NEM
NEM Daily analysis

Saturday 5 September 2026

Trading day 2026-09-05

Market Snapshot

Victoria records negative daily average price amid high renewable penetration

Regional price outcomes diverged significantly with Victoria averaging -$1.90/MWh and South Australia $8.40/MWh, while northern regions remained above $36/MWh. Negative pricing was prevalent across the southern states, where South Australia and Victoria each spent over 65% of the day in negative territory.

Total NEM demand peaked in the evening between 18:15 and 19:05, led by New South Wales at 8,097 MW. The generation mix was dominated by coal at 42.2% and wind at 29.3%, while rooftop solar contributed 14.8% of the daily energy.

Renewable sources provided a 54.4% share of total generation, coinciding with a 22.9% reduction in emissions compared to the same day last week. Batteries discharged 12,332 MWh to the grid, though the fleet remained a net consumer with -6,633 MWh net flow.

FCAS costs were relatively subdued with no price spikes recorded across the eight markets. Regulation services accounted for the bulk of the $52,556 total spend, with Raise Regulation in New South Wales peaking at $8.00/MWh.

Today · Forward projections indicate a price peak of $319.04/MWh in Queensland at 19:30, while New South Wales is forecast to reach $98.25/MWh.

Why it matters · The daily average of $15.80/MWh sits 67% below the weekly average, breaking a consistent three-day run of prices above $45/MWh. This sharp decline occurred as the 77.4% renewable peak and high wind contribution suppressed southern prices into negative territory despite coal maintaining a 42% share.

NSW $39VIC $-2QLD $36SA $8TAS $10
Numbers-only recap · gemini-3-flash-preview

Prices

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

NSW VIC QLD SA TAS
-$20 $10 $40 $70 $100 -$20 $10 $40 $70 $100 -$10 $18 $45 $73 $100 -$20 $10 $40 $70 $100 -$20 $10 $40 $70 $100 04:00 10:00 16:00 22:00 04:00
Region Avg VWAP Min Max Neg Cap
NSW $39 $43 -$12 $76 174 0
QLD $36 $43 -$11 $79 206 0
SA $8 $12 -$16 $42 322 0
VIC -$2 -$1 -$32 $13 322 0
TAS $10 $9 -$15 $33 246 0

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

Demand

NSW
Peak
8,097MW
18:25
Trough
4,445MW
12:00
Energy
311.0GWh
QLD
Peak
6,974MW
18:25
Trough
3,134MW
12:05
Energy
250.4GWh
SA
Peak
1,721MW
19:05
Trough
394MW
14:00
Energy
55.3GWh
VIC
Peak
6,256MW
18:45
Trough
3,092MW
14:40
Energy
227.9GWh
TAS
Peak
1,208MW
18:15
Trough
834MW
14:40
Energy
50.4GWh

FCAS

ServiceCostSpikesPeakWhen
RAISEREG$3,0510$85 Sept, 08:45
LOWERREG$2710$35 Sept, 17:15
LOWER60SEC$910$15 Sept, 13:15
LOWER5MIN$610$05 Sept, 16:15
RAISE6SEC$510$05 Sept, 17:15
LOWER6SEC$440$05 Sept, 13:10
RAISE60SEC$400$05 Sept, 06:20
RAISE5MIN$220$05 Sept, 06:20
Total$3,631

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

ServiceCostSpikesPeakWhen
RAISEREG$8,6730$85 Sept, 08:45
LOWERREG$1,4760$35 Sept, 17:15
LOWER60SEC$2370$15 Sept, 13:15
RAISE6SEC$1050$05 Sept, 17:15
LOWER6SEC$820$05 Sept, 13:10
RAISE60SEC$820$05 Sept, 06:20
LOWER5MIN$690$05 Sept, 16:15
RAISE5MIN$190$05 Sept, 06:20
Total$10,744

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

ServiceCostSpikesPeakWhen
RAISEREG$8,1560$85 Sept, 08:45
LOWERREG$2,5070$35 Sept, 17:15
LOWER60SEC$2500$15 Sept, 13:15
RAISE6SEC$1590$05 Sept, 17:15
RAISE60SEC$1370$05 Sept, 06:20
RAISE5MIN$710$05 Sept, 06:20
LOWER6SEC$650$05 Sept, 13:10
LOWER5MIN$590$05 Sept, 16:15
Total$11,404

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

ServiceCostSpikesPeakWhen
RAISEREG$3,3700$85 Sept, 08:45
LOWERREG$3,1410$35 Sept, 17:15
LOWER60SEC$1780$15 Sept, 13:15
RAISE6SEC$1470$05 Sept, 17:15
RAISE60SEC$1060$05 Sept, 06:20
LOWER6SEC$860$05 Sept, 13:10
LOWER5MIN$540$05 Sept, 16:15
RAISE5MIN$370$05 Sept, 06:20
Total$7,119

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

ServiceCostSpikesPeakWhen
RAISEREG$10,2820$55 Sept, 14:20
LOWERREG$7,1040$165 Sept, 14:45
RAISE6SEC$8230$05 Sept, 04:05
RAISE60SEC$8220$05 Sept, 04:05
LOWER60SEC$140$15 Sept, 13:15
LOWER6SEC$70$05 Sept, 13:10
RAISE5MIN$60$05 Sept, 11:25
LOWER5MIN$00$05 Sept, 16:15
Total$19,058

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

Battery dispatch

Peak moment

Fleet discharged 1,146 MW at 18:00 as NSW spot hit $66/MWh.

