AGL 2.20% $11.61 agl energy limited.

Ann: Updated FY24 Guidance, page-39

  1. 3,886 Posts.
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    I think we will continue to agree to disagree in regards to the timeframes here @gtc61

    I am not going to dig up the details for all of the wind farms proposals that have got off the ground, reaching FID, planning, development and onto construction... I have given plenty of examples of wind farms that been built in remarkably small timeframes.

    Considering that the NSW REZ's were submitted for tender with development starting 2025 and fully operational by 2030...

    https://reneweconomy.com.au/nsw-doubles-size-of-australias-first-renewable-energy-zone-appoints-operator/#:~:text=If%20approved%2C%20construction%20is%20expected,wind%2C%20solar%20and%20storage%20projects.

    The big catch with the above zone will be the transmission infrastructure required...
    https://wattclarity.com.au/articles/2023/11/do-we-really-need-eraring-when-well-have-5500mw-of-batteries-by-2026/

    There you go... Tilt (owned by PowarCo... part owned AGL as a result), part of the REZ processes, already has planning approved just about 1gw of supply too
    https://hotcopper.com.au/data/attachments/6193/6193473-e3da0c79c628899e19a109832d4cdec9.jpg
    https://hotcopper.com.au/data/attachments/6193/6193478-279d8865d1092bf47a2d1630e6b1af02.jpg
 
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