Alex Turnbull

speaker

375 appearances 2 recordings 2 series first heard Apr 2026 last heard 14 Apr

Alex Turnbull’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Apr 2026 with 2.

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Odd Lots · Presenting What Next TBD: Why Everyone is Freaking out About Private Credit · 14 Apr 2026 podcast

India does too.

Australia, South Africa, these are all places with access to open ocean, no quirky straits.

And so you don't really have to worry too much about whether

some geopolitical event takes out coal.

The most reliable option, of course, is just producing stuff in country, whether that's solar, wind, batteries, nuclear.

But in a pinch and currently, I think coal is going to have a bit of a comeback for that reason alone.

It's like asking someone, well, you know,

what should I plant?

I'm like, well, okay, where are you?

So if you're anywhere close to the equator or have a good solar resource, solar is crazy cheap.

And if you've got to be around, batteries are also pretty cheap.

That's hard to beat.

If you're somewhere in the Baltic or something, then it's weird, right?

So I think the appeal with solar, which is that you can roll it out very quickly, particularly with households.

And it's interesting, you're already starting to see the impacts of Australia's government

pushing residential batteries.

And that is that the intraday spreads in power in Australia are very subdued and the gas fired generators are not really pricing the market anywhere near as often as they used to.

very quick fix and can be rolled out very quickly.

And it seems to be working very well in Australia.

The price impact of the shock is vastly less than 2022 already.

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