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...
465 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...
330 Views
Power Points: Futures Pressure Downwards — May 2023
April 2023 saw continued strong hydro generation (particularly North Island), and a return to more favourable conditions for Meridian Energy (MEL);...
290 Views
Power Points: Carbon Uncertainty — April 2023
March 2023 was dominated by the Government pressing ahead with Project Onslow (despite costs almost quadrupling) and the failure of the carbon...
236 Views
Genesis Energy: Kupe, We Have a Problem
Genesis Energy's (GNE) 46% ownership of the Kupe oil & gas field is increasingly hard to justify and we have formed the view that selling it for...
235 Views