November 2024
- Opinion
- Chanticleer
How to keep Australia pumping for another 25 years, and the lights on
The Origin Energy boss has been in his industry and job long enough to know when to fly kites.
- Anthony Macdonald
Origin CEO calls for redesign of failing national power market
Frank Calabria has proposed a market mechanism to drive investment in gas power plants needed to support renewables and head off further government intervention.
- Angela Macdonald-Smith
August 2024
- Updated
- Earnings season
Origin Energy shares hit as profits, outlook miss forecasts
Chief executive Frank Calabria says profits from supplying energy to customers will fall as margins shrink and coal becomes more expensive.
- Updated
- Angela Macdonald-Smith
June 2024
Nuclear no help in today’s energy supply crisis: industry
Energy-intensive industry says the Coalition’s nuclear plan delays action on emissions and doesn’t address energy security and affordability for the next decade.
- Angela Macdonald-Smith
- Opinion
- Chanticleer
AusSuper was right on Origin. But that’s not great for the rest of us
If Origin and its investors loom as winners from various phases of the energy transition, it’s worth considering who the losers will be.
- Updated
- James Thomson
May 2024
Fears Eraring subsidies will need to be extended
Keeping the country’s biggest coal-fired power station open until 2027 has raised questions about whether it will be needed to keep the lights on into the 2030s.
- Updated
- Ben Potter and Elouise Fowler
- Analysis
- Energy transition
What was Origin Energy boss Frank Calabria really doing in London?
He flew halfway round the world to hold a strategy day for UK upstart Octopus Energy. The message for Origin shareholders and analysts: take another look.
- Hans van Leeuwen
Origin reaps $420m Octopus gain as Aware Super climbs on board
The UK energy disruptor has upped its valuation by 15pc, in a transaction that brought in Aware and raised the value of Origin’s stake beyond $2 billion.
- Hans van Leeuwen
February 2024
Coal back-up needed: Energy CEOs warn transition falling behind
Leading energy chief executives argue a coal safety net to smooth the exit away from fossil fuel generation will keep the supply of power reliable.
- Angela Macdonald-Smith
‘Better if we are stronger’: Origin CEO defends profit surge
The power and gas supplier has raised guidance for profits in its energy markets business for the full year, but advised that figure will likely fall next year.
- Updated
- Angela Macdonald-Smith
Frank Calabria’s Origin reset is only just beginning
This year, Calabria is expected to spell out a new strategy to lead the country’s biggest listed electricity and gas supplier through Australia’s energy transition.
- Angela Macdonald-Smith
December 2023
- Updated
- Carbon challenge
Origin shareholders demand demerger, higher dividends in deal fallout
Some of the energy giant’s largest investors say that returning to business as usual is not an option after the collapse of a $20 billion sale process.
- Updated
- Angela Macdonald-Smith and Ben Potter
AusSuper offers Origin capital after $20b takeover fails
AustralianSuper, which was instrumental in the rejection of a $20 billion takeover on Tuesday, offered to provide capital to help the country’s biggest electricity and gas supplier fund its transition.
- Updated
- Angela Macdonald-Smith
November 2023
- Updated
- Energy
AustralianSuper blasts Brookfield’s ‘low-ball’ Origin offer
The shareholder vote is postponed until December 4, so Brookfield and Origin have almost two weeks to try to woo investors to accept the existing takeover plan.
- Updated
- Jenny Wiggins, Anthony Macdonald and Ben Potter
Proxy advisers all back $20b Origin deal ahead of decisive week
Ownership Matters is now the third proxy adviser to recommend the deal, which is struggling to secure the 75 per cent shareholder support it needs.
- Angela Macdonald-Smith
‘Voting miracle’ needed at Origin after AusSuper snubs bid
Securing Origin Energy shareholder approval of 75 per cent for the sweetened takeover bid is a “big ask”, a Morningstar analyst says.
- Updated
- Angela Macdonald-Smith
September 2023
- Analysis
- Due diligence
The $18.7b bid for Origin depends on this key question
The competition watchdog may be wary. Investors are sceptical. But can the $18.7 billion buyout jump-start the end of coal generation? Brookfield says yes.
- Angela Macdonald-Smith
August 2023
- Updated
- Earnings season
Origin’s profit surge inflames bid debate
An expected further improvement in energy markets earnings this coming year is likely to be followed by a dip, as price relief finally arrives for customers.
- Updated
- Angela Macdonald-Smith
June 2023
Transmission is biggest threat to energy transition: Origin CEO
Frank Calabria also warned Australia is squandering its natural advantage in gas, with households and businesses to pay the price.
- Angela Macdonald-Smith
April 2023
Origin Energy gas revenues rise 7pc
The result reflects a global energy crunch, but it will do little to dampen calls for the government to push through its aggressive intervention.
- Colin Packham