Energy Weekly

Sample Tuesday, 3 June 2026 · 9 stories
⚡ Energy Markets

AEMC proposes changes to NEM price cap as volatility surges

AEMC · 1 June 2026

The AEMC has released a consultation paper on reforming the NEM's market price cap structure. Proposals include a tiered cap system and tighter admin price cap settings. Submissions close 1 August.

📋 Policy & Regulation

AEMO 2026 ISP: Transmission roadmap targets 50% renewables by 2030

AEMO · 29 May 2026

The 2026 Integrated System Plan identifies $12.7B in priority transmission projects. Key additions include offshore wind connections for Gippsland and the Hunter, and new interconnector capacity for the south-west.

🔋 Renewables & Tech

Australia reaches 25 GW rooftop solar — another record quarter

CER · 28 May 2026

Australia's rooftop solar capacity hit 25 GW in May, with 1.2 GW installed in Q1 2026 alone. Average system size has risen to 9.8 kW as more households pair solar with battery storage.

⚡ Energy Markets

Gas Shortfall Notice: AEMO warns of winter supply risks for southern states

AEMO · 27 May 2026

AEMO issued a Gas Shortfall Notice for Victoria and NSW, warning that storage levels are at 5-year lows heading into winter. The notice triggers LNG import contingency measures from the Crib Point terminal.

📋 Policy & Regulation

Capacity Investment Scheme Round 3: 2.4 GW awarded

DISR / ARENA · 26 May 2026

The CIS awarded contracts to 14 projects totalling 2.4 GW across battery storage (1.1 GW), wind (0.8 GW), and solar (0.5 GW). Successful bidders include Neoen, AGL, RACV, and Iberdrola.

🔋 Renewables & Tech

SunCable: Final investment decision expected for Australia-Asia Power Link

SunCable / AFR · 25 May 2026

SunCable is targeting a final investment decision for the Australia-Asia Power Link by Q4 2026. The 4,200 km subsea cable from the Northern Territory to Singapore would deliver up to 1.75 GW of solar power.

⚡ Energy Markets

NEM wholesale prices: Q2 averages above $80/MWh across mainland states

AER · 24 May 2026

The AER's quarterly wholesale electricity report shows volume-weighted average prices of $88/MWh in NSW, $82/MWh in Victoria, and $95/MWh in Queensland. Coal outages and intermittent renewables contributed to volatility.

📋 Policy & Regulation

Safeguard Mechanism: 43 facilities covered in latest compliance report

CER · 23 May 2026

The Clean Energy Regulator reported 43 facilities exceeded their baselines under the Safeguard Mechanism in the 2025 compliance year. Total ACCU surrenders reached 17 million tonnes.

🔋 Renewables & Tech

Hydrogen Headstart: Round 2 shortlist announced

ARENA · 22 May 2026

ARENA shortlisted 6 green hydrogen projects for Hydrogen Headstart Round 2, totalling 1.5 GW of electrolyser capacity. Projects span WA, QLD, and Tasmania, targeting production by 2029.