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[…]

The Quest by Dan Yergin

My old boss has a new book and, as usual, he has done a solid job of framing the energy issues we face in practical terms respecting the geopolitical and economic realities around us.  Like The Prize and Commanding Heights before it, The Quest will be a lasting contribution to both the literature and the Read more about The Quest by Dan Yergin[…]

The Fireworks of Disruptive Technology

Facebook began in a dorm room as a way to connect friends.  It now has over half a billion of them.  In the rest of our lives we don’t have such scale or the problems it brings.  We still must make a living and pay the bills.  We still have families and friends who want Read more about The Fireworks of Disruptive Technology[…]

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[…]

America’s Energy Policy Reality #4: Use the Bust to Plan the Next Boom

The energy business has always been a boom and bust place to be.  Driven by supply and demand fundamentals we always seem to repeat the same behaviors that got us where we are. Since we served energy, utility and investment banking clients at Henwood Energy Services, then Global Energy Decisions, then Ventyx as the business Read more about America’s Energy Policy Reality #4: Use the Bust to Plan the Next Boom[…]

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[…]

Customers Demand Smart Grid Benefits

Faster, Better, Cheaper and Smarter Grid Solutions—that’s what Customers Want! When I ran the Global Energy Advisors Division for Ventyx we ‘pitched’ our energy analytics products and services as ‘fast, good and cheaper than doing it yourself’ to our utility and investment banking clients.  It was a good sales pitch and had the added advantage Read more about Customers Demand Smart Grid Benefits[…]

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[…]

Energy Financial Analytics for What’s Next

I am often asked my views about what will be required to meet the energy market and financial analytics needs for the period ahead.  It is a fair question and many of the market consultants that grew and prospered in the last boom side of the market are gone, are shadows of their former selves Read more about Energy Financial Analytics for What’s Next[…]