Value of US Energy Companies

Some time ago I analysed the value of some US generating companies and gas companies.
On the basis of this analysis I invested in several companies where I thought they were undervalued relative to some potential upside I thought could be realised if the underlying market fundamentals evolved according to how I thought they might.
The presentations below provides an update on how things have worked out relative to what I hoped might happen.
What I got right and what I got wrong.
I have also provided the original presentations by way of background.

Climate Change Commission Needs Education and Information Role

The Climate Change Commission needs an education and information role if it is to achieve its objective of holding success governments to account for climate change outcomes that benefit New Zealand.  Ultimately it is voters, rather than the unelected commission, who hold governments to account.  But the Commission can play a key role in ensuring voters understand the difficult tradeoffs their elected officials have to make.

Premature to Lock our Paris Commitment into Legislation

The retiring parliamentary commissioner for the environment, Jan Wright, has suggested New Zealand should lock down its commitments to greenhouse gas emissions, as made at COP21 in Paris in 2015 into legislation.  In this article, I suggest it is premature to lock the commitments down into legislation.