In this Weekly Dispatch:
- The Draft DMO determination shows (real) reductions in the DMO across all regions after 2 years of sharp increases.
- The 2024 GSOO shows risks of gas supply shortfalls arising on extreme peak demand days from winter 2025. Seasonal and annual supply gaps could arise later in the decade if further investment is not forthcoming.
- The AEMC has made a final rule to support the financeability of TNSPs. The new rule will allow the AER to bring forward TNSP cash flows to prevent a TNSP’s financeability position worsening with ISP projects.
- This ESIG report looks at how resource adequacy criteria need to evolve in the transition to a more weather-driven power system. Also a new NBER working paper summarises how transmission is regulated in the US.
- Podcast of the week: Shift Key hosts Jesse Jenkins on the future of EVs; Montel Weekly on some problems with the EU balancing mechanism.