NEM
NEM Daily analysis

Saturday 1 August 2026

Trading day 2026-08-01

Market Snapshot

Regional price divergence as southern states record frequent negative intervals

Average regional prices ranged from 37.00 dollars per megawatt hour in Tasmania to 70.60 dollars in New South Wales. Victoria and South Australia saw significant price volatility with 102 and 94 negative intervals respectively, while New South Wales recorded none. Maximum prices reached 172.90 dollars in South Australia during the evening peak.

Coal remained the primary generation source at 55.0 percent of the mix, followed by wind at 12.6 percent. Combined solar contributions reached 19.2 percent, helping renewables achieve an instantaneous peak of 67.4 percent at 13:10. Hydro and gas contributed 8.2 percent and 2.6 percent respectively to the total daily energy.

Battery storage systems discharged 16,459 megawatt hours, resulting in a net consumption of 4,230 megawatt hours after charging. FCAS costs were highest for regulation services, with Tasmania recording the peak price of 50.00 dollars for lower regulation. Total market emissions rose by 8.1 percent compared to the same day last week.

Interconnector flows showed significant movement from Victoria into New South Wales and from Queensland into New South Wales. New South Wales acted as the primary sink for regional transfers, absorbing 23,319 megawatt hours from the south. Tasmania exported a net 7,832 megawatt hours to the mainland via the Basslink interconnector.

Today · Predispatch forecasts indicate a peak price of 319.04 dollars in Queensland at 19:30 and 145.00 dollars in South Australia at 18:30.

Why it matters · The daily average of 57.60 dollars sits 32.8 percent below the weekly average, breaking a two-day trend of prices exceeding 150 dollars. This price reduction occurred despite an 8.1 percent rise in emissions, as high renewable penetration in southern regions coincided with heavy coal reliance elsewhere.

NSW $71VIC $39QLD $47SA $52TAS $37
Numbers-only recap · gemini-3-flash-preview

Prices

Trading day · 04:00 → 04:00 AEST · 30-min average

NSW VIC QLD SA TAS
$0 $28 $55 $83 $110 -$10 $20 $50 $80 $110 -$10 $18 $45 $73 $100 -$10 $28 $65 $103 $140 -$10 $18 $45 $73 $100 04:00 10:00 16:00 22:00 04:00
Region Avg VWAP Min Max Neg Cap
NSW $71 $71 $7 $114 0 0
QLD $47 $49 -$5 $90 22 0
SA $52 $63 -$13 $173 94 0
VIC $39 $44 -$13 $106 102 0
TAS $37 $39 -$10 $96 92 0

Min · Max are 5-minute dispatch extremes; the price chart plots 30-minute averages, so its peak reads lower.

Demand

NSW
Peak
10,459MW
18:25
Trough
7,123MW
04:00
Energy
412.4GWh
QLD
Peak
7,306MW
18:30
Trough
4,377MW
10:35
Energy
277.9GWh
SA
Peak
1,958MW
19:10
Trough
509MW
14:55
Energy
66.1GWh
VIC
Peak
7,301MW
18:30
Trough
3,763MW
14:15
Energy
275.8GWh
TAS
Peak
1,311MW
18:00
Trough
958MW
02:50
Energy
53.7GWh

FCAS

ServiceCostSpikesPeakWhen
RAISEREG$5,2140$161 Aug, 16:10
LOWERREG$5830$51 Aug, 16:20
RAISE6SEC$1580$01 Aug, 07:20
RAISE60SEC$1390$01 Aug, 19:10
LOWER60SEC$1210$01 Aug, 10:50
LOWER6SEC$830$01 Aug, 10:30
RAISE5MIN$690$01 Aug, 07:05
LOWER5MIN$420$01 Aug, 10:30
Total$6,409

Cost = NSW RRP × cleared MW per 5-min interval.

