The New Zealand energy sector has suffered significant recent stress as a series of upstream gas disruptions and dry hydro sequences have impacted downstream energy availability and affordability. What are the implications and outlook for domestic petrochemical, electricity, industrial/commercial and mass market demand and price?
New Zealand has positioned itself as a world leader in responding to climate change but domestic coal-fired electricity generation and wholesale energy prices have each surged over the past 12-18 months. Where is domestic energy and climate change policy heading and how will it impact investment position-taking and decision-making?
Option overload ahead. Now is the time to prepare and position.
2021-22 is shaping as a defining period for each of the petrochemical and wholesale electricity sectors as operating lives of major energy assets and legacy contractual arrangements lapse. Lead times mean that commercial positioning across the sector is already well underway. What are the options and how might they impact the sector?
Old vs new, renewable vs thermal, brownfield vs greenfield, equity vs PPA?
After a half-decade absence of new generation build while low-to-no demand growth has slowly eroded the era of overbuild that defined the last cycle, a new investment wave is now underway. What options do electricity generators and retailers have to meet the drive towards mass electrification?
New Zealand industrial and commercial energy users are at the sharp end of the carbon wedge. Under legacy operating models some may struggle to remain competitive or even viable as the next three decades unfolds. What are the demand-side risks and what opportunities do energy sector participants have to manage their 2050 exposures?