Comments on: Increasing Energy Prices Good for Some Aussie Shares http://www.dailyreckoning.com.au/energy-prices/2008/03/27/ An independent perspective on the Australian and global investment markets Sat, 21 Nov 2009 10:39:45 -0600 http://wordpress.org/?v=2.8 hourly 1 By: Increasing Energy Prices Good for Some Aussie Shares « the F rant http://www.dailyreckoning.com.au/energy-prices/2008/03/27/comment-page-1/#comment-73278 Increasing Energy Prices Good for Some Aussie Shares « the F rant Thu, 09 Apr 2009 01:06:29 +0000 http://www.dailyreckoning.com.au/energy-prices/2008/03/27/#comment-73278 [...] always, a very interesting piece of analysis from the guys at The Daily [...] [...] always, a very interesting piece of analysis from the guys at The Daily [...]

]]> By: Larry Kramer http://www.dailyreckoning.com.au/energy-prices/2008/03/27/comment-page-1/#comment-13982 Larry Kramer Fri, 28 Mar 2008 00:39:49 +0000 http://www.dailyreckoning.com.au/energy-prices/2008/03/27/#comment-13982 Good article. As electricity prices go up (due to carbon pricing) the electricity prices will rise and Australia will increase the sales price for export commodities. Olympic Dam will use gas fired power plant. Where it gets the gas (40 PJpa for 700 MW) is the question. PNG was the first option. Delivered coal would not compete with delivered gas even without carbon pricing. One could deliver electricity via a DC line but Olympic Dam and most isolated mines require 100% redundancy of generation. Good article. As electricity prices go up (due to carbon pricing) the electricity prices will rise and Australia will increase the sales price for export commodities.
Olympic Dam will use gas fired power plant. Where it gets the gas (40 PJpa for 700 MW) is the question. PNG was the first option. Delivered coal would not compete with delivered gas even without carbon pricing.

One could deliver electricity via a DC line but Olympic Dam and most isolated mines require 100% redundancy of generation.

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