Power Points - Dry January Not What the Sector Wants — January 2024
December 2023 saw hydro lake levels fall, wholesale electricity prices rise, and more thermal generation being used; the market will be keen to...
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Power Points - Building Boom Set to Continue — Dec 2023
Looking to 2024, we expect 2.0TWh+ of generation to start construction, which is in addition to the ~3.4TWh under construction.
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Manawa Energy - Capex Reversal — 1H24 Result
Capex guidance cuts and more projects were the main features of Manawa Energy's (MNW) 1H24 result. Revised capex guidance effectively reversed...
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Power Points - Developing Ventures Jointly—October 2023
October 2023 saw the electricity sector start to show some value with share price declines. However, that has been short-lived, with the first week...
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Electricity Sector - Sector Set for an Electric Shock
The electricity sector appears to have defied gravity over the past two years, generally tracking sideways despite interest rates steadily rising...
345 Views