{ "meta": { "edition": "2026 NEM ESOO", "esooReleased": "2026-08-25", "buildDate": "2026-08-30", "published": "2026-08-30", "market": "National Electricity Market", "basisNote": "AEMO delivered consumption: electricity drawn from the grid by consumers, net of what they send back. Excludes rooftop solar self-consumption, which underlying consumption includes.", "calibration": 0.957, "lastActual": 2026, "lastAemo": 2036, "sources": [ { "name": "2026 Electricity Statement of Opportunities", "org": "Australian Energy Market Operator", "date": "2026-08-25", "url": "https://www.aemo.com.au/-/media/files/electricity/nem/planning_and_forecasting/nem_esoo/2026/2026-electricity-statement-of-opportunities.pdf" }, { "name": "2026 Integrated System Plan", "org": "Australian Energy Market Operator", "date": "2026-06-30", "url": "https://www.aemo.com.au/-/media/files/major-publications/isp/2026/2026-integrated-system-plan-isp.pdf" }, { "name": "Data Centre Energy Demand, Final Report", "org": "Oxford Economics Australia for AEMO", "date": "2025-07-25", "url": "https://www.aemo.com.au/-/media/files/stakeholder_consultation/consultations/nem-consultations/2024/2025-iasr-scenarios/final-docs/oxford-economics-australia-data-centre-energy-consumption-report.pdf" }, { "name": "2026 WEM Electricity Statement of Opportunities", "org": "Australian Energy Market Operator", "date": "2026-06-11", "url": "https://www.aemo.com.au/-/media/files/electricity/wem/planning_and_forecasting/esoo/2026/2026-wem-electricity-statement-of-opportunities.pdf" }, { "name": "Aggregated price and demand data", "org": "Australian Energy Market Operator", "date": "", "url": "https://www.aemo.com.au/energy-systems/electricity/national-electricity-market-nem/data-nem/aggregated-data" } ] }, "years": [ 2020, 2021, 2022, 2023, 2024, 2025, 2026, 2027, 2028, 2029, 2030, 2031, 2032, 2033, 2034, 2035, 2036 ], "basis": [ "actual", "actual", "actual", "actual", "actual", "actual", "actual", "aemo_published", "aemo_published", "aemo_published", "aemo_published", "aemo_published", "aemo_published", "aemo_published", "aemo_published", "aemo_published", "aemo_published" ], "delivered": [ 177.8, 174.8, 175.0, 174.5, 174.2, 174.5, 175.7, 178.47, 182.85, 188.24, 194.5, 201.58, 209.46, 218.15, 227.68, 238.08, 249.4 ], "underlying": [ null, null, null, null, null, null, 204.2, 208.46, 214.86, 222.58, 231.45, 241.42, 252.48, 264.65, 277.99, 292.55, 308.4 ], "dataCentres": [ 1.84, 2.13, 2.46, 2.85, 3.3, 3.82, 5.1, 7.08, 9.33, 12.09, 15.5, 18.2, 20.83, 23.64, 26.69, 30.04, 33.7 ], "scenarios": { "stepChange": [ 1.84, 2.13, 2.46, 2.85, 3.3, 3.82, 5.1, 7.08, 9.33, 12.09, 15.5, 18.2, 20.83, 23.64, 26.69, 30.04, 33.7 ], "accelerated": [ 1.84, 2.13, 2.46, 2.85, 3.3, 3.82, 5.1, 7.65, 10.75, 14.79, 20.1, 24.51, 28.96, 33.87, 39.36, 45.54, 52.5 ], "slowerGrowth": [ 1.84, 2.13, 2.46, 2.85, 3.3, 3.82, 5.1, 6.31, 7.55, 8.93, 10.5, 11.32, 12.06, 12.79, 13.54, 14.31, 15.1 ], "esoo2025": [ 1.84, 2.13, 2.46, 2.85, 3.3, 3.82, 4.6, 5.95, 7.39, 9.05, 11.0, 12.93, 14.81, 16.82, 19.01, 21.4, 22.22 ], "esoo2024": [ 1.84, 2.13, 2.46, 2.85, 3.3, 3.82, 3.6, 3.82, 4.01, 4.21, 4.4, 4.57, 4.72, 4.86, 5.0, 5.16, 5.29 ] }, "pipeline": { "projects": 225, "proposedCapacityGw": 67.0, "proposedCapacityGwPrior": 38.0, "operatingCapacityGw": 2.2, "operatingUtilisation": 0.27, "matureUtilisation": [ 0.45, 0.51 ], "loadFactor": 0.9, "cancelledShare": 0.36, "cancelledCommittedShare": 0.3, "rampYears": [ 5, 10 ], "regionShareToday": { "New South Wales": 0.66, "Victoria": 0.3, "South Australia": 0.02, "Queensland": 0.01, "Tasmania": 0.005 } }, "context": { "coalGasRetiringGw": 15.0, "operatingDataCentres": 165, "saMinimumDemandMw": 57, "wemDelivered": { "2026": 20.4, "2036": 32.1 }, "wemDataCentres": { "2036": 0.8 }, "nswVicShareOfForecast": 0.85 } }