Energy Data Visualizations

Key Insights: Revenue fell from ~$18/kW-month in 2023 to ~$7/kW-month in 2024 as ancillary service prices normalised following ECRS saturation. August 2023 stands out with a spike to $109/kW-month driven by peak demand and the first ECRS introduction period.

Key Insights: ECRS launched in June 2023 at a $26.5/MWh premium over Spinning Reserve (RRS) due to limited qualified resources. By 2024, as more BESS qualified and ramped, the premium collapsed to ~$1/MWh — the primary driver of the revenue compression seen above.

Key Insights: Summer 2023 produced the highest demand spikes of the comparison period, underpinning the exceptional ancillary prices. 2024 summer peaks were moderated, consistent with the overall revenue normalisation in the ancillary markets.

Key Insights: 2-hour BESS systems consistently outperformed 1-hour systems throughout 2024 — on average earning ~35% more per kW-month. May 2024 showed the widest gap, with 2-hr at $19.79 vs 1-hr at $13.45, as energy arbitrage windows favoured longer duration assets.

Key Insights: In 2023, ancillary services dominated total BESS revenue — typically 70–90% of the stack. By mid-2024, energy arbitrage had grown to over 50% of revenue in some months, reflecting both the ECRS premium collapse and BESS operators increasingly optimising for real-time price spread capture.

Key Insights: The projected 2026 LNG glut (+36 mtpa) was erased in seven days. The combined loss of Qatari volumes (-77 mtpa) and stranded Hormuz cargoes (-22 mtpa) far exceeds the remaining US spare capacity (+7 mtpa), leaving a structural deficit of 56 mtpa.

Key Insights: Extreme price volatility in NSW and VIC during Jul–Aug 2022, with spikes reaching $12k/MWh. Tasmania exhibits the most stable price patterns. Monthly averages show convergence by Jan 2023. All regions demonstrate strong seasonal patterns with winter peaks.

Key Insights: NSW consistently shows the highest demand peaks due to greater population density. Clear morning and evening peaks dominate daily variations. Summer months (Jul–Aug 2022) exhibit highest total demand. Tasmania shows the most stable pattern with minimal seasonal variation.