Power Points - Offshore Wind Brewing - August 2023
Electricity stocks continue to perform well despite interest rates edging higher and ASX futures prices edging lower as the market continues to...
332 Views
Mercury: Hydro Power Does It Again — 4Q23 Op Stats
Mercury (MCY) exceeded expectations with strong hydro generation and financial sales pricing, leading to a +3.1% increase in FY23 EBITDAF forecast...
186 Views
Power Points: Carbon Confidence Crisis — July 2023
June 2023 saw carbon unit prices collapse, with prices now NZ$36.5/tonne, down -40% in the past three weeks due to a lack of confidence in the...
320 Views
Power Points: Hydro Wave Sinks Prices — June 2023
May 2023 was a record breaking month as the wet conditions prevalent for the past ten months continued: Hydro generation market share was 78%, up...
355 Views
Electricity Sector: Futures Energise Earnings
Analysis of reported mass market and commercial and industrial tariffs vs. our ASX futures benchmark indicates that significant commercial tariff...
238 Views