View all consultations

Draft 2026 ISP Consultation

25/06/2026
Market National Electricity Market
StageFinal Report
ConvenorAEMO NEM
Initiated10/12/2025
Accepting submissions?No

Timeline

  • Draft 2026 ISP published
    10 December 2025
  • Draft 2026 ISP publication webinar
    16 December 2025
  • Consumer advocates verbal submission
    13 February 2026
  • Submissions due on Draft 2026 ISP
    13 February 2026
  • Final 2026 ISP published
    25 June 2026

Key contact

A mail icon. Email: [email protected]

Overview

AEMO’s ISP is a roadmap for the NEM’s transition, and outlines an ‘optimal development path’ (ODP) for generation, storage and network investments to meet both consumer needs and government policies, at least cost, to 2050.

The 2026 ISP reaffirms that renewable energy, connected by transmission and distribution, firmed with storage and backed up by gas, presents the least-cost way to supply secure and reliable electricity to consumers through to 2050, as coal plants retire and while meeting government policies.

The 2026 ISP was informed by extensive stakeholder consultation on the methodology, inputs, assumptions and scenarios, the Draft 2026 ISP, and the Addendum to the Draft 2026 ISP.

  • Draft 2026 ISP
  • Consultation submissions
  • Final 2026 ISP

Draft 2026 ISP publication webinar presentation

Draft 2026 ISP webinar recording

Appendices

Supporting materials

Regulatory materials

Draft 2026 ISP data files

Draft 2026 ISP traces

Draft Demand Trace Component Definitions

This section provides definitions for each component included in the draft demand traces dataset. Electricity demand associated with the production of both domestic and export hydrogen is not included in any of the components described below, across all scenarios. Demand related to hydrogen production is modelled separately, in accordance with the methodologies and inputs outlined in the ISP Methodology and the 2025 Inputs, Assumptions and Scenarios Report (IASR). 

Component Description
OPSO Half-hourly regional demand traces for operational demand, defined as demand after accounting for the impact of rooftop PV and PVNSG.
OPSO_PVLITE Contains half-hourly regional demand traces for operational demand (demand before the impact of rooftop PV and PVNSG) 
OPSO_MODELLING Version of demand used in AEMO’s market modelling. 

 OPSO_MODELLING = OPSO – ICL + EVVPP. 
OPSO_MODELLING_PVLITE Version of demand used in AEMO’s market modelling. 

OPSO_MODELLING_PVLITE = OPSO_MODELLING+ PV_TOT 
PV Contains half hourly regional generation traces for rooftop PV
PV_TOT Contains half hourly regional/ sub_regional generation traces for all embedded PV, including rooftop PV and PVNSG. Generation from PVNSG can be found as PV_NSG = PV_TOT – PV. 
EV Contains half hourly regional aggregate electric vehicle charging
ESS Contains half hourly regional aggregate customer installed battery charging/discharging. ESS is capturing the net impact of battery storages (charge – discharge). To remove ESS from OPSO you would subtract it: OPSO - ESS 
VTOH Contains half hourly regional aggregate discharging from electric vehicles to homes (only used in the Step change scenario). 
EVVPP Coordinated EV charging (targeting low demand periods, helping to lift minimum demand). Not reflected in demand traces 
ELECTRIFICATION_BUS  Electrification impact on the business sector 
ELECTRIFICATION_RES Electrification impact on the residential sector
ICL Estimated interconnector losses (to allow netting off those if you are modelling interconnector losses in the market modelling). 

ISP demand trace data (regional)

The draft regional demand trace files provide half-hourly demand data for each (NEM) region, disaggregated by the demand components defined in the Draft Demand Trace Component Definitions section above. 

The dataset includes traces for both 10% and 50% probability of exceedance (POE), across 23 reference years (2003 to 2025), and for each of the three core ISP scenarios.

Draft ISP demand trace data (sub-regional)

The draft sub-regional demand trace files provide half-hourly demand data for each National Electricity Market (NEM) sub-region, disaggregated by key demand components, including OPSO_MODELLING, OPSO_MODELLING_PV_LITE, and PV_TOT. 

The dataset includes traces for both 10% and 50% probability of exceedance (POE) conditions, across 23 reference years (2003 to 2025), and for each of the three core ISP scenarios. 

Draft ISP Variable Renewable Energy trace data

Appendices

Supporting documents

2026 ISP data files

2026 ISP Traces

Demand Trace Component Definitions

This section provides definitions for each component included in the demand traces dataset. Electricity demand associated with the production of both domestic and export hydrogen is not included in any of the components described below, across all scenarios. Demand related to hydrogen production is modelled separately, in accordance with the methodologies and inputs outlined in the ISP Methodology and the 2025 Inputs, Assumptions and Scenarios Report (IASR). 

Component Description
OPSO Half-hourly regional demand traces for operational demand, defined as demand after accounting for the impact of rooftop PV and PVNSG.
OPSO_PVLITE Contains half-hourly regional demand traces for operational demand (demand before the impact of rooftop PV and PVNSG) 
OPSO_MODELLING  Version of demand used in AEMO’s market modelling. 

OPSO_MODELLING = OPSO – ICL + EVVPP. 
OPSO_MODELLING_PVLITE Version of demand used in AEMO’s market modelling. 

OPSO_MODELLING_PVLITE = OPSO_MODELLING+ PV_TOT 
PV Contains half hourly regional generation traces for rooftop PV
PV_TOT Contains half hourly regional/ sub_regional generation traces for all embedded PV, including rooftop PV and PVNSG. Generation from PVNSG can be found as PV_NSG = PV_TOT – PV.
EV Contains half hourly regional aggregate electric vehicle charging 
ESS Contains half hourly regional aggregate customer installed battery charging/discharging. ESS is capturing the net impact of battery storages (charge – discharge). To remove ESS from OPSO you would subtract it: OPSO - ESS 
VTOH Contains half hourly regional aggregate discharging from electric vehicles to homes (only used in the Step change scenario). 
EVVPP Coordinated EV charging (targeting low demand periods, helping to lift minimum demand). Not reflected in demand traces 
ELECTRIFICATION_BUS  Electrification impact on the business sector
ELECTRIFICATION_RES Electrification impact on the residential sector 
ICL Estimated interconnector losses (to allow netting off those if you are modelling interconnector losses in the market modelling). 

ISP Demand Trace Data - Regional

The regional demand trace files provide half-hourly demand data for each (NEM) region, disaggregated by the demand components defined in the Demand Trace Component Definitions section above.

The dataset includes traces for both 10% and 50% probability of exceedance (POE), across 23 reference years (2003 to 2025), and for each of the three core ISP scenarios.

ISP Demand Trace Data - Sub-Regional

The sub-regional demand trace files provide half-hourly demand data for each National Electricity Market (NEM) sub-region, disaggregated by key demand components, including OPSO_MODELLING, OPSO_MODELLING_PV_LITE, and PV_TOT. 

The dataset includes traces for both 10% and 50% probability of exceedance (POE) conditions, across 23 reference years (2003 to 2025), and for each of the three core ISP scenarios.

ISP Variable Renewable Trace Data

National Electricity MarketIntegrated System PlanConsultations
X
Cookies help us improve your website experience.
By using our website, you agree to our use of cookies.
Confirm