Company
Body that operates and plans Australia's National Electricity Market and Western Australia's grid, and publishes the demand forecasts used for planning.
Home batteries now make up two-thirds of Australian smart home revenue in a market that reached A$7.7 billion in 2025, Telsyte reports. It credits the federal rebate and a cost-of-living squeeze, and expects the battery share to peak this year and ease to just over half by 2029.
Reality
The federal consultation paper would have developers bring their own new renewable generation and hold a market registration they can be called on, and it lands as AEMO pulls its 34TWh data center forecast forward to 2036.
Reality
There are 162 sites operating and 90 more planned, and the BBC found households living 350m and 100m from the fence line. What the next approval round has to buy is not land or power but quiet.
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Contracted capacity tripled to 740.1 MW while only 175 is billing, and the A$3.4 billion of capex spent closing that gap landed in the same year New South Wales and Canberra began rewriting the rules for connecting data centres.
Reality
The forecast sits in the Electricity Statement of Opportunities, the document utilities and governments plan against. It arrives with a third of last year's project list already cancelled.
Reality