Timeline
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Draft 2026 ISP published10 December 2025
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Draft 2026 ISP publication webinar16 December 2025
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Consumer advocates verbal submission13 February 2026
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Submissions due on Draft 2026 ISP13 February 2026
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Final 2026 ISP published25 June 2026
Key contact
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.
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Draft 2026 ISP
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Consultation submissions
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Final 2026 ISP
Draft 2026 ISP publication webinar presentation
Draft 2026 ISP webinar recording
Appendices
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10/12/2025
A1 Stakeholder Engagement
1.95 MB -
10/12/2025
A2 Generation and Storage Development Opportunities
3.86 MB -
10/12/2025
A3 Renewable Energy Zones
20.94 MB -
21/04/2026
A4 System Operability
1.75 MB -
10/12/2025
A5 Network Investments
3.1 MB -
10/12/2025
A6 Cost Benefit Analysis
6.62 MB -
10/12/2025
A7 System Security
3.05 MB -
10/12/2025
A8 Social Licence
1.52 MB -
10/12/2025
A9 Demand Side Factors Statement
1.81 MB -
10/12/2025
A10 Gas Development Projections
2.5 MB
Supporting materials
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10/12/2025
Draft 2026 ISP chart data
11.11 MB -
13/03/2026
Draft 2026 ISP generation and storage outlook
64.39 MB -
10/12/2025
Draft 2026 ISP Inputs and Assumptions workbook
18.09 MB -
10/12/2025
Addendum to the 2025 Inputs, Assumptions and Scenarios Report
894.02 KB -
04/09/2025
AEMO: Indicative REZ boundaries 2025 – GIS data
862.24 KB -
04/09/2025
AEMO: Indicative sub-regional boundaries 2025 – GIS data
22.06 KB -
10/12/2025
Jacobs 2025 Strategic land use distributed resources limit update
8.37 MB
Regulatory materials
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19/03/2026
2026 ISP Consumer Panel Draft 2026 ISP Submission
3.51 MB -
19/03/2026
2026 ISP Consumer Panel Response to the Demand Side Factors Statement
1.19 MB -
23/02/2026
Acciona Energia
163.48 KB -
23/02/2026
AITERAQ Advisory
72.76 KB -
23/02/2026
Alinta Energy
281.22 KB -
23/02/2026
ANU Centre for Energy Systems
1.13 MB -
23/02/2026
APA
980.05 KB -
23/02/2026
Ark Energy
1.22 MB -
23/02/2026
Ausgrid
318.01 KB -
23/02/2026
Ausgrid supplementary response
313.91 KB -
23/02/2026
Australian Academy of Technological Sciences and Engineering (ATSE)
227.58 KB -
23/02/2026
Australian Energy Infrastructure Commissioner
319.21 KB -
10/03/2026
Australian Resources Development Limited
800.05 KB -
23/02/2026
Beyond Zero Emissions
236.76 KB -
23/02/2026
Centre for Independent Studies
1015.89 KB -
23/02/2026
Clean Energy Council
682.1 KB -
23/02/2026
Clean Energy Investor Group
270.68 KB -
23/02/2026
Climateworks Centre
338.87 KB -
23/02/2026
Coal Australia
75.53 KB -
23/02/2026
Community Power Agency
367.77 KB -
10/03/2026
Consumer Advocates verbal submission
298.26 KB -
23/02/2026
CS Energy Limited
152.63 KB -
23/02/2026
CSPER
1018.45 KB -
23/02/2026
Ecojoule Energy
197.69 KB -
23/02/2026
ElectraNet
529.63 KB -
23/02/2026
Electric Power Consulting
3.68 MB -
23/02/2026
Electric Vehicle Council
390.28 KB -
23/02/2026
Electrification and Energy Systems Network (EESN)
195.98 KB -
23/02/2026
Endeavour Energy
181.21 KB -
23/02/2026
Energy Australia
206.33 KB -
23/02/2026
