Electricity Sector - Dry July Pressures FY25 - FY24 Result Preview
We are expecting solid FY24 EBITDAF earnings growth of +7% across the four generator/retailers reporting in August 2024.
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Power Points - Solar Flares Again — July 2024
June 2024 was notable for the first dip in electricity demand in eight months, in part due to NZAS backing off demand at Meridian Energy’s (MEL)...
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Power Points - Demand Continues to Heat Up — June 2024 External Inbox Updates
May 2024 was a watershed month for the sector, ending with the news that NZAS has signed three 20 year electricity supply contracts, providing...
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Electricity Sector - NZAS Powers On — The Deal Is Done
After almost two years of negotiation, the deal has been done, with NZAS set to be New Zealand's largest electricity consumer for the foreseeable...
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Boost Research
Power Points - Demand Powers On — May 2024
Electricity demand growth has continued to surge, helping to keep wholesale electricity prices elevated despite the welcome top-up of hydro storage...
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