Power Points - Costs Crescendo — September 2023
August 2023 share price performance for most of the generator/retailers was weak, resulting in dividend yield spreads climbing off record lows.
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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...
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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...
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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...
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