Follow the Bottleneck

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The Knife Fight for Deer Park and Truganina Terminal Station
Sydney has no more capacity, so the fight for electrons has shifted southwards, to the West Melbourne Growth Corridor to gain market share of any…
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The generation is already west of Melbourne, so are the available connection points nobody is fighting over
Truganina: $410M, 2033, no route. Moorabool, Cressy, Golden Plains: built, energised, and nobody is bidding for them.
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NSW can charge data centres to connect. It does not need Parliament to do it
The National Electricity Market is being slowly unpicked and power is shifting to the states with NSW being the latest jurisdiction to tighten the rules…
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The offset mandate needs a pipeline. Australia only closed 14 projects last year
The mandate requires offset generation in the state that hosts the data centre. The largest host jurisdiction - New South Wales - only financially…
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July 2026

Can a flexible connection speed up electrons to a data centre by 3 to 5 years?
Sydney's grid is 'at capacity'. The fastest pathway to electrons is not waiting for transmission - it is a flexible connection agreement.
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'Bring your own generation' - 3 sites where it's already built
The Prime Minster of Australia has just mandated data centres to be net-generators, not net users.
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AI goes to school in the bush
Where a data centre can find the best location for behind-the-meter gas generation in Australia
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What can Australia adopt from the United States data centre build out?
Policy directions adopted in the United States data centre build out, what could be applied to the NEM, and what it means for investors.
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June 2026

Deep dive: Firmus Technologies and its Project Southgate path to power
Firmus Technologies is heading for an ASX listing on a clean story: bring AI training to Tasmania's renewable power. The story holds — until you follow…
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The golden ticket - opportunities and emerging risks with a data centre connection agreement
Opportunities and emerging risks with a data centre connection agreement
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What type of data centre actually needs to get built in Australia?
A credit lender looking at the data centre investable market in Australia is asking the question – is the artificial intelligence (AI) boom real and…
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Head north to the Hunter. The case for non-metropolitan Sydney data centres
Where should you be building a data centre to be energised in 2028+?
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