Ann: First Quarter FY20 Activity Report, page-4

This is as good a place to post this comment as any. Not specifically IFN, but big implications:

The government made a big turn around yesterday. After years of "electricity prices and shortages are all the fault of renewables", Taylor quietly changed the massage to "we need to update the grid to accommodate changing market needs" (not actual quotes, just my summaries). This is a huge change, even if most of the $1B goes to some form of coal. The narrative has switched 180 deg with hardly a whisper. Like something out of Orwell's 1984.