Post by Jeff Forrest

• 𝗪𝗵𝘆 exactly do we need new wholesale market contracts? • 𝗛𝗼𝘄 can I look beyond price curves to drive value in a generation and storage portfolio? • 𝗖𝗮𝗻 the Australian aluminium sector pivot towards recycled inputs? The latest issue of our 𝗘𝗻𝗲𝗿𝗴𝘆 𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 is now live. The energy transition is entering a more complex phase, where the need for new investment is clear, but the path to mobilising capital is becoming more demanding. Revenue certainty, long-term market risk and industrial competitiveness are all becoming central to the next wave of decision-making. In this issue, we share perspectives on the market mechanisms, investment considerations and industrial opportunities that will shape how the sector moves forward. L.E.K. Consulting | Tim McGrath | Lucy Carter | Hannah Stern #EnergyTransition #EnergyMarkets #Infrastructure #EnergyInsights #InvestmentStrategy #Australia #NewZealand #LEKConsulting