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electricity sector
Latest news and analysis on electricity sector
Macro
December 12, 2022 09:52
Cashflow pothole in the energy transition journey
The shock from the increase in utility bills will still be felt in real time, and for many this will merely compound an already dire cashflow situation.
Tim Toohey
Yarra Capital Management
December 12, 2022 09:52
Investment Theme
May 08, 2019 09:22
Part 2: A primer on the broader effects of vehicle electrification – who pays the electricity piper?
In the first part of this two part series, we looked at how Electric Vehicle battery prices can't be expected to fall forever. In part two, we look at the broader...
PM Capital
PM Capital
May 08, 2019 09:22
October 24, 2017 07:50
Cooking with gas – global energy opportunities
Electricity generation in Europe is undergoing a major transformation. Many investors think that the “new world” (i.e. renewables, batteries and smart grids) is going...
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March 10, 2017 10:22
Executive Series 2 Mar 17: ERM Power (EPW) CEO & Managing Director, Jon Stretch
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