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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Power Points El Nino Set to Make a Splash—May 2026
April 2026 was a strong month for the electricity sector, particularly Mercury (MCY) and Genesis Energy (GNE), which both upgraded FY26 EBITDAF...
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Meridian Energy Catching Up to Expectations — 3Q26 Op Stats
Meridian Energy (MEL) had a very strong 3Q26, boosted by a near-record March 2026 performance, such that it is back on track to meet our FY26...
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Power Points Not All Megawatts Are Equal—March 2026
Contact Energy (CEN) and Genesis Energy (GNE) equity raises were to support new asset development, which remains a key focus for the sector.
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