Electricity Sector - Weathering the Drought — Outlook Update
Thermal generators, CEN and GNE get a modest increase, but we have trimmed our Mercury (MCY) and Meridian Energy (MEL) forecasts.
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Power Points - Lakes Dry, Prices High — August 2024
July 2024 broke several records and since month end, spot wholesale electricity prices and ASX futures prices have gone to a whole new level.
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Electricity Sector - Dry July Pressures FY25 - FY24 Result Preview
We are expecting solid FY24 EBITDAF earnings growth of +7% across the four generator/retailers reporting in August 2024.
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Genesis Energy - Costs Cut Outlook and Rating - 4Q24 Op Stats
An increasingly uncertain gas outlook has led us to downgrade our Genesis Energy (GNE) rating to NEUTRAL from OUTPERFORM.
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Power Points - Solar Flares Again — July 2024
June 2024 was notable for the first dip in electricity demand in eight months, in part due to NZAS backing off demand at Meridian Energy’s (MEL)...
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