The Shape After Response
A clearer way to read variability in a changing grid
What matters is not only what arrives, but what the system is able to do with it.
The earlier discussion around free midday electricity began with a practical puzzle. Why do these offers so often appear in hours when the market already seems long on supply, prices are weak or negative, and curtailment is rising? That question led into a closer reading of abundance, timing, and regional difference in the NEM.
A thoughtful reader comment then helped bring the issue into clearer focus. Perhaps the more useful thing to study is not the raw renewable profile on its own, but the system after response: after batteries, pumped hydro, transmission, flexible demand, and other constraints have already begun reshaping what the weather first provides.
That shift in perspective changes the question. Instead of asking only whether a renewables-heavy grid is variable, it becomes possible to ask how that variability is being absorbed, softened, shifted, or spilled. It also raises a more practical question: what kind of system are we really looking at once response has already done some of its work?
The system is not the raw profile
The first appearance of a thing is rarely its final meaning.
Much of the public discussion on our energy transition still treats a renewables-heavy grid as though the variability of wind and solar passes directly through to the rest of the system. That is understandable, though incomplete. Raw renewable output matters, but it is not the whole story.
A more careful reading begins with three distinctions:
The raw profile is only the starting point: Wind and solar may set the initial shape, but they do not determine the final outcome on their own.
Response changes the expression of variability: Batteries, pumped hydro, hydro, gas, interconnection, and shifting demand all alter how that variability appears in price, dispatch, and curtailment.
System behaviour comes after interaction: What matters in practice is not simply what renewables do, but what the rest of the system does with them.
This helps explain why the familiar image of a future renewable grid as simply erratic can miss something important. Variability is real, but so is the buffering layer that increasingly sits around it.
That makes it easier to move from isolated episodes to the broader question of system shape.
Shape matters more than isolated moments
A pattern becomes clearer when we stop mistaking each movement for a separate cause.
Thinking in terms of shape changes the frame. Instead of treating each price spike, curtailment interval, or charging episode as a separate event, it becomes possible to see them as parts of a broader system form that is continually being reshaped.
That makes several things easier to notice:
Some assets work as damping forces: Batteries and pumped hydro do not remove variability, but they can soften peaks, fill troughs, and move part of the surplus into more useful periods.
Not all excursions mean the same thing: A sharp movement in one region may reflect abundant renewable supply, while a similar movement elsewhere may reflect network limits or locational congestion.
Price is only one signal: It tells us something real, though not everything. Curtailment can still occur at positive prices, which suggests that price weakness is not always the whole explanation.
Seen this way, the earlier NEM case looks slightly different. The issue was not simply that some midday electricity had become cheap. It was that some hours remained difficult for the system to use well, even as flexible response was beginning to grow.
That is where the idea of damping becomes more useful, especially once time is brought into view.
Response works across layers of time
A system reveals itself not in stillness, but in how it absorbs movement.
One useful implication of this way of thinking is that response is not confined to a single moment or technology. The same broad logic appears across several timescales, even if different assets dominate at each one.
That layered behaviour is worth holding onto:
Fast response matters at the short end: Batteries already show their value in rapid stabilising action and frequency support.
Shifting matters across the day: Charging and discharging move energy from weaker-value hours to stronger-value hours, changing both price shape and curtailment outcomes.
Longer duration changes the wider profile: Pumped hydro and other longer-duration forms of storage extend that reshaping over broader windows, even if they operate differently from batteries.
The point is not that these assets are interchangeable. They are not. It is that the grid increasingly behaves through these layers of response rather than through raw renewable variation alone.
Once that is clear, the next question becomes more practical. It is no longer enough to say that storage helps. The more useful question is how much difference a given amount of storage or constraint relief actually makes.
The next question is how much
A useful model does not only describe a pattern. It helps us ask better questions of it.
This may be the most useful step in the argument. If the grid is shaped by interacting response functions, then the next question is not simply whether batteries, pumped hydro, or transmission matter. It is how much shape-changing effect each one has.
That opens a more serious line of inquiry:
How much storage changes the outcome: For a given generation mix, how much battery capacity is enough to materially change price shape, reduce curtailment, or soften ramping stress?
How much location changes the answer: Storage in the wrong place may help less than a smaller amount in a constrained or spill-prone region.
How much network relief substitutes for storage, or does not: Removing a transmission bottleneck may sometimes do the work of added storage, though in other cases it addresses a different problem.
This moves the discussion away from broad claims and towards something more observational. It suggests a practical analytical task: not a universal formula all at once, but a set of measures that help reveal how the system behaves after response.
That shift also allows the argument to travel beyond energy without losing its clarity.
Beyond energy, the same mistake appears
Many systems are judged too early, before response has had time to show its hand.
What appears in the grid is not unique to the grid. The same habit appears elsewhere: the initial disturbance is treated as though it were the final outcome, and the buffering layer in between is overlooked.
The pattern can be recognised more widely:
Traffic is not only traffic demand: It is demand after timing, routing, pricing, and bottlenecks have done their work.
Hospitals are not only admissions: They are admissions after staffing, discharge, triage, and capacity limits have reshaped the pressure.
Organisations are not only workload: They are workload after buffers, incentives, delays, and informal adaptation have changed how strain appears.
This does not make all systems the same. It simply suggests that many modern problems are less about the raw input alone than about what the surrounding system is able to absorb, shift, soften, or spill.
That broader lesson brings the discussion back to the NEM in a more useful way.
Conclusion
The earlier case around free midday electricity was never only about cheap power. It was about a system producing hours that were abundant, low in value, and not always easy to use well. A reader comment helped sharpen that picture by suggesting a more useful object of attention: not the raw renewable profile on its own, but the system after response.
