Y'all may have noticed me warn against investing in solar, which competes with price-insensitive household rooftop installations, and gesturing vigorously at the greatest margin enhancement in the market in shifting nighttime intermittent wind to daytime peaks with batteries.
Here is fresh analysis of the impact of solar, both roof-top and farm production, on the NEM. The diagrams speak directly to solar's dilemma.
The BESS, Smithfield and geographic diversification moves by IFN strongly position it to exploit the passive predictable behaviour of rooftop solar. A well-placed battery on SYD-CAN could perhaps enjoy a twice-daily charge-discharge regime, which would be, ahem, very remunerative.
Me banging on again.
Ash
IFN Price at posting:
47.5¢ Sentiment: Buy Disclosure: Held
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