Electricity Sector Renewables Powered Results—FY26 Preview
The upcoming FY26 results season will see record operating earnings (EBITDAF) reported by three of the four generator-retailers, with Genesis...
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Power Points—Flattening the Curve—July 2026
Recent trends in the electricity sector have continued, with strong renewable generation conditions producing lower spot electricity prices and...
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Electricity Sector Gasping For Gas—Electricity Implications
It is well known that New Zealand’s gas fields are in decline, with the most recent update in May 2026 highlighting a further -13% reduction in...
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Equity Strategy El Nino—More Than Just Hot Air
There is a ~65% probability of an El Niño event developing by the end of July 2026 with a strong likelihood that it develops into a ‘strong’ event...
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Contact Energy Powering Up Data Centre Growth: FY26 Result
Contact Energy (CEN) announced with its FY26 result a potential data centre project at its Stratford site, joining the data centre rush. While it...
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