Power Points: Silver Linings — March 2020
Power Points Silver Linings — March 2020 February 2020 was an interesting time for both the wholesale electricity market and the electricity stocks...
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Genesis Energy: Turning the Power On — 1H20 Result Review
Genesis Energy Turning the Power On — 1H20 Result Review Andrew [email protected]+64 4 495 8185 OUTPERFORM Whilst...
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Power Points: February 2020 — HVDC Constraints Starting to Bite
Power Points February 2020 — HVDC Constraints Starting to Bite The gap between wholesale electricity prices at Otahuhu (OTA) and Benmore (BEN) was...
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Electricity Sector: Calling RIO’s Bluff
Electricity Sector Calling RIO’s Bluff We are calling Rio Tinto’s (RIO) bluff that closure of its NZAS aluminium smelter at Tiwai Point near Bluff...
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Electricity Sector: Meridian the Shining Beacon — 1H20 Result Preview
Electricity Sector Meridian the Shining Beacon — 1H20 Result Preview The only electricity generator/retailer we expect will lift earnings in 1H20...
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