IFN as a model to Northam earnings, page-9

I am wondering if the dynamics of the Western Australian grid lends itself to spot market selling more so than would the Eastern Australian grid? As it stands, the reliability of power supply in the West appears to be poor. This leads me to believe that a merchant agreement may throw up a lot more opportunities than we think (and there are fewer competitors).

I would think CCE would need to add a biggish battery to Northam (and to other planned renewable energy arrays) to maximise their profits.

Because of the nature of the Western Australia grid, it appears CCE would be better off with a network of smaller batteries in key locations than a monster like the Tesla battery in South Australia.

It will be interesting to see what legislation will be put into place to allow utilities to charge for power from stand alone systems (of which there will be many in WA)?