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John noonan's avatar

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.

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