Is NSW going to run out of power?

David Llewellyn-Smith

Wednesday 9 September 2026

LVO is rightly concerned that NSW may run out of power.

The problem is imminent, and it comes with a variety of risks.

I’ve created a single master chart to illustrate these issues. This includes data centre demand.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.