Power Points: Carbon Confidence Crisis — July 2023
June 2023 saw carbon unit prices collapse, with prices now NZ$36.5/tonne, down -40% in the past three weeks due to a lack of confidence in the...
445 Views
Meridian Energy: Riding the Hydro Momentum Wave
We calculate Meridian Energy (MEL) has had a record May 2023 with momentum from this month expected to carry forward into FY24, and we have lifted...
310 Views
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