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Electricity SectorIs Electricity Offering Value Again? In our view, not yet. Whilst electricity share prices are generally down -10% to -15%...
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Power Points: Interest Rate Pressures Rising — November 2021
Power PointsInterest Rate Pressures Rising — November 2021 Rising interest rates continue to place downward pressure on electricity stocks with...
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Mercury: First Wind — 1Q22 Operating Statistics
MercuryFirst Wind — 1Q22 Operating Statistics UNDERPERFORM Mercury's (MCY) 1Q22 operating statistics were solid although the period was not...
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Power Points: Water Dampens Thermal Generation — Oct 21
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Electricity Sector: Between a Regulatory Rock and a Political Hard Place — Wholesale Price Pressure
Electricity SectorBetween a Regulatory Rock and a Political Hard Place — Wholesale Price Pressure Rising wholesale electricity prices has...
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