ServiceCostSpikesPeakWhen
RAISEREG$7,6850$161 Aug, 16:10
LOWERREG$2,6780$51 Aug, 16:20
LOWER60SEC$3500$01 Aug, 10:50
RAISE6SEC$2780$01 Aug, 07:20
LOWER6SEC$2260$01 Aug, 10:30
RAISE60SEC$1730$01 Aug, 19:10
LOWER5MIN$640$01 Aug, 10:30
RAISE5MIN$460$01 Aug, 07:05
Total$11,500

Cost = QLD RRP × cleared MW per 5-min interval.

ServiceCostSpikesPeakWhen
RAISEREG$6,8220$161 Aug, 16:10
LOWERREG$2,0550$51 Aug, 16:20
RAISE60SEC$2530$01 Aug, 19:10
RAISE6SEC$1910$01 Aug, 07:20
LOWER60SEC$1440$01 Aug, 10:50
RAISE5MIN$990$01 Aug, 07:05
LOWER6SEC$870$01 Aug, 10:30
LOWER5MIN$320$01 Aug, 10:30
Total$9,682

Cost = VIC RRP × cleared MW per 5-min interval.

ServiceCostSpikesPeakWhen
LOWERREG$2,5260$51 Aug, 16:20
RAISEREG$2,5240$161 Aug, 16:10
RAISE6SEC$2510$01 Aug, 11:50
LOWER60SEC$2300$01 Aug, 10:50
RAISE60SEC$2120$01 Aug, 11:50
LOWER6SEC$1740$01 Aug, 10:30
RAISE5MIN$850$01 Aug, 11:50
LOWER5MIN$560$01 Aug, 10:30
Total$6,059

Cost = SA RRP × cleared MW per 5-min interval.

ServiceCostSpikesPeakWhen
RAISEREG$8,2930$261 Aug, 08:35
LOWERREG$3,6950$501 Aug, 16:15
RAISE6SEC$6400$131 Aug, 09:45
RAISE60SEC$4840$31 Aug, 10:35
LOWER6SEC$340$01 Aug, 09:50
LOWER60SEC$320$01 Aug, 09:50
RAISE5MIN$180$01 Aug, 08:55
LOWER5MIN$00$01 Aug, 10:30
Total$13,195

Cost = TAS RRP × cleared MW per 5-min interval.

Battery dispatch

Peak moment

Fleet discharged 1,077 MW at 18:30 as NSW spot hit $82/MWh.

Peak moment

Fleet discharged 1,079 MW at 18:00 as QLD spot hit $79/MWh.

Peak moment

Fleet discharged 889 MW at 18:30 as VIC spot hit $80/MWh.

Peak moment

Fleet discharged 430 MW at 18:30 as SA spot hit $120/MWh.

Peak moment

Fleet discharged 3,385 MW at 18:30 as TAS spot hit $74/MWh.

Discharged
6,446MWh
peak 1,077 MW · 18:30
Charged
8,830MWh
peak 1,619 MW
Net
-2,384MWh
discharge − charge
Round-trip
73%
discharge / charge ratio
Discharged
4,571MWh
peak 1,079 MW · 18:00
Charged
5,665MWh
peak 1,230 MW
Net
-1,094MWh
discharge − charge
Round-trip
81%
discharge / charge ratio
Discharged
3,833MWh
peak 889 MW · 18:30
Charged
4,290MWh
peak 870 MW
Net
-457MWh
discharge − charge
Round-trip
89%
discharge / charge ratio
Discharged
1,609MWh
peak 430 MW · 18:30
Charged
1,903MWh
peak 459 MW
Net
-295MWh
discharge − charge
Round-trip
85%
discharge / charge ratio
NEM-wide
Discharged
16,459MWh
peak 3,385 MW · 18:30
Charged
20,689MWh
peak 3,224 MW
Net
-4,230MWh
discharge − charge
Round-trip
80%
discharge / charge ratio

Fleet net dispatch · spot-price overlay · 30-min average

Net MWdischarge ↑ · charge ↓NSWQLDVICSATAS$/MWh
-4.0 GW-2.0 GW0 MW2.0 GW4.0 GW-$50$0$50$100$15023:3006:3713:4520:5204:00

