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...
368 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.
628 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...
358 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...
519 Views
Power Points - El Niño Blows Into Town — September 2023
September 2023 was a typical El Niño month resulting in record wind generation and strong hydro generation conditions for the lower South Island...
653 Views