Blog

Wind Water

Dominion and Coastal Virginia Offshore Wind

“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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Lithium

The US gave up it’s lead in EVs and batteries to China.

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

The Competitive Advantage of Nations

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

Consolidation

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

The US faces a pivotal moment / Net Zero

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

European wind seems to be facing a tough time

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

Oppenheimer: Nuclear Energy and US Ingenuity

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

Sense of urgency

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

Reimagining Utility Rates

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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Select Customer’s Role In Energy Transition – Applying The Doability Principle Customer’s Role In Energy Transition – Applying The Doability Principle

Customer’s Role In Energy Transition – Applying The Doability Principle

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?

Can Utilities Resolve The Productivity Paradox In A Sustainable Way?

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

Two Future Worlds For A Zero Marginal Cost Power Supply

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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Productization Of Services Needs A Deeper Understanding Of The Business

Two Areas That The Biden Infrastructure Plan Must Address

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

Productization Of Services Needs A Deeper Understanding Of The Business

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

Blackouts In Texas

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?

Will 2020 Be The Year For The EVs And The Rise Of SPACs?

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

Business Architecture As A Complex Problem

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?

Why Utilities Need To Have A Broadband Strategy?

  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?

Utilities Are Increasing Regulated Returns Exposure. So what?

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

Book Review: Uncharted

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?

Why Utilities Are Slow To Adopting Digital Platforms And Ecosystems?

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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Select California’s Decarbonization Challenge California’s Decarbonization Challenge

California’s Decarbonization Challenge

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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