Wired for Energy

NEM Reform: Behind the Metre with Malaya Toll and Andrew Steer

Episode Summary

Malaya Toll and Andrew Steer, both with 25+ years leading digital transformation and utility systems across Australia and internationally, join Greg and Neil to discuss the national electricity market reform roadmap and delivery challenges. They examine whether NEM reform is on track for 2026 milestones, revealing NEM is slightly behind schedule despite momentum shifts across the industry. Key topics include the surprising success of community batteries in expanding energy access, supply failing to meet surging demand from EVs and data centres, the overwhelming complexity of overlapping regulations, workforce constraints, and the case for distribution system operators (DSOs) to manage low-voltage networks autonomously. They also explore how customer information systems must evolve to support flexible trading arrangements, and why regulatory frameworks need standardisation across geographies.

Episode Notes

Malaya Toll and Andrew Steer, both with 25+ years leading digital transformation and utility systems across Australia and internationally, join Greg and Neil to discuss the national electricity market reform roadmap and delivery challenges. They examine whether NEM reform is on track for 2026 milestones, revealing NEM is slightly behind schedule despite momentum shifts across the industry. Key topics include the surprising success of community batteries in expanding energy access, supply failing to meet surging demand from EVs and data centres, the overwhelming complexity of overlapping regulations, workforce constraints, and the case for distribution system operators (DSOs) to manage low-voltage networks autonomously. They also explore how customer information systems must evolve to support flexible trading arrangements, and why regulatory frameworks need standardisation across geographies.

(02:42) Is the NEM on track or falling behind 2026 milestones

(05:52) Community batteries as a raging success story

(21:32) Reform fatigue shifting to industry momentum

(33:51) Data centre load growth and grid stress challenges

(40:24) Low voltage network visibility and DSO model benefits