The result extends the recovery documented in the August NEM Data Spotlight, which found combined generation climbing 17.3% from July, as utility-scale solar rose 12.4%, posting the widest year-on-year growth margin recorded since the winter trough.
It marks the strongest September in the three-year dataset, comfortably ahead of September 2024’s 3,439GWh and last year’s total.
Utility-scale solar at 1,805GWh rose 10.9% from August’s 1,628GWh and was 36.9% above September 2025’s 1,319GWh, the widest year-on-year growth margin recorded for the segment since the recovery began.
The total is the highest monthly figure since February 2026’s 1,836GWh, continuing the broadly upward trajectory that has characterised the dataset since combined generation fell 21% in June amid an end-of-month pricing spike that pushed utility-scale prices above AU$120/MWh.
Rooftop solar at 2,975GWh climbed 31.3% from August’s 2,265GWh and was 13.8% higher than September 2025’s 2,614GWh. The total is the highest recorded since January 2026’s 3,464GWh, with the segment’s growth rate now comfortably outpacing utility-scale on a month-on-month basis, a reversal from the pattern through most of winter.
The result is broadly consistent with the trend flagged in last year’s equivalent entry in this series, which found solar generation surging 18% as Australia entered spring, with lengthening daylight hours compounding the continued addition of rooftop capacity across the NEM.
Source link







