Utility wind across the NEM Β· spot-market lens (no LGCs / PPAs) Β· data to 2026-07 Β· built 2026-07-14 15:53
Value factor = the farm's generation-weighted price (VWAP) Γ· the time-weighted average regional spot price (TWAP) Γ 100. It answers: is this farm's energy worth more or less than the average MWh in its region? Solar cannibalisation appears as value factors sliding below 100%; wind coinciding with evening peaks can exceed 100%.
Capacity factor = MWh generated Γ· (nameplate MW Γ hours observed). Nameplates marked ~ are DERIVED from the 99.7th percentile of observed SCADA output because the unit isn't in the hand-checked registry β treat those CFs as indicative.
Neg-price generation = the share of the farm's MWh produced while its regional RRP was below $0 β the per-asset view of negative-price exposure. Spot revenue is energy-market only: Ξ£(MW Γ RRP Γ 5 min). No FCAS, LGCs, PPAs or hedges.
Bases and conventions: TWAP is the full-month time-weighted average (the standard value-factor denominator) even when a farm has partial-month coverage β a farm commissioned mid-month is compared against the whole month's market, not just the days it ran. Revenue and VWAP cover only intervals with both SCADA and price present. Source: AEMO NEMweb DISPATCH_UNIT_SCADA (initial MW, not settlement metering) and DISPATCHPRICE. Registry names/capacities are approximate public data.
Monthly Ξ£revenue Γ· Ξ£(MWh Γ TWAP) per region β the fleet-level cannibalisation curve.
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Pick up to 6 β each becomes one line (average day shape, 30-min buckets).
Latest-month metrics. Nameplates prefixed ~ are derived from observed output. Click a column to sort.