wellygary:
MikeAqua:
The fundamental problem ins NZ seems to be that the population is increasingly concentrated in the upper half of the North island, while a lot of clean generation is in the South Island.
More clean generation is required in the North Island.
I have no idea where.
Basically Geothermal (central NI+ northland ) and Wind (on the Coastlines)- there was talk of a multi MW scale PV plant at the refinery, but I think that idea might have died with COVID
What has killed any uncommitted generation plant is not COVID, it's Tiwai Point -> Manapouri
Since it appears that a very large chunk of hydro generation that had been devoted to Tiwai Point is about to become available for 'general grid use', nobody can predict what electricity prices are going to look like over the next five to ten years, so nobody can work out whether their proposed generation plant might make a profit or be a financial millstone.
Since there is a significant chance that a proposed generation investment might turn into a money hole instead of a money tree, nobody is going to go ahead with any construction that isn't already irrevocably committed.
Decision makers will be able to make the call on building new generation plant only once they know: that Tiwai Point is actually closing for certain; and whether and when TransPower is going to do grid upgrades to being Manapouri power north; and what government policy is going to be towards carbon pricing (and hence thermal generation and coal-fired boilers).
Most of these decisions depend on the election outcome to some degree or another.
I wouldn't expect any decisions on new generation plant until early 2021