Power Points: Taking a Peak at Demand — July 2022
Power PointsTaking a Peak at Demand — July 2022 June 2022 saw a small reversal of recent trends — hydro storage was up +22bp to 93% of average,...
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Power Points: Solar Still Shining Bright— June 2022
Power PointsSolar Still Shining Bright— June 2022 May 2022 saw recent trends continue — hydro storage declined (down -8pp to 73% of average),...
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Power Points: Interest Rate and Hydro Squeeze — April 2022
Power PointsInterest Rate and Hydro Squeeze — April 2022 Rising interest rates squeeze dividend spreads to record lows, March movements indicate...
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Power Points: Back to the Futures — March 2022
Power PointsBack to the Futures — March 2022 February 2022 was a strong month in the market for electricity stocks, with all of the big four...
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Mercury: Attention to Detail — 1H22 Result
MercuryAttention to Detail — 1H22 Result UNDERPERFORM Mercury (MCY) reported a messy 1H22 operating result. Whilst headline EBITDAF of NZ$242m...
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