Energy Efficiency Council
120.27 KB -
23/02/2026
Ergon Energy Network and Energex
164.87 KB -
23/02/2026
Future Earth Australia
119.05 KB -
23/02/2026
GE Vernova
1.15 MB -
23/02/2026
HILT CRC
852.9 KB -
23/02/2026
Hydro Tasmania
611.22 KB -
23/02/2026
Iberdrola
173.86 KB -
23/02/2026
IEEFA
554.95 KB -
23/02/2026
International Hydropower Association
278.33 KB -
25/02/2026
ITEZZE
596.87 KB -
23/02/2026
Justice and Equity Centre
831.13 KB -
23/02/2026
Kamener, Martin
195.01 KB -
23/02/2026
Magnetite Mines
228.08 KB -
23/02/2026
Marinus Link
290.59 KB -
23/02/2026
Molloy, Lawrence
113.76 KB -
23/02/2026
Nexa Advisory
174.46 KB -
23/02/2026
NSW Department of Climate Change, Energy, the Environment and Water
1.97 MB -
23/02/2026
Origin Energy
1.14 MB -
23/02/2026
Park, Malcolm
200.95 KB -
23/02/2026
Powering Skills Organisation
218.17 KB -
23/02/2026
Powerlink Queensland
276.27 KB -
23/02/2026
Save Our Surroundings Riverina
97.96 KB -
23/02/2026
Snowy Hydro
3.81 MB -
23/02/2026
South Australian Chamber of Mines & Energy
195.37 KB -
23/02/2026
South Australian Department for Energy and Mining
711.6 KB -
20/04/2026
Southerly Ten
761.3 KB -
23/02/2026
Spark Renewables
142.33 KB -
23/02/2026
Springmount Advisory
372.08 KB -
23/02/2026
Squadron Energy
335.99 KB -
23/02/2026
Syncline Energy
1.97 MB -
23/02/2026
TasNetworks
706.52 KB -
23/02/2026
Taylor, James (Dr) et al
2.1 MB -
23/02/2026
The Next Economy
265.64 KB -
23/02/2026
Tilt Renewables
174.92 KB -
23/02/2026
Transgrid
238.31 KB -
23/02/2026
Walcha Council
372.6 KB -
23/02/2026
Wild, Dominic
79.19 KB -
23/02/2026
Willoughby, Richard
656.64 KB -
23/02/2026
Windlab
166.61 KB
Appendices
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25/06/2026
A1 Stakeholder Engagement
1.95 MB -
25/06/2026
A2 ISP Development Opportunities
4.83 MB -
25/06/2026
A3 Renewable Energy Zones
14.77 MB -
25/06/2026
A4 System Operability
3.38 MB -
25/06/2026
A5 Network Investments
3.05 MB -
25/06/2026
A6 Cost Benefit Analysis
6.53 MB -
25/06/2026
A7 System Security
3.66 MB -
25/06/2026
A8 Social Licence
1.26 MB -
25/06/2026
A9 Demand Side Factors Statement
2 MB -
25/06/2026
A10 Gas Development Projections
2.58 MB
Supporting documents
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25/06/2026
2026 ISP Consultation Summary Report
2.35 MB -
25/06/2026
2026 ISP chart data
4.69 MB -
25/06/2026
2026 ISP generation and storage outlook
80.01 MB -
25/06/2026
2026 ISP Inputs and Assumptions workbook
22.96 MB -
25/06/2026
Indicative REZ boundaries 2026 – GIS data
885.18 KB -
25/06/2026
Indicative sub-regional boundaries 2026 – GIS data
44.3 KB -
25/06/2026
Ministerial letter regarding New England REZ network infrastructure project
194.47 KB
2026 ISP Traces
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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_TOTPV 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.
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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.
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ISP Variable Renewable Trace Data
Draft 2026 ISP traces
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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_TOTPV 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). -
Draft 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.
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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.
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Draft ISP Variable Renewable Energy trace data