Origin is a major integrated energy company that owns generation, distribution and is increasingly involved in grid-scale storage and transmission links. While they don’t own transmission lines like APA Group, they play a key role as a grid participant and anchor customer in the transmission network. Its impact comes from:
- Developing renewable and storage projects that require new transmission capacity (e.g. Eraring and Mortlake batteries).
- Working with network operators to connect large-scale renewables and manage grid stability.
- Using its large customer base to integrate distributed energy resources (like rooftop solar and home batteries) into the wider grid through virtual power plants (VPPs).
Origin is uniquely placed between generation, retail, and infrastructure, meaning it both drives and depends on grid upgrades. Hence, as electricity demand grows from AI data centres, EVs, and electrified industry, Origin benefits directly through energy sales and indirectly through the grid’s expansion.
- We believe ORG will benefit from increasing tailwinds within the sector, and we view it as a lower risk, diversified way of backing the structural shift in energy demand.
MM is bullish towards ORG
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