dependstates

Smart Grid History: The Bad, the Good, and the Revenge of the Customers

When the short history of smart grid is written someday, I predict it will include four chapters: Government industrial policy and political correctness Market rationalization of the policy mistakes Customer aggregation, choice and revenge The return to rational energy economic equilibrium In Chapter 1 we will hear all about the first phase of smart grid Read more about Smart Grid History: The Bad, the Good, and the Revenge of the Customers[…]

Disruptive Technology is Transforming our Energy Information Future

The forces of market fundamentals, competition and disruptive technology have turned the energy vertical on its head stripping it of many of its established market consultants and commoditizing the sources of data and information used and useful in decision support. But the need for expertise, analysis and insight has never been greater. After spending years Read more about Disruptive Technology is Transforming our Energy Information Future[…]

Smart Grid Sector Consolidation Drives R&D for Integrated Solutions

The consolidation phase is underway in the fragmented smart grid sector. Smart meter deployment is capturing most of the attention but it masks the scramble underway to bring together the technology, expertise and scale needed to make smart grid profitable and make those meters ‘used and useful’ enough to warrant the cost.  Tension between customer Read more about Smart Grid Sector Consolidation Drives R&D for Integrated Solutions[…]

Smart Grid Tipping Point is Sooner than Jesse Berst Thinks

On June 1st I wrote about Android@Home in a post entitled “Who will control the Gateway to Utility Customers?”  In it I argued that the debate about smart grids, renewable energy, emissions reduction and the other issues driving the utility industry today is a distraction BECAUSE the real battle being fought is for control of Read more about Smart Grid Tipping Point is Sooner than Jesse Berst Thinks[…]

Big Bets on the Energy Future

Joe Hogan, CEO of ABB Group, is a smart guy.  His company produced $31 billion in revenue in 2010 so he knows something about the sweet spots where big bets produce big returns.  ABB’s business is infrastructure and the engineering, construction, operation and services to keep it running smoothly. So why would ABB spend $1 Read more about Big Bets on the Energy Future[…]

POWER PLAYS: My Scorecard for Energy M&A

The traditional utility central station business model is under assault by drivers of change over which the utility has little control.  In my recent post Utility Merger Mania? I talked about the factors I felt would drive utility mergers and my differences with the factors S&P’s Todd Shipman (whom I know from my days as Read more about POWER PLAYS: My Scorecard for Energy M&A[…]