Regional dispatch ranking

RegionDischargedNet
#1NSW
6,446MWh
-2,384
#2QLD
4,571MWh
-1,094
#3VIC
3,833MWh
-457
#4SA
1,609MWh
-295

Generation Mix

TOP FUEL 64.9%
  • Coal64.9% · 143.2 GWh
  • Gas0.5% · 1.1 GWh
  • Hydro2.7% · 5.9 GWh
  • Wind7.7% · 16.9 GWh
  • Solar (utility)12.5% · 27.7 GWh
  • Solar (rooftop)8.8% · 19.4 GWh
  • Battery2.9% · 6.4 GWh
TOP FUEL 58.0%
  • Coal58.0% · 114.4 GWh
  • Gas1.8% · 3.6 GWh
  • Hydro2.2% · 4.3 GWh
  • Wind14.3% · 28.3 GWh
  • Solar (utility)10.3% · 20.2 GWh
  • Solar (rooftop)11.0% · 21.7 GWh
  • Battery2.3% · 4.6 GWh
  • Other0.1% · 0.3 GWh
TOP FUEL 61.9%
  • Coal61.9% · 107.0 GWh
  • Hydro9.0% · 15.6 GWh
  • Wind11.8% · 20.4 GWh
  • Solar (utility)5.2% · 9.1 GWh
  • Solar (rooftop)9.8% · 16.9 GWh
  • Battery2.2% · 3.8 GWh
TOP FUEL 40.8%
  • Gas25.2% · 9.5 GWh
  • Wind40.8% · 15.4 GWh
  • Solar (utility)7.2% · 2.7 GWh
  • Solar (rooftop)22.6% · 8.5 GWh
  • Battery4.3% · 1.6 GWh
TOP FUEL 80.9%
  • Gas8.6% · 3.0 GWh
  • Hydro80.9% · 28.6 GWh
  • Wind8.0% · 2.8 GWh
  • Solar (rooftop)2.5% · 0.9 GWh
coalgashydrobattery dischargewindsolar utilitysolar rooftopBattery (charge)
23:3005:3711:4517:5200:0010.8 GW 0
coalgashydrobattery dischargewindsolar utilitysolar rooftopotherBattery (charge)
23:3005:3711:4517:5200:009.5 GW 0
coalhydrobattery dischargewindsolar utilitysolar rooftopBattery (charge)
23:3005:3711:4517:5200:008.9 GW 0
gasbattery dischargewindsolar utilitysolar rooftopBattery (charge)
23:3005:3711:4517:5200:002.0 GW 0
gashydrowindsolar rooftop
23:3005:3711:4517:5200:001.8 GW 0

Renewables

NSW · Daily renewable share
31.3%
VIC · Daily renewable share
39.3%
QLD · Daily renewable share
45.7%
SA · Daily renewable share
63.8%
TAS · Daily renewable share
104.1%
Peak instantaneous
67.4%
at 13:10
Daily NEM-wide share
41.2%
By region (daily share)
  • NSW
    31.3%
  • VIC
    39.3%
  • QLD
    45.7%
  • SA
    63.8%
  • TAS
    104.1%

Interconnectors

Region (proxy) Net flow Direction changes Hours at limit
N-Q-MNSP1 +42.6 GWh 0
NSW1-QLD1 −53.4 GWh 0
VIC1-NSW1 +23.3 GWh 15
V-SA −13.6 GWh 15
T-V-MNSP1 +7.8 GWh 1

Per-region net of NETINTERCHANGE proxied to a representative interconnector. Full per-interconnector decomposition + hours-at-limit needs DINTERCONNECTOR parsing (follow-up).

Emissions

Total emissions
360.7k tCO₂
▲ 8.1% vs same day last week
Intensity by region
NSW 125.2k tCO₂ 0.561 tCO₂/MWh
QLD 101.8k tCO₂ 0.511 tCO₂/MWh
SA 4.4k tCO₂ 0.115 tCO₂/MWh
VIC 127.5k tCO₂ 0.735 tCO₂/MWh
TAS 1.8k tCO₂ 0.053 tCO₂/MWh