Blog
FERC, Talen, and Data Centers
November 5, 2024
FERC’s rejection of Talen’s proposed ISA expansion from 300MW to 480MW is raising different reactions – potential regulatory overreach affecting competition, gaps in PJM’s ...
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A wake-up call for RTOs in the energy transition
October 29, 2024
PJM is delaying its next capacity auction as it plans to review the details of market design after complaints raised on the last auction ...
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Navigating AI Power Demands Efficiently
October 15, 2024
As the rise of artificial intelligence (AI) accelerates, it’s clear that power companies face unprecedented challenges in managing the growing demand for energy. AI ...
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New York’s offshore wind learning curve dilemma
September 6, 2024
These two offshore projects with 1.7 GW capacity seem to have negative learning effects – as in the more we do, the more we ...
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From Crisis to Time for Action – A Shift in Focus and Urgency
December 29, 2023
Here is my take on Enlit Europe 2023. While last year (2022) was about dealing with the energy crisis and ensuring energy security, this ...
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COP28 Climate Summit
November 27, 2023
The COP28 Climate Summit will see global leaders convene to address climate change, tweak environmental regulations, and push the power industry towards cleaner energy ...
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Energy Utility Capex
November 14, 2023
When Ford built Model-T, and more recently Apple, and Tesla had one thing in common – when they made bold moves in design and ...
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A new utility model needed
October 30, 2023
Maine will vote coming Tuesday whether to dissolve the investor owned utility model and set up a customer-owned utility. This effort is driven by ...
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Nuclear Project funding
October 15, 2023
For a western private-led-government-backed $10B+ nuclear project to be funded and delivered on time and budget will be a triumph of hope over experience. ...
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The Cheapest Sources of Electricity
September 30, 2023
An interesting chart. The usefulness of LCOE depends on how it is interpreted & used, which requires skills & expertise. Those who know how ...
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Dominion and Coastal Virginia Offshore Wind
September 28, 2023
“You need guts to operate as an entrepreneur in US power generation and distribution. The bosses of regulated utilities have lost their stomach for ...
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The US gave up it’s lead in EVs and batteries to China.
September 18, 2023
Starting early in EVs and batteries, the US gave up the lead to China. I can also think about small modular nuclear reactors where ...
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The Competitive Advantage of Nations
September 4, 2023
In the 03/1990 issue of HBR [https://lnkd.in/eN9rsvez], Michael Porter wrote: ”National prosperity is created, not inherited. It does not grow out of a country’s ...
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Consolidation
August 31, 2023
Where HECO ends up will only be known in the coming months, but it is worth reflecting if utilities, especially those at a higher ...
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The US faces a pivotal moment / Net Zero
August 28, 2023
The US faces a pivotal moment: According to Princeton’s Zero Lab report, U.S. electricity demand is expected to grow 20-25% from 2022 to 2030 ...
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European wind seems to be facing a tough time
August 18, 2023
European wind seems to be facing a tough time: Siemens Gamesa and Vestas have reported quarterly losses, Vatenfall has stopped a wind farm development, ...
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Oppenheimer: Nuclear Energy and US Ingenuity
August 17, 2023
The movie – Oppenheimer brings several things back into the foreground. Nuclear energy, spirit of entrepreneurship, and the ability of the US government to ...
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Sense of urgency
August 12, 2023
There are several salient points in this interview particularly the need for a “sense of urgency for innovation, markets, regulations, and policies to change ...
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Reimagining Utility Rates
July 14, 2023
Utility rates must be thoughtfully designed to align with the demands of energy transition. It’s crucial to account for higher fixed costs and equitable ...
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Customer’s Role In Energy Transition – Applying The Doability Principle
August 30, 2022
The energy transition involves a seismic change in the way we produce and consume energy. Such a change requires a combination of both top ...
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Can Utilities Resolve The Productivity Paradox In A Sustainable Way?
October 12, 2021
Is productivity growth a myth in today’s economy? Every industrial revolution has unlocked productivity growth. Between 1947 and 1972, productivity increased by 3.5% annually. ...
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Two Future Worlds For A Zero Marginal Cost Power Supply
June 17, 2021
In the congressionally mandated report on the future of electric power, published this February, the National Academy of Engineering has called out a finding ...
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Two Areas That The Biden Infrastructure Plan Must Address
April 13, 2021
The Biden administration infrastructure plan is an ambitious, and is badly needed for the country. The US infrastructure ranks 13th in the world according ...
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Productization Of Services Needs A Deeper Understanding Of The Business
March 26, 2021
Professional services companies like consulting and law firms are constantly challenged on how to scale their businesses. Scaling professional services boils down to adding ...
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Blackouts In Texas
February 28, 2021
Amidst the despair, inconvenience, and suffering, it is natural to get charged up, seek answers, and get restless to do something. Sadly, before a ...
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Will 2020 Be The Year For The EVs And The Rise Of SPACs?
February 15, 2021
The year 2020 has been an unusual year in so many respects. In business, no doubt it would mark as the watershed year for ...
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Business Architecture As A Complex Problem
February 1, 2021
The need for a good architecture for a well functioning business is often held beyond doubt, almost as a truism. But it is not ...
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Why Utilities Need To Have A Broadband Strategy?
November 18, 2020
Earlier this year the FCC cleared the way for utilities to secure 900MHz spectrum for broadband applications. This came after a ruling on ...
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Utilities Are Increasing Regulated Returns Exposure. So what?
September 18, 2020
The FT reported recently there has been a growing trend for the US utility business to rely on regulated returns, and Wall Street investors ...
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Book Review: Uncharted
September 18, 2020
I got a chance to read Margaret Heffernen’s book – Uncharted (UK edition) just before the Covid-19 pandemic in February 2020. The recents that ...
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Why Utilities Are Slow To Adopting Digital Platforms And Ecosystems?
September 18, 2020
Given the unprecedented success of digital platforms and ecosystem based companies – Apple, Amazon, Google, Alibaba, Facebook etc.; and the ongoing digitalization aspirations of ...
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California’s Decarbonization Challenge
September 17, 2020
The harrowing events in California recently has raised several questions on energy transition: Is the California situation inevitable? What are the options available for ...
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