Power Points: Lakes Enjoy a Timely Top Up — August 2022
Lifting hydro storage +30pp to 123% of average; GNE and MCY reported solid sets of 4Q22 operating statistics; CEN and MEL posted decent finishes to...
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Genesis Energy: Swings and Roundabouts in 4Q22
Genesis EnergySwings and Roundabouts in 4Q22 NEUTRAL Genesis Energy's (GNE) 4Q22 operating statistics were a mixed bag with strong hydro...
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Genex’s Offer of A$0.23 from Skip Capital Likely Won’t Cut It
At first glance, the A$0.23 offer looks generous. Benchmarking the precedent transaction multiples suggests that Genex’s existing portfolio is...
301 Views
Electricity Sector: Wholesale Changes
Electricity SectorWholesale Changes After a decade of new generation costs falling, the last 18 months has seen that reverse with commodity...
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Power Points: Taking a Peak at Demand — July 2022
Power PointsTaking a Peak at Demand — July 2022 June 2022 saw a small reversal of recent trends — hydro storage was up +22bp to 93% of average,...
708 Views