As noted on another genex thread, LGC prices will have to be re-modelled as they are up >20% in the last month, expected to stay above $60 in calender 2023, and above 50 in calendar 2024 (Mercari forward curve). This also has implications for expectations of dispatch prices. [My bet is that coal closures are going to have to be brought forward, as each addition of solar undermines coal's viability, so medium term prices will keep high]
As noted on another genex thread, LGC prices will have to be...
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