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....
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Jun 285 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 284 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 284 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 288 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 286 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 284 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...
Feb 144 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 142 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 143 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 136 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...
Nov 6, 20232 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...
Jul 3, 20233 min read
The boom bust cycle of airlines
Historically airlines have gone insolvent on a regular basis (Ansett, and more recently, Virgin!). The airline business involves a large...
Jul 3, 20237 min read
Western Australian vs National Electricity Market – Different Rules Same Challenges
I'll get over you, I know I will I'll pretend my ship's not sinking And I'll tell myself I'm over you 'Cause I'm the king of wishful...
Jul 3, 20233 min read
Inflation, the market is saying this time is different…
Inflation as you all know has been riding high. But what you really care about is where are we going from here. I don’t have a crystal...
Feb 26, 20232 min read
First Close of Infradebt Energy Transition Fund
Canberra, 22 February 2023 – Infradebt is pleased to announce the first close of the Infradebt Energy Transition Fund (ETF). ETF is a...
Nov 13, 20223 min read
Utility Scale Batteries - Be Like Water
The first energy revolution came with the invention of the steam engine in the 18th century. This marked the beginning of the industrial...
Nov 13, 20222 min read
Updates on Inflation - Sep 2022
Last quarter we wrote an article on US inflation and in particular what it would take for inflation to get back to 2-3%. Without wanting...
Nov 13, 20224 min read
Upsetting the usual order
One of the banes of my existence, working in energy markets, is the multitude of different units. Everything is measured differently and...
Jun 27, 20225 min read
What will it take to get inflation back to 2-3%?
Inflation in the United States and Australia (and most parts of the rest of the world) has broken out from the 2-3% typical range of the...
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