The next three years will be huge for utility renewables in Australia. Given the timeframes for financing, constructing and commissioning new plants, we expect all currently committed capacity to be fully online by the June 2024 quarter.
And that’s a lot of capacity. With 9.4 GW of projects either commissioning, being built or otherwise committed to construction, we expect fully operational wind and solar in the NEM to almost double from today’s level in three years.
The average size of these installations appears to be increasing with Sunwhiz noting several installation in the 1-10 MW capacity range.
For instance, McCain foods has an 8.2MW system and Melbourne Airport 12.4MW. For a gentailer, such as Origin, AGL or EnergyAustralia, 12 MW is a substantial piece of business to have gone walking out the door.
And for the entire rooftop sector there exists the possibility of retrofitting storage at either the installation or community level.
Utilities one of the only sectors with positive sales, page-326
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