Last fall I was asked to speak to a group of institutional investors about the future of the electricity sector given the rapid technological and business model changes that are occurring in the utility sector. My remarks focused on the intersection of falling energy costs, technological advances, the rise in sustainable investing and business practices and the digitalization of the electricity sector that is allowing businesses and consumers unprecedented choice in how they meet their energy needs and allowing for new business models. And how change is gathering speed, like a giant snowball rolling down a mountain.
This article is based on my speaking notes, and includes the PowerPoint slides that I used in my presentation
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Good morning. On one hand one coul .. Read More