Blog
Dominion and Coastal Virginia Offshore Wind
09/28/2023
“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.
09/18/2023
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
09/04/2023
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
08/31/2023
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
08/28/2023
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
08/18/2023
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
08/17/2023
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
08/12/2023
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
07/14/2023
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
08/30/2022
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?
10/12/2021
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
06/17/2021
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
04/13/2021
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
03/26/2021
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
02/28/2021
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?
02/15/2021
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
02/01/2021
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?
11/18/2020
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?
09/18/2020
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
09/18/2020
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?
09/18/2020
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
09/17/2020
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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