2021 Investor Day Presentation
Development context
Meridian's analysis suggests 12TWh of new grid
generation by 2030 to meet 100% RE
Greater than the CCC's Draft Advice, which
suggested 10TWh of additional system generation +10TWh
by 2035
A third of that growth equates to at least 7
Meridian generation projects by 2035
Longer term analysis suggests further system
demand growth of at least another 10TWh 2035-
2050
Development challenges are significant:
Timing of new demand growth uncertain.
Consenting timeframes are subjective
Long greenfields development timeframes.
Upswing in competition for options
Generation (TWh)
60
60
50
00
40
30
20
10
Meridian.
11 MAY 2021
1990
1995-
2000
2005
2010-
2015-
2020
Historical
Our path
Other
Oil
Gas
Coal
Solar
Wind
Geothermal
2025 -
2030-
2035
Source: Climate Change Commission Draft Advice January 2021
2021 INVESTOR DAY PRESENTATION
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