Mergers and Market Competition Separate Energy Princes from Regulatory Frogs

If you wonder why there are not more mergers of utility companies in the United States, the lessons from the experience of Exelon and Constellation will open your eyes. It appears that these two companies will finally get regulatory permission to get married, but both have had to kiss a lot of frogs before they Read more about Mergers and Market Competition Separate Energy Princes from Regulatory Frogs[…]

Google Throws in the RE<C Towel

In 2007 Google made a big splash launching its Renewable Energy Cheaper than Coal (RE<C) initiative.  After $850 million in investments to try to drive down the cost of renewable energy below the cost of coal and perform other feats of magic in the clean energy space Google’s Urs Hölzle, Senior Vice President, Operations said Read more about Google Throws in the RE<C Towel[…]

Spending Like There Will Be No Tomorrow

The US Department of Energy Loan Program Office (LPO) is quite proud of its work. When you go to the Our Projects page it explains that “LPO is one of the largest and most productive energy project finance operations in the world and has committed over $30 billion to support 42 clean energy projects.  These Read more about Spending Like There Will Be No Tomorrow[…]

Disruptive Technology Rationalizes the Energy Supply Value Chain

Disruptive technology is transforming the energy value chain. That process of rationalizing is being aided by energy policies and regulations that seek to frustrate or punish ‘black fuels’ and aid and abet ‘green fuels’ in order to achieve the policy goals of a clean energy economy. But disruptive technology is an equal opportunity change agent Read more about Disruptive Technology Rationalizes the Energy Supply Value Chain[…]

Blueprint for a Secure Energy Future

Energy Secretary Chu announced his Blueprint for a Secure Energy Future summarizing the Administration’s strategy on energy issues.  That it was announced on the White House blog in advance of several campaign fundraising President Obama was making was probably no coincidence. The Blueprint is more a resuscitation of what the Administration has been saying and Read more about Blueprint for a Secure Energy Future[…]

California's 33% RPS Plan for a Clean Energy Future

As expected the California Legislature approved a bill formally enacting the 33% renewable portfolio standard into law.  Governor Jerry Brown will sign the measure. Little else changes since the 33% RPS goal was set by Executive Order by then Governor Arnold Schwarzenegger.  There is widespread public support for California clean energy policies. But the 33% Read more about California's 33% RPS Plan for a Clean Energy Future[…]

My New Year’s Energy Scenario for 2011

New Year’s scenarios are a lot safer than New Year’s resolutions since they don’t actually require me to do anything new or different.  But when I look back over 2010 at least in the energy space it is easy to see the signposts of what might be ahead for us in 2011 and beyond. Generally, Read more about My New Year’s Energy Scenario for 2011[…]

QE2 Implications for Energy Strategy and Policy

There are several consequences from QE2 that can have material implications for the energy side of the economy: 1.       Higher inflation kills off new baseload power generation prospects from nuclear power and pushes even farther into the future the realistic prospects for clean coal technology.   The lead time, regulatory uncertainty and expected inflationary cost increases Read more about QE2 Implications for Energy Strategy and Policy[…]

UX and the Bakersfield Effect

User Experience (UX) and the Bakersfield Effect are not yet terms that go hand in hand—but they will be.  I know the title of this post sounds way too geeky but it says a lot in few words about what is going on in the successful—or not so successful deployment of smart meter technology. Unless Read more about UX and the Bakersfield Effect[…]

California CARB Math

California CARB Math:  How 33% Really Gets You 57% RPS Let’s see—the Governor is termed out and the election draws near for his replacement.  His executive order requiring 33% renewable portfolio standards by 2020 will sunset with him. The State Legislature failed to enact the 33% requirement into law.  The looming November election has a Read more about California CARB Math[…]