Just did my usual mid-month check on prices and output for Jemalong.
By my estimates, production is running in line with 5-6000 kWh for the month, but prices (with LGCs bundled) are currently averaging $215/kWh, more than double the very good prices realised in January to March ($105/kWh); this follows my estimated $160/kWh bundled for 7000 kWh in April (cf Lanuit's $180/kWh for 8000 kWh above).
June/July will be the lowest producing months for Jemalong (either side of the shortest day), but total production will begin to recover again in August. With 8/9 ENSO models predicting that La Nina will finish this winter, looking forward to better production next summer.
For Kidston solar, has anyone got a feel on the prices? As I understand it, the negotiated deal is a minimum ($88/kWh bundled) but with some upside if prices are high. Can anyone confirm this, or provide additional insights?
GNX Price at posting:
13.0¢ Sentiment: Buy Disclosure: Held