Alexander Austin

[Alexander Austin @InfradebtAustin]

@DavidOsmond8 Key point is this is average not marginal emissions intensity

[Alexander Austin @InfradebtAustin]

@DavidOsmond8 I think under the safeguard mechanism, ACCUs and LGCs are effectively fungible at the average grid emissions intensity. That is a liable entity could surrender ACCUs equal to embedded emissions intensity electricity or could buy LGCs to make electricity de facto emissions free

[Alexander Austin @InfradebtAustin]

@DavidOsmond8 For example, what if renewables displace hydro, there is no emissions saving.

[Alexander Austin @InfradebtAustin]

@DavidOsmond8 I think this is a really interesting issue. However, the key issue is the MWh to tCO2 conversion. My view is that this should reflect the emissions displaced by the renewable generation. I am not sure carbon intensity of the non-renewable part of the grid is the right number

[Alexander Austin @InfradebtAustin]

@michaelxpettis . What's your view on pos Mar-a-lago accord where western European countries would swap US treasuries for a non-interest bearing 100 year note in exchange for security guarantees. Putting aside whether they would agree - would this lower the dollar and rates?

[Alexander Austin @InfradebtAustin]

@renew_economy @TristanEdis This is spot on. We have a limited window to 2030 and need to make sure that we don’t waste 2-3 years awarding offtakes to projects that are never built

[Alexander Austin @InfradebtAustin]

@4paulmcardle @allanoneilaus @WattClarity Great chart and analysis. One question from me is how batteries responded to the outage. What did VBB do?

[Alexander Austin @InfradebtAustin]

@RhinoTroy @plebcapital I thought the role of the IMF was to say what Treasury wanted to say but wasn't allowed

[Alexander Austin @InfradebtAustin]

@IFM_Economist @psimpsonmorgan How many people per house? If it’s 3 what’s the problem

[Alexander Austin @InfradebtAustin]

@chigrl I wonder what happened to interest rates between 2020 and 2023. Not saying costs aren’t up but a potentially misleading way of expressing it

[Renew Economy @renew_economy]

RenewEconomy's Energy Insiders podcast announced as co-winner of the @cleannrgcouncil's 2023 Media Award for its "meaningful impact" on Australia's energy conversation https://t.co/Wh96adM8SZ

[Alexander Austin @InfradebtAustin]

@dylanjmcconnell LTSA is a free deeply out of the money put option. If you are already building your project it probably isn’t value negative. However, it doesn’t materially de-risk a project and hence doesn’t help a project reach financial close.

[Alexander Austin @InfradebtAustin]

@DavidOsmond8 @simonahac @CrocodileChuck Interested in where you source your battery emissions intensities? What is the embedded emissions of constructing 1MWh of lithium ion battery storage?

[Alexander Austin @InfradebtAustin]

I understand you need rules. But is is how you show flexibility is actually how you provide customer service

[Alexander Austin @InfradebtAustin]

Another #Qantas #fail today. Overnight flight from Seoul. Runs late and miss connecting domestic flight. 6+ hour delay. Ask for dispensation for the one guest limit for the Qantas club for my 80 year old parents. They couldnt care less.

[Alexander Austin @InfradebtAustin]

Please to announce the first close of Infradebt's Energy Transition Fund. This fund is focused on financing grid scale batteries - which are critical to the energy transition. See https://t.co/kRjeGKtErv

[Alexander Austin @InfradebtAustin]

@LukeGromen & @ttmygh loved the analogy of oil as savings for oil exporting nations in your latest episode of shifts happen (great podcast). Question for u - how does this change if on a 20-30-50 year view oil is squeezed out of the energy mix? ie what if oil has a use by date?

[Alexander Austin @InfradebtAustin]

@michaelxpettis @SCMPNews Michael. Interested in your comparison between China in 2022 and Japan in 1990. Both have big property and investment bubbles. Both have relied on investment and exports to drive growth. Do you think China faces the same lost decades as Japan? What are the key differences?

[Alexander Austin @InfradebtAustin]

@AvidCommentator @theyareaverage @DFA_Analyst Is a possible explanation a change in ATO compliance activity. ie increased payments to ATO (catching up payments that were missed during covid and not actively chased) is effectively sucking cash out of the construction supply chain

[Alexander Austin @InfradebtAustin]

@TristanEdis I think the share of the EV storage that can be used will be small (eg 10-20% of total stock). But this can still be very valuable to the system by reducing PH and other long duration storage requirements.

[Alexander Austin @InfradebtAustin]

@TristanEdis EV to Grid is important - and competes with PH rather than daily cycling. Two points. 1) for daily cycling, being able to charge at noon is important, how many cars will be at home at noon? 2) how often do you take petrol out of your car and sell it back to the petrol station?