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...
257 Views
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.
512 Views
Meridian Energy - Margins Beating Costs—1Q24 Op Stats
Meridian Energy's (MEL) 1Q24 is best described as solid, with continued strong retail margins partially offset by rising opex costs that on...
261 Views
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...
250 Views
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