Highlights

  • Channel Infrastructure NZ Ltd (ASX:CHI) recorded a 10.27% share price increase during market trading on 25 September 2026.
  • The company operates fuel Import terminal and distribution infrastructure at Marsden Point.
  • Channel Infrastructure reported HY26 Revenue of $72.9 million and EBITDA of $48.8 million.
  • The company continues progressing storage and infrastructure development projects.

Channel Infrastructure is focused on operating and developing energy infrastructure Assets that support fuel Supply chains. The company manages import, storage, testing and distribution facilities, including its Marsden Point infrastructure. Its operations support the movement of petrol, diesel and jet fuel into the Auckland and Northland markets.

The company’s Business model is based around contracted storage and infrastructure services. Channel Infrastructure continues to focus on maintaining operational capability while developing additional opportunities linked to fuel security and future energy requirements.

Sector Context
Energy infrastructure businesses play an important role in supporting reliable fuel supply networks. Companies operating in this area are influenced by fuel demand, infrastructure investment, regulatory requirements and changing energy market conditions. Channel Infrastructure has identified opportunities associated with storage capacity, fuel security and potential future fuel applications.

Risks to Consider
Channel Infrastructure remains exposed to risks including changes in fuel demand, project execution requirements, Capital Expenditure needs and regulatory considerations. Infrastructure projects may require ongoing Investment and careful management of operational activities.

What to Watch Next
Future areas to monitor include infrastructure project progress, operational performance, customer arrangements and developments related to energy transition opportunities.