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Genesis Energy (GNE) investor relations material
Genesis Energy Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic direction and future plans
Gen35 strategy targets over 95% renewable generation, net zero by 2040, and 8,300 GWh renewables by 2035, leveraging a large customer base for value-driven growth through 2035.
Strategy is structured in three horizons: Future Fit, Accelerated Transition, and Future State, each with clear operational and financial targets.
Renewables pipeline has expanded to 2.5 GW, with 1.3 GW of new generation to be built or contracted by FY35, emphasizing solar, wind, and battery storage, and supported by partnerships and PPAs.
Flexibility and optionality are central, with Huntly Power Station evolving from baseload to a multi-fuel, flexible asset, and new BESS installations enhancing system resilience.
Positioned to respond to government energy initiatives with investments in firming capacity, gas storage, and renewables.
Operational and technology transformation
Retail transformation unified three brands, reduced 200 FTE, and improved net back by 22% since FY23, with further 10-15% uplift targeted by FY28.
Significant investments in digital transformation, including new billing, CRM, trading, and finance systems to drive efficiency and data-driven decision-making, with major projects set for completion by FY27.
Advanced analytics, AI, and new trading tools are enhancing portfolio optimization, risk management, and margin growth.
Over 50 MW of distributed demand response added, with ongoing pilots to enhance system efficiency and customer value.
Enhanced portfolio flexibility through Huntly firming options, BESS construction, and gas storage rights.
Renewables and flexibility
Strong internal development capability with a robust pipeline in solar, wind, and BESS projects, enabling faster project delivery than market averages.
Key projects include Edgecumbe and Rangiriri Solar Farms, Huntly BESS stages 1 and 2, and a diversified wind pipeline with both onshore and offshore prospects.
Partnerships with global developers and local JVs are expanding wind and offshore wind optionality, with Castle Hill and other projects advancing toward FID.
Monetisation of Huntly's capacity and flexibility is underway, with firming options and gas storage enhancing resilience.
Strategic investments in renewables are replacing baseload hydro and thermal, increasing asset flexibility and price capture.
Next Genesis Energy earnings date
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