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...
91 Views
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...
96 Views
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...
121 Views
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...
100 Views
Power Points Conflict Fuels EV Power Surge—April 2026
March 2026 was generally a positive month for the sector, with capital raisings completed, share price performance better than the weak market (on...
130 Views