IPFA Australia
Uncertainties and Opportunities in the NEM’s Investment Landscape
The NEM is entering a pivotal phase where the question of over or under supply will determine the next decade of commercial outcomes. Market views are sharply divided, and a small set of uncertainties could push the system in very different directions. This panel discussion will debate how coal closure timing, CIS and LTESA delivery, renewable and storage build out, transmission constraints, data centre demand, and weather variability are shaping these diverging outlooks and where the real risks and opportunities lie.
There will also be a presentation on fresh modelling and survey insights that quantify the potential impacts, from shifts in state level prices to changes in battery project IRRs and broader asset economics.
This session is designed to give developers, investors and decision makers a clear commercial read on the forces that matter most and how to position for both upside and downside futures across the NEM.
Speakers
Haaris Jamil - Head of Energy Intensives & Technology Infrastructure, Origin Energy
Lily McManus - Head of Corporate Development, Aula Energy
Jean-Marie Verrier - Head of Power, Renewables & Transition Australia, SMBC Group
Annabel Wilton - Senior Manager of Strategy, Australian Renewable Energy Agency (ARENA)
Moderated by:
George Prassas - Head of Australia, Aurora Energy Research
Event details
Event Registration: 6.00pm
Welcome Address: 6.30pm
Keynote Address: 6.35pm
Panel Discussion and Q&A: 6.45pm - 7.30pm
Networking Drinks and Canapes: 7.30pm
Format: In-person only briefing - Panel Discussion followed by a Networking Reception.
Address: Basement, 323 Castlereagh Street, Haymarket, Sydney 2000