That shift matters because it changes both the tone and the task. It becomes less helpful to ask whether renewables are variable, as though that settles the matter, and more useful to ask how the whole system reshapes that variability through storage, transmission, flexible demand, curtailment, and constraint. That does not remove uncertainty. It does, however, put judgement in a better place.
If this matters more broadly, it is because many systems are now learning to deal not only with shortage, but with abundance that arrives unevenly and has to be coordinated. In that setting, the more useful question is often not what the initial disturbance looks like, but what remains after the system has done its work.
The question is not only what arrives. It is what the system becomes after response.



Great post again, thank you, Geoff.
The transition of the NEM and the world’s Global Electricity Grids is analogous to the transition of Australia and the world’s Telecommunications grids, with a lag of about a century.
Those of us old enough to remember the Telecommunications grid that just provided voice services courtesy of rotary dial phones understand the dramatic shift in services and prices offered on the world’s Telecommunications grids (the Internet) in 2026.
In Australia, South Australia led the Telecommunications revolution with the construction of the first node of the Telegraph between London and a major Australian Capital, courtesy of the Overland Telegraph line in 1872. The line was one of the great engineering feats of 19th-century Australia and probably the most significant milestone in the history of Telecommunications in Australia.
https://en.wikipedia.org/wiki/Australian_Overland_Telegraph_Line
Due to major global crises like COVID-19 in 2020, Australia learned through practical experience that its flaky NBN Internet infrastructure could support the entire Australian population working effectively from home, even before Starlink became commercially available in April 2021.
I expect that Australia was fortunate to see the Federal Labor Government elected in 2025 and its Cheaper Home Battery Program (CHBP) rolled out 9 months prior to the latest Trump/Netanyahu-induced global fuel Crisis in March of 2026. The majority of Australians now clearly understand, despite naysayers in the Media, the Coalition and One Nation, that Rooftop Solar PV DC-coupled to a local GFM/SI BESS provides at least a few advantages for Industry, Commerce, Farmers, and Residents:
1. Energy Independence from the grid when the grid goes down through a Grid Contingency Event.
2. Lower cost bills if not permanent earnings.
3. Something most people do not understand yet: A much stronger Distribution and Transmission Grid because each GFM/SI BESS, no matter how large or small, provides a constant Voltage (V) and Frequency (f) reference signal to the grid at each point of connection, either Front-of-the-Meter (FTM) or Behind-the-Meter (BTM), on either the Transmission or Distribution grid.
By the end of 2025, South Australia achieved its 2027 goal of Net 100% Distributed Variable Renewable Energy and Storage (DVRES), making the SA NEM the first Digital Grid in the world.
https://lnkd.in/giKhNf-8
Commencing in 1988 with the commissioning of Australia’s first Interconnector, Heywood, between SA’s Southeast Transmission Substation and Victoria’s Heywood Transmission Substation, South Australia is repeating "Lessons Learned" for the world to see. Similar "Lessons Learned" compared to the 1872 Overland Telegraph Line for Telecommunications. But this time, the "Lessons Learned" relate to a Global Electricity Grid. In 2026, South Australia has 3 Interconnectors.
1988: Heywood: A dual circuit 650MW 275kV overhead HVAC Transmission link between SA’s Southeast (Mt Gambier) to Victoria’s southwest (Heywood).
https://lnkd.in/g3EQi2zA
2002: Murraylink: The world’s longest underground HVDC Transmission link, 220MW ±150 kV between Transmission substations at Berri in SA’s Murraylands, and Red Cliffs in Victoria’s Northwest. Murraylink consists of two 180-km (110-mile) long bipolar HVDC cables. Murraylink provides HVDC-light using a voltage-source converter system with insulated-gate bipolar transistors (IGBTs), to convert electricity between alternating current and direct current.
https://lnkd.in/g2v4icqg
2025: PEC-1: The first leg of PEC between SA’s Robertsown and NSW’s Buronga Transmission Substations, with a branch to Victoria’s Red Cliffs. PEC-1 is a dual circuit 150MW 330kV overhead HVAC Transmission Link from SA-NSW. When complete in 2026/27, PEC will be a 581-km-long, 800MW, dual-circuit, 330kV overhead Transmission line between NSW’s Dinawan and SA’s Bundey/Robertstown Transmission Substations, with an additional 176-km-long dual-circuit 500kV Transmission Line built between Dinawan and Wagga Wagga.
https://lnkd.in/ghbYkewN
With the completion of PEC, South Australia will become the most strategically interconnected NEM Region in Australia, supporting new DVRES Regions in NSW’s West and SA’s Murraylands.
Slowly, the world is waking up to the concept of a Globally Interconnected Electricity Grid.
https://lnkd.in/gXQ6JjyA
Once the Global Electricity Grid is completed, at least two major initiatives will eventuate.
1. Rooftop SolarPV DC-coupled to well-designed GFM/SI BESS on all buildings in all cities and towns around the world will become 1005 of the world’s source of Electricity. South Australia is once again the first jurisdiction in the world in which its Digital Grid regularly produces 100% of SA’s needs from Rooftop Solar PV for parts of a day, following the first time this occurred on 23 September 2023. When the Global Electricity Grid is completed, Daytime regions of the Earth will power Nighttime regions, and Polar Summer/Equatorial Regions of the Earth will power Polar Winter regions.
https://lnkd.in/g8fhArx5
2. The Global Electricity Grid will usher in a new generation of Global Commercial Innovation, based upon unlimited low-to-zero cost electricity, that can only be imagined. Analogous to but more powerful than the Internet in 2026.