Meridian Energy Retail On A Roll—1Q26 Op Stats
1Q26 was a solid quarter for Meridian Energy (MEL), in line with expectations, but made to look very strong relative to the very weak 1Q25.
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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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