NEM
NEM Daily analysis

Saturday 19 September 2026

Trading day 2026-09-19

Market Snapshot

South Australian prices collapse to near zero amid high renewable penetration

Regional pricing showed a significant north-south divide, with New South Wales and Queensland averaging near $48/MWh while southern regions remained below $23/MWh. Negative pricing was prevalent across the market, occurring in 324 intervals in South Australia and 306 in Victoria. Tasmania saw the highest single price peak of $270.10/MWh despite its $22.40/MWh average.

Aggregate demand peaked in the evening, led by New South Wales at 8,104 MW at 18:35 and Queensland at 6,997 MW at 18:05. Total energy consumption for the day reached 825.8 GWh across all regions. South Australia recorded its peak demand of 1,422 MW very late in the day at 00:55.

Renewables contributed 55.6% of the total generation mix, driven by a combined solar share of 30.1% and wind at 21.0%. Coal provided 40.3% of the mix, while gas generation remained minimal at 0.9%. Batteries contributed 3.2% of dispatch, discharging 18,871 MWh throughout the trading day.

FCAS costs were concentrated in Tasmania, which recorded the highest regional prices for both Raise and Lower Regulation services. Lower Regulation was the most expensive service globally, totaling $87,249. Total daily emissions were 228,286 tCO2, marking a sharp decline from the previous week.

Today · Forecasts indicate a peak price of $319.04/MWh in Queensland at 19:30, with other regions expecting peaks between $61.84/MWh and $145.00/MWh.

Why it matters · The daily average of $27.10/MWh sits significantly below the 7-day average of $41.59/MWh, breaking a two-day trend of rising prices. This price suppression coincided with a high 55.6% renewable share and extremely low gas utilisation of 0.9%, resulting in a 16.4% weekly drop in emissions.

NSW $48VIC $13QLD $48SA $2TAS $22
Numbers-only recap · gemini-3-flash-preview

Prices

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

NSW VIC QLD SA TAS
-$10 $23 $55 $88 $120 -$50 -$10 $30 $70 $110 -$20 $15 $50 $85 $120 -$100 -$50 $0 $50 $100 -$20 $13 $45 $78 $110 04:00 10:00 16:00 22:00 04:00
Region Avg VWAP Min Max Neg Cap
NSW $48 $57 -$11 $127 218 0
QLD $48 $58 -$11 $131 218 0
SA $2 $24 -$188 $101 324 0
VIC $13 $20 -$57 $112 306 0
TAS $22 $25 -$36 $270 272 0

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

Demand

NSW
Peak
8,104MW
18:35
Trough
3,456MW
11:50
Energy
294.4GWh
QLD
Peak
6,997MW
18:05
Trough
2,727MW
11:00
Energy
244.1GWh
SA
Peak
1,422MW
00:55
Trough
-62MW
13:30
Energy
44.7GWh
VIC
Peak
5,272MW
19:00
Trough
2,516MW
13:00
Energy
198.6GWh
TAS
Peak
1,095MW
18:45
Trough
765MW
12:15
Energy
44.0GWh

FCAS

ServiceCostSpikesPeakWhen
RAISEREG$4,5410$819 Sept, 17:05
LOWERREG$9500$1019 Sept, 16:15
RAISE60SEC$1160$020 Sept, 00:10
RAISE6SEC$1140$019 Sept, 23:10
LOWER60SEC$720$019 Sept, 13:50
LOWER5MIN$610$019 Sept, 16:05
RAISE5MIN$490$019 Sept, 22:40
LOWER6SEC$290$019 Sept, 13:50
Total$5,931

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

ServiceCostSpikesPeakWhen
RAISEREG$10,9050$819 Sept, 17:05
LOWERREG$3,6540$1019 Sept, 16:15
LOWER60SEC$3610$019 Sept, 13:50
RAISE6SEC$3260$019 Sept, 23:10
RAISE60SEC$2840$020 Sept, 00:10
LOWER5MIN$2250$019 Sept, 16:05
RAISE5MIN$920$019 Sept, 22:40
LOWER6SEC$740$019 Sept, 13:50
Total$15,921

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

ServiceCostSpikesPeakWhen
RAISEREG$11,3710$819 Sept, 17:05
LOWERREG$1,7100$1019 Sept, 16:15
RAISE60SEC$2980$020 Sept, 00:10
RAISE6SEC$2680$019 Sept, 23:10
LOWER60SEC$1610$019 Sept, 13:50
RAISE5MIN$1370$019 Sept, 22:40
LOWER5MIN$590$019 Sept, 16:05
LOWER6SEC$460$019 Sept, 13:50
Total$14,048

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

ServiceCostSpikesPeakWhen
LOWERREG$2,2120$1019 Sept, 16:15
RAISEREG$8240$819 Sept, 17:05
RAISE6SEC$2140$019 Sept, 23:10
LOWER60SEC$1800$019 Sept, 13:50
RAISE60SEC$1550$020 Sept, 00:10
LOWER5MIN$1020$019 Sept, 16:05
LOWER6SEC$680$019 Sept, 13:50
RAISE5MIN$490$019 Sept, 22:40
Total$3,804

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

ServiceCostSpikesPeakWhen
LOWERREG$78,7240$21320 Sept, 00:35
RAISEREG$14,6030$29819 Sept, 08:35
RAISE6SEC$3,2680$9819 Sept, 17:40
RAISE60SEC$9820$319 Sept, 17:40
LOWER6SEC$8020$2820 Sept, 00:25
LOWER60SEC$610$119 Sept, 17:35
RAISE5MIN$350$019 Sept, 17:40
LOWER5MIN$30$019 Sept, 16:05
Total$98,477

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

Battery dispatch

Peak moment

Fleet discharged 1,630 MW at 18:30 as NSW spot hit $72/MWh.

