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ELECTRICITY News & Analysis

AGL investor day confirms our positive view; Market catching on
Stocks
AGL investor day confirms our positive view; Market catching on
AGL's recovery is well underway as stronger electricity prices give earnings a boost.\n 
Adrian Atkins | 18 June 2023
Bear attack, blackouts and BHP can’t sell a coal mine: What we learned this week
Markets
Bear attack, blackouts and BHP can’t sell a coal mine: What we learned this week
China’s efforts to corner iron ore markets are more bluster than bite, says Morningstar's mining analyst.
Lewis Jackson | 17 June 2022
An interview with Whitehaven Coal chief Paul Flynn
Stocks
An interview with Whitehaven Coal chief Paul Flynn
EXCLUSIVE EXTRACT: Morningstar's Mat Hodge and Lex Hall talk to the CEO of the independent producer and exporter about the company's fortunes and its...
Lex Hall | 30 September 2020
Where infrastructure funds are hunting
Funds
Where infrastructure funds are hunting
Airports and toll roads are out of favour, but opportunities are appearing in other parts of global infrastructure such as water and...
Glenn Freeman | 30 June 2020
Spark, AusNet among top infrastructure picks
Stocks
Spark, AusNet among top infrastructure picks
Utilities have weathered the storm of coronavirus better than other infrastructure stocks.
Glenn Freeman | 09 June 2020
3 top picks for the US shift to renewable energy
Stocks
3 top picks for the US shift to renewable energy
By 2030 renewable energy will generate more than 20 per cent of the US's electricity, Morningstar says.
Lex Hall | 29 October 2019
AGL to spend $25m on coal plant upgrade as profit lifts
Stocks
AGL to spend $25m on coal plant upgrade as profit lifts
Energy giant AGL has announced a $25 million upgrade to Victoria's Loy Yang coal-fired power station and again called for more certainty from...
AAP | 07 February 2019
Tesla to benefit from IPCC climate change recommendations
Stocks
Tesla to benefit from IPCC climate change recommendations
The IPCC report recommends faster electric vehicle adoption, which boosts Morningstar analysts’ above-consensus electric vehicle adoption thesis.
Morningstar Equity Analysts | 09 October 2018
3 utilities hit by power prices and politics
Stocks
3 utilities hit by power prices and politics
The former prime minister isn't the only one to cop heat from the National Energy Guarantee last month, as power price regulations weigh on energy...
Glenn Freeman | 05 September 2018
Regulation could raise power prices: Spark
Stocks
Regulation could raise power prices: Spark
Network operator Spark Infrastructure has warned that further regulatory changes to the energy market risk raising consumer power prices as it...
AAP | 27 August 2018