Hi @valen1828
Appreciate your reply, thanks.
To coin @Beecher5253, yes and no.
Yes there needs to be over-production.
No, that doesn’t have to defy markets logic.
I would prefer to see it as a step jump in Aussie energy security, innovation, energy intensive industry and export, with those industries receiving copious quantities of cheap power with some timing restrictions, requiring them to be innovative.
Vast solar farms across Northern Australia, hydrogen production and then overnight hydrogen fuelled turbine generation, undersea cables to main population centres of Indonesia and elsewhere in Asia.
Some renewables aimed at base load and some aimed at energy intensive industries it will balance out.
Dex
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