isn’t about my (Alex Ramsey) twitter experience post Elon’s acquisition, rather we took the plunge to buy a Tesla (Model...
Feb 14, 20244 min read
Does an auction reveal more about the asset or the bidders? Winner’s curse or choose your own adventure?
Infrastructure assets have largely traded through competitive bid processes. While every process is a little different – they do run to a...
Feb 14, 20242 min read

Greatest Hits
It has been ten years since we published our first newsletter. During the last decade, we have written 120 articles and aimed to cover a...
Feb 14, 20243 min read

Commonwealth Capacity Investment Scheme (CIS)
22 November 2023 saw a massive announcement in the history of Australia’s electricity markets with Chris Bowen announcing an intention...
Feb 13, 20246 min read

Australian Ethical invests in the Infradebt Ethical Fund and Energy Transition Fund
Canberra, 7 November 2023 – Infradebt is pleased to announce Australian Ethical has made substantial investment commitments to the...
Nov 6, 20232 min read
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