Electricity Sector - Step Change — FY23 Preview
We are expecting the largest ever, single year increase in the collective EBITDAF earnings of the big four generator/retailers, up +18% in FY23 to...
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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