Power sector – Preview – [NEUTRAL] – 1Q24F Preview: The El Niño calls Coal-fired
The bright spot in 1Q24 was coal-fired power. Growth came from the shortage of hydropower supply and the benefit of rapidly falling coal prices compared to gas prices in recent months.
Featured Analysis
Market commentary: Late-session buying support
Derivatives: Liquidity declines
Market commentary: Selling pressure returned
Market traders: Proprietary traders continued to post net buying
Derivatives: Forms short-term bottom?
Market commentary: Rebound in gains
SBV extends net liquidity injection as interbank rates cool
