Power Points: Futures Pressure Downwards — May 2023
April 2023 saw continued strong hydro generation (particularly North Island), and a return to more favourable conditions for Meridian Energy (MEL);...
208 Views
Power Points: Carbon Uncertainty — April 2023
March 2023 was dominated by the Government pressing ahead with Project Onslow (despite costs almost quadrupling) and the failure of the carbon...
168 Views
Genesis Energy: Kupe, We Have a Problem
Genesis Energy's (GNE) 46% ownership of the Kupe oil & gas field is increasingly hard to justify and we have formed the view that selling it for...
174 Views
Power Points: Developing Overbuild Risk — March 2023
February 2023 was again characterised by high North Island hydro generation, which is good news for Genesis Energy (GNE) and Mercury (MCY), but the...
388 Views
Genesis Energy: Record Setting Half — 1H23 Result
Genesis Energy (GNE) delivered a record breaking half year result, as expected, with 1H23 EBITDAF of NZ$298m, +30% better than the previous record...
229 Views