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Ruakākā and Glenbrook — barely 1% of NZ generation capacity — collapsed FIR and SIR reserve prices by ~80%. What happened, and what it means for the battery revenue stack.
Australia registered ~343,000 home batteries in ten months. What the surge did to NEM demand curves — and the early lessons for New Zealand's subsidy debate.
Rooftop solar is already NPV-positive in NZ; home batteries are not. We size the duck curve at which battery subsidies become whole-system value-for-money, calibrated on Australia's NEM.
Gas fields are depleting, but the dry-year electricity gap is shrinking. A trend-based look at whether an LNG import terminal is justified — and who should pay for it.
Big-four gentailer retail margins fell from ~$35/MWh to ~$6 through 2022–2025's price spikes while independent retailers held theirs. What the disclosure data shows.
Rain, wind, sunshine and temperature ranked by their grip on NZ wholesale electricity prices 2022–2026: the driest tenth of months averaged $232/MWh against $77 in the wettest.