By Max Vickerson
14 June 2022, 8:30 AM
AGL Energy (ASX:AGL) now expects its unit outage at Loy Yang A to extend until the second half of September and a number of units in NSW are also out for short durations.
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By Max Vickerson
02 June 2022, 8:00 AM
The squeeze in the wholesale market continues as electricity futures surge to new record highs.
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By Adrian Prendergast
31 May 2022, 10:00 AM
We have merged our Woodside Energy (ASX:WDS) and BHP-Petroleum models, adjusting our estimates for the new combined business.
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By Adrian Prendergast
26 May 2022, 10:00 AM
We have removed BHP Group’s (ASX:BHP) Petroleum business from our group forecasts and valuation.
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By Max Vickerson
09 May 2022, 9:00 AM
AGL Energy’s (ASX:AGL) demerger scheme details were released Friday and our view of the company hasn’t significantly changed.
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By Max Vickerson
03 May 2022, 9:00 AM
AGL Energy (ASX:AGL) has lowered its guidance for FY22 underlying profit after tax by $55m (-18%) largely as a result of the Loy Yang Unit 2 outage.
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By Max Vickerson
02 May 2022, 8:00 AM
Energy Markets is benefitting from increased electricity sales volumes but we remain concerned about rising fuel costs depressing FY23 earnings.
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By Adrian Prendergast
29 April 2022, 8:30 AM
A surprisingly strong share price reaction to a mixed quarter for Fortescue Metals Group (ASX:FMG), with rising investor sentiment on strong shipments driving revenue despite costs slipping on all fronts.
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By Adrian Prendergast
27 April 2022, 10:00 AM
A mixed 3Q22 quarter from South32 (ASX:S32), with some production beats/misses and some predictable increases to unit cost guidance.
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By Adrian Prendergast
22 April 2022, 9:30 AM
A good underlying performance in 3Q22, with BHP Group (ASX:BHP) contending with WA’s first COVID-19 wave at WAIO and Nickel West, and Omicron hitting Escondida.
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