Investor Insight ACCR Presentation on challenges and opportunities in the NEM transition and implications for AGL
Despite initial optimism following the announced early retirement of Loy Yang A and board renewal in 2022, enhancements to AGL’s transition strategy have not been forthcoming. Relatedly, the transition of the National Electricity Market (NEM) has slowed.
To explore the challenges facing the Australian energy transition and the implications for AGL, ACCR hosted this webinar for investors with NEM experts Stephanie Bashir, Founder & CEO of Nexa Advisory and Board Director at the Smart Energy Council; and Dr Dylan McConnell, Energy Systems Analyst at UNSW.
We discussed:
- Australia’s National Electricity Market
- The current state of play of the Australian energy transition
- The role of companies like AGL in driving or delaying the transition
- Questions AGL shareholders need to be asking
The next 6-12 months are an important period for investors to put forward their asks at AGL, as the company gets ready to launch its next Climate Transition Action Plan (CTAP) in 2025, the first since the board changes in 2022.
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