The energy wholesale / retail market is a little different then...

The energy wholesale / retail market is a little different then Kodak isn't it?

AGL will be forced to shift to lower cost renewable energy (already have, resulting in poor wind farm write off).

AGL has historical infrastructure access, long history/experience, existing distribution network, major assets in hand and pipeline of projects. All big moats.

If AGL was to shut down their coal power plants, the country would need significant capital investment from somewhere to meet the difference. Not to mention population growth will return and increase energy demands. This is a big barrier of entry.

I can see that energy prices is currently low due to a number of factors. The question is will this increase in the medium future and can AGL also use technology to lower cost.

I would like to hear opposite opinions though.