Electricity Sector Smelter's Electric Shock Far From Fatal
Electricity Sector Smelter's Electric Shock Far From Fatal Rio Tinto's (RIO) shock announcement that it is closing NZAS in 13 months has resulted...
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Power Points: Regulation Matters — July 2020
Power Points Regulation Matters — July 2020 June 2020 was dominated by the Electricity Authority's (EA) transmission pricing methodology (TPM)...
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Power Points: Priced to OUTPERFORM — May 2020
Power Points Priced to OUTPERFORM — May 2020 We are upgrading Meridian Energy (MEL) and Mercury (MCY) to OUTPERFORM in a sector-wide call that we...
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Equity Strategy: Institutional Model Portfolio
Equity Strategy Institutional Model Portfolio The near term outlook for both economic activity and markets remain highly uncertain, despite the...
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Power Points: Sector Powers Down — April 2020
Power Points Sector Powers Down — April 2020 The Electricity Sector has seen the sharpest and largest fall in electricity demand in history,...
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