Meridian, Mercury, and Contact Energy have signed a 20-year agreement with NZ Aluminium Smelters that will see guaranteed supply from Tiwai Point Aluminium Smelter until 2044. Milford Investment Analyst Jeremy Hutton talks to Heather du Plessis-Allan about the surprising length of the agreement, what it means for other renewable projects in NZ, and its effect on the country’s electrification plans.