Peak moment

Fleet discharged 1,428 MW at 19:00 as QLD spot hit $67/MWh.

Peak moment

Fleet discharged 178 MW at 07:30 as VIC spot hit -$5/MWh.

Peak moment

Fleet discharged 42 MW at 19:30 as SA spot hit $31/MWh.

Peak moment

Fleet discharged 2,541 MW at 19:00 as TAS spot hit $27/MWh.

Discharged
6,134MWh
peak 1,146 MW · 18:00
Charged
7,690MWh
peak 1,690 MW
Net
-1,556MWh
discharge − charge
Round-trip
80%
discharge / charge ratio
Discharged
5,394MWh
peak 1,428 MW · 19:00
Charged
6,155MWh
peak 1,221 MW
Net
-762MWh
discharge − charge
Round-trip
88%
discharge / charge ratio
Discharged
630MWh
peak 178 MW · 07:30
Charged
3,213MWh
peak 918 MW
Net
-2,584MWh
discharge − charge
Round-trip
20%
discharge / charge ratio
Discharged
175MWh
peak 42 MW · 19:30
Charged
1,907MWh
peak 498 MW
Net
-1,732MWh
discharge − charge
Round-trip
9%
discharge / charge ratio
NEM-wide
Discharged
12,332MWh
peak 2,541 MW · 19:00
Charged
18,965MWh
peak 3,517 MW
Net
-6,633MWh
discharge − charge
Round-trip
65%
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$10023:3006:3713:4520:5204:00

Regional dispatch ranking

RegionDischargedNet
#1NSW
6,134MWh
-1,556
#2QLD
5,394MWh
-762
#3VIC
630MWh
-2,584
#4SA
175MWh
-1,732

Generation Mix

TOP FUEL 46.3%
  • Coal46.3% · 85.0 GWh
  • Gas0.6% · 1.0 GWh
  • Hydro3.3% · 6.1 GWh
  • Wind22.3% · 41.0 GWh
  • Solar (utility)7.3% · 13.5 GWh
  • Solar (rooftop)16.9% · 31.0 GWh
  • Battery3.3% · 6.1 GWh
TOP FUEL 56.3%
  • Coal56.3% · 101.7 GWh
  • Gas1.5% · 2.7 GWh
  • Hydro1.8% · 3.2 GWh
  • Wind5.8% · 10.5 GWh
  • Solar (utility)12.3% · 22.2 GWh
  • Solar (rooftop)19.0% · 34.3 GWh
  • Battery3.0% · 5.4 GWh
  • Other0.3% · 0.5 GWh
TOP FUEL 48.9%
  • Coal39.2% · 66.1 GWh
  • Hydro0.5% · 0.8 GWh
  • Wind48.9% · 82.5 GWh
  • Solar (utility)2.7% · 4.5 GWh
  • Solar (rooftop)8.4% · 14.3 GWh
  • Battery0.4% · 0.6 GWh
TOP FUEL 75.0%
  • Gas4.1% · 1.9 GWh
  • Wind75.0% · 34.1 GWh
  • Solar (utility)1.3% · 0.6 GWh
  • Solar (rooftop)19.2% · 8.7 GWh
  • Battery0.4% · 0.2 GWh
TOP FUEL 48.7%
  • Gas14.8% · 3.1 GWh
  • Hydro48.7% · 10.1 GWh
  • Wind34.6% · 7.1 GWh
  • Solar (rooftop)1.9% · 0.4 GWh
coalgashydrobattery dischargewindsolar utilitysolar rooftopBattery (charge)
23:3005:3711:4517:5200:009.3 GW 0
coalgashydrobattery dischargewindsolar utilitysolar rooftopotherBattery (charge)
23:3005:3711:4517:5200:009.5 GW 0
coalhydrobattery dischargewindsolar utilitysolar rooftopBattery (charge)
23:3005:3711:4517:5200:007.7 GW 0
gasbattery dischargewindsolar utilitysolar rooftopBattery (charge)
23:3005:3711:4517:5200:002.5 GW 0
gashydrowindsolar rooftop
23:3005:3711:4517:5200:001.2 GW 0

Renewables

NSW · Daily renewable share
46.2%
VIC · Daily renewable share
71.1%
QLD · Daily renewable share
45.0%
SA · Daily renewable share
111.1%
TAS · Daily renewable share
60.0%
Peak instantaneous
77.4%
at 12:00
Daily NEM-wide share
54.4%
By region (daily share)
  • NSW
    46.2%
  • VIC
    71.1%
  • QLD
    45.0%
  • SA
    111.1%
  • TAS
    60.0%

Interconnectors

Region (proxy) Net flow Direction changes Hours at limit
N-Q-MNSP1 +12.2 GWh 40
NSW1-QLD1 −47.5 GWh 0
VIC1-NSW1 +50.6 GWh 0
V-SA +7.9 GWh 9
T-V-MNSP1 −16.5 GWh 0

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
247.1k tCO₂
▼ 22.9% vs same day last week
Intensity by region
NSW 74.1k tCO₂ 0.395 tCO₂/MWh
QLD 90.1k tCO₂ 0.491 tCO₂/MWh
SA 892 tCO₂ 0.020 tCO₂/MWh
VIC 80.1k tCO₂ 0.483 tCO₂/MWh
TAS 1.8k tCO₂ 0.090 tCO₂/MWh