By 2035, nearly 90% of Australia’s electricity could be sourced from renewables. How can investors capture value through this transformation?
Mitigate risks and capture value: adopt a portfolio approach |
| Australia’s energy landscape is changing at a pace and scale unprecedented in the world. The markets are in upheaval and valuations of assets are increasingly complex. Investors need a deep understanding of the competitive landscape, the drivers of buyers' decisions, and changes in regulation – as they occur. Yet the long term trend is clear. Renewable energy sources remain the lowest cost of new supply. And, while the price of energy is falling, the value of firm, fast response, dispatchable capacity is growing. Mature wind and solar generators are responding with a portfolio approach and sophisticated physical and financial hedging strategies to manage the risks. |
Navigating unpreceded energy market transformation |
| Energetics offers comprehensive market intelligence in both financial and physical markets, unparalleled experience in contract negotiation, and state-of-the-art quantitative risk analytics, including cash flow at risk and application of mean-variance framework. We have advised a wide range of market participants, from major wind developers to Tier 1 electricity retailers, on their portfolio structures and strategies in the rapidly transitioning market. |
Our services
Market entry strategy, technical and commercial due diligence
Market-based valuation and commercial support for renewable energy and storage assets
New product development and long-term offtake strategy development
Energy portfolio optimisation and hedging strategies
Hedging structure assessment
