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16-01-2021, 05:09 PM
#801
Member
Poorly, judging by the situation in early 2018 when lake levels fell to historic lows. As I recall they started the coal units at Huntley but spot prices still went wild. Luckily we where bailed out by early rain. The government made some noises at the time but basically did nothing which might be construed as constructive or useful.
Fundamentally New Zealands infrastructure resilience model is based on the popular childrens game Jenga.
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17-01-2021, 04:57 AM
#802
US of A of but applicable to NZ?
"EOSE has a proprietary battery technology aimed at grid storage which is expected to grow significantly over the next decade. From a high level it’s fairly easy to understand that the more wind and solar energy that are deployed into the electricity grid the greater the demand for storage solutions given the uneven production of those power sources. This market is already large and growing rapidly. A report from Mackenzie called for grid storage to grow 13x in six years to 158 GWh in 2024. In the EOSE investor presentation from October they show market forecasts of 348 GWh our new build storage by 2030 or over $200 billion of storage investment"
https://seekingalpha.com/article/439...content=link-3
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17-01-2021, 02:31 PM
#803
Power companies on the up and up, gas out the back door in the low C world
"Yates said an average home using gas for heating and cooking emits 1400 kilograms of carbon dioxide a year – about equal to 7500 kilometres in a small car.
Provided by the national grid, the same amount of electricity would produce around 700 kilograms of carbon dioxide, according to Toitū Envirocare’s carbon calculator.?
https://www.stuff.co.nz/environment/...rgy-researcher
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20-01-2021, 12:36 PM
#804
Member
Originally Posted by kiora
"Yates said an average home using gas for heating and cooking emits 1400 kilograms of carbon dioxide a year – about equal to 7500 kilometres in a small car.
Well a typical, conventional small car (say a VW Golf 1.6) emits about 166g of Carbondioxde per Kilometer so this part is feasibly true.
Per capita the average New Zealander emits approximately 9600 kg of carbon dioxide per year (about half that of an Australian or American, in line with someone in the UK or Germany) from fossil sources.
Last edited by Tomtom; 20-01-2021 at 12:38 PM.
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20-01-2021, 02:38 PM
#805
Tom I was more observing the C from using gas for home cooking & heating.
I have always assumed it is more efficient to use gas directly in homes than using it to fire up a gas turbine for power generation
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20-01-2021, 02:48 PM
#806
Per capita the average New Zealander emits approximately 9600 kg of carbon dioxide per year (about half that of an Australian or American, in line with someone in the UK or Germany) from fossil sources.
Does that mean "New Zealanders" or (mainly) livestock on behalf of New Zealanders? The former would seem most unlikely, given that, eg 85-90% of our electricity is generated from renewable sources.
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20-01-2021, 04:25 PM
#807
Member
Originally Posted by macduffy
Originally Posted by Tomtom
...from fossil sources.
Does that mean "New Zealanders" or (mainly) livestock on behalf of New Zealanders? The former would seem most unlikely, given that, eg 85-90% of our electricity is generated from renewable sources.
Well I'd imagine it's all the daily commuting livestock do. Unfortunately, with the way public transport is in rural areas, many can only really drive to work.
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28-01-2021, 10:47 AM
#808
interesting ift are looking at selling trustpower as well as tllt. they must think the power sector not so good a sector to stay invested in anymore ? . the sector going to be disrupted thats why maybe. looking to re-enter one day
one step ahead of the herd
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28-01-2021, 11:45 AM
#809
Member
Originally Posted by bull....
interesting ift are looking at selling trustpower as well as tllt. they must think the power sector not so good a sector to stay invested in anymore ? . the sector going to be disrupted thats why maybe. looking to re-enter one day
I suspect IFT would love to keep TPW as it is a central part of their core cash generating business. This announcement is likely one or more of (a) pumping the valuation of IFT's assets as a defensive move for a potential takeover; (b) parts of TPW's business are earning insufficient returns - most likely the retail business - so any value from a one-off sale may exceed the forecast/expected returns; (c) TPW has some generation plans and needs capital to fund it, plus retail is relatively easy to re-enter at a later date; (d) government intervention in the sector has increased the risk of IFT owning TPW so they want to extract value while they can
Also, the electricity retail sector is now so competitive I wouldn't be surprised to see some amalgamation over the next few years. Makes sense for TPW/IFT to have seen that coming and make the first move.
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28-01-2021, 11:56 AM
#810
TPW only looking to sell its retail business, which contributes less profits than the generation side. Retail side of power business is arguably more exposed to disruption.
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