2021 Investor Day Presentation slide image

2021 Investor Day Presentation

expected annual energy [GWh] -500 -1,000 -1,500 -2,000 -2,500 2,500 2,000 1,500 1,000 500 0 FY2021 Meridian. Supply demand balance NZAS exit mostly absorbed by 2030 with modest organic demand growth and new load (industrial heat, data centre, EV's) FY2022 NZ Power System New Generation & Retirement 10 Year Outlook Exit @Feb21 FY2023 FY2024 FY2025 FY2026 FY2027 FY2028 FY2029 EV ■Solar (Roof) Thermal ■Hydro Solar (Grid) ■Geothermal Wind Source: Meridian FY2030 ☐ T annual demand [TWh] 5 10 15 20 25 30 FY2021 35 40 45 NZ Power System Demand 10 Year Outlook with 2025 Exit: @Feb21 50 3.0% 1 2.0% 1.0% -1.0% annual demand growth [%] -2.0% -3.0% -4.0% -6.0% -7.0% FY2022 FY2023 SI FY2024 FY2025 FY2026 FY2027 NI NZAS FY2028 FY2029 FY2030 ----- NZ Demand Growth Source: Meridian New renewable builds announced recently support thermal retirements before 2030 With some rationalisation of existing renewables 11 MAY 2021| 2021 INVESTOR DAY PRESENTATION 64 -5.0%
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