"I think AGL is worried that a new owner might might upgrade Liddell with new HELE generators and double the efficiency, half the emissions and double the output to 4GW."
If that was such a sensible thing to do from a financial standpoint, who better to do it than AGL itself? For sure, it would generate far greater returns for someone who already owned the existing infrastructure than someone who would have to pay top dollar for it.
"If AGL don't sell Liddell, or ask too much for it, they will be stuck with it (and the decommissioning cost) and Alinta might opt to replace Liddell's on-demand power anyway by setting up a HELE plant next to the Liddell site."
Again, if this was such a smart thing to do, why would AGL itself not do it?
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