A stock and lead-time view of how generation, storage, transmission, workforce, and social licence accumulate or deplete across the National Electricity Market
The stock-flow view adds what the earlier pages cannot show on their own: rate. The system problem is not just scale. It is mismatch between how fast one stock falls, another rises, and how long delivery takes.
What moves fast
Battery storage is one of the few major stocks that can move inside the current stress window. That makes it the most practical short-cycle response to coal exit and reliability pressure, even though it does not solve long-duration gaps.
What moves slowly
Transmission is the slow stock that determines whether faster-moving generation can actually perform. Renewable capacity can accumulate more quickly than network capacity, creating congestion and curtailment rather than usable output.
The hidden stock
Workforce is the hidden physical constraint inside the transition. Even when money and approvals align, the system can still stall because capability to build at the required speed is not there.
The fragile stock
Social licence can deplete much faster than it accumulates. It behaves like a fragile stock with asymmetric flow rates, which is why it belongs in the system model rather than in a side discussion.
What this page adds
The CLD explains why the system moves. The constraint map shows what binds. The stock-flow view shows how quickly the system can respond. That is what turns strategic diagnosis into timing discipline.