Peak moment

Fleet discharged 1,295 MW at 18:00 as QLD spot hit $74/MWh.

Peak moment

Fleet discharged 1,296 MW at 19:00 as VIC spot hit $75/MWh.

Peak moment

Fleet discharged 639 MW at 19:00 as SA spot hit $75/MWh.

Peak moment

Fleet discharged 4,602 MW at 19:00 as TAS spot hit $75/MWh.

Discharged
7,804MWh
peak 1,630 MW · 18:30
Charged
8,662MWh
peak 2,042 MW
Net
-858MWh
discharge − charge
Round-trip
90%
discharge / charge ratio
Discharged
5,474MWh
peak 1,295 MW · 18:00
Charged
6,232MWh
peak 1,450 MW
Net
-758MWh
discharge − charge
Round-trip
88%
discharge / charge ratio
Discharged
3,660MWh
peak 1,296 MW · 19:00
Charged
4,055MWh
peak 1,044 MW
Net
-394MWh
discharge − charge
Round-trip
90%
discharge / charge ratio
Discharged
1,933MWh
peak 639 MW · 19:00
Charged
2,240MWh
peak 646 MW
Net
-307MWh
discharge − charge
Round-trip
86%
discharge / charge ratio
NEM-wide
Discharged
18,871MWh
peak 4,602 MW · 19:00
Charged
21,188MWh
peak 4,415 MW
Net
-2,317MWh
discharge − charge
Round-trip
89%
discharge / charge ratio

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

Net MWdischarge ↑ · charge ↓NSWQLDVICSATAS$/MWh
-5.0 GW0 MW5.0 GW-$100-$50$0$50$100$15023:3006:3713:4520:5204:00

Regional dispatch ranking

RegionDischargedNet
#1NSW
7,804MWh
-858
#2QLD
5,474MWh
-758
#3VIC
3,660MWh
-394
#4SA
1,933MWh
-307

Generation Mix

TOP FUEL 41.4%
  • Coal41.4% · 87.8 GWh
  • Gas0.5% · 1.0 GWh
  • Hydro5.5% · 11.6 GWh
  • Wind14.1% · 29.9 GWh
  • Solar (utility)15.0% · 31.7 GWh
  • Solar (rooftop)19.8% · 42.0 GWh
  • Battery3.7% · 7.8 GWh
TOP FUEL 55.6%
  • Coal55.6% · 99.2 GWh
  • Gas1.5% · 2.7 GWh
  • Hydro1.8% · 3.3 GWh
  • Wind6.2% · 11.0 GWh
  • Solar (utility)9.4% · 16.7 GWh
  • Solar (rooftop)22.1% · 39.4 GWh
  • Battery3.1% · 5.5 GWh
  • Other0.4% · 0.7 GWh
TOP FUEL 37.3%
  • Coal36.9% · 52.8 GWh
  • Hydro0.3% · 0.5 GWh
  • Wind37.3% · 53.3 GWh
  • Solar (utility)7.1% · 10.2 GWh
  • Solar (rooftop)15.8% · 22.7 GWh
  • Battery2.6% · 3.7 GWh
TOP FUEL 55.7%
  • Gas4.3% · 1.8 GWh
  • Wind55.7% · 22.9 GWh
  • Solar (utility)1.4% · 0.6 GWh
  • Solar (rooftop)33.8% · 13.9 GWh
  • Battery4.7% · 1.9 GWh
TOP FUEL 54.8%
  • Gas0.2% · 0.0 GWh
  • Hydro54.8% · 11.6 GWh
  • Wind36.4% · 7.7 GWh
  • Solar (rooftop)8.7% · 1.8 GWh
coalgashydrobattery dischargewindsolar utilitysolar rooftopBattery (charge)
23:3005:3711:4517:5200:0011.3 GW 0
coalgashydrobattery dischargewindsolar utilitysolar rooftopotherBattery (charge)
23:3005:3711:4517:5200:009.4 GW 0
coalhydrobattery dischargewindsolar utilitysolar rooftopBattery (charge)
23:3005:3711:4517:5200:006.8 GW 0
gasbattery dischargewindsolar utilitysolar rooftopBattery (charge)
23:3005:3711:4517:5200:002.4 GW 0
gashydrowindsolar rooftop
23:3005:3711:4517:5200:001.2 GW 0

Renewables

NSW · Daily renewable share
54.8%
VIC · Daily renewable share
66.8%
QLD · Daily renewable share
44.4%
SA · Daily renewable share
99.6%
TAS · Daily renewable share
80.0%
Peak instantaneous
82.6%
at 12:35
Daily NEM-wide share
55.6%
By region (daily share)
  • NSW
    54.8%
  • VIC
    66.8%
  • QLD
    44.4%
  • SA
    99.6%
  • TAS
    80.0%

Interconnectors

Region (proxy) Net flow Direction changes Hours at limit
N-Q-MNSP1 +5.3 GWh 49
NSW1-QLD1 −12.4 GWh 26
VIC1-NSW1 +12.7 GWh 22
V-SA +7.7 GWh 14
T-V-MNSP1 −10.3 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
228.3k tCO₂
▼ 16.4% vs same day last week
Intensity by region
NSW 76.8k tCO₂ 0.354 tCO₂/MWh
QLD 88.1k tCO₂ 0.485 tCO₂/MWh
SA 833 tCO₂ 0.020 tCO₂/MWh
VIC 62.5k tCO₂ 0.435 tCO₂/MWh
TAS 27 tCO₂ 0.001 tCO₂/MWh