Power Points - Clean Car Discount Cuts Sales—February 2024
January 2024 saw a good top-up of hydro lakes, easing near-term hydro generation concerns, strong electricity demand growth and EV sales collapsing...
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Electricity Sector - Earnings Growth Stalls — 1H24 Sector Preview
We expect combined 1H24 EBITDAF to be slightly down on 1H23, but the prior period benefitted from record-high North Island hydro generation.
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Mercury - Wind Generation Winds Up — 2Q24 Op Stats
Mercury (MCY) has reported strong 2Q24 operating statistics, with the key features being strong mass market yield growth and a big jump in wind...
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Power Points - Building Boom Set to Continue — Dec 2023
Looking to 2024, we expect 2.0TWh+ of generation to start construction, which is in addition to the ~3.4TWh under construction.
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Electricity Sector - Sector Set for an Electric Shock
The electricity sector appears to have defied gravity over the past two years, generally tracking sideways despite interest rates steadily rising...
464 Views