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.
289 Views
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.
456 Views
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.
426 Views
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)...
389 Views
Genesis Energy - Confirming the Level of Kupe Pain
Genesis Energy (GNE) has confirmed the expected FY25 earnings decline due to the failure of the KS-9 production well, and provided an indication of...
373 Views