AGL and Origin have sent a clear message about the energy transition

Those seeking a reality check on the energy transition can’t go past the latest financial results from Origin Energy, the country’s largest energy retailer, and AGL Energy, the owner of Australia’s largest portfolio of electricity generation assets.

Both companies saw their share prices pop after beating market expectations and releasing relatively bullish outlook statements founded on what are the strongest electricity demand scenarios for decades.

Source: https://www.afr.com/policy/energy-and-climate/agl-and-origin-have-a-clear-message-about-the-energy-transition-20260215-p5o2eb