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The Great Electric Company Growth Opportunity

Energy use in the US can be split into two large (very, very large) pies. One is electricity for use in homes, buildings, and industry, and the other is transportation, which is powered primarily by liquid fuels (gasoline and diesel) from oil. There...

Posted July 24, 2014    

Barclays Just Threw Gasoline on the Fire that is the Battle Between Utilities and the Solar Industry

Last month Barclays downgraded the high-grade bond market for the entire electric utility sector because “we believe that a confluence of declining cost trends in distributed solar photovoltaic (PV) power generation and...

Posted June 16, 2014    

Climate Change and the American Economy

The 3rd National Climate Assessment (NCA) was released earlier this month, painting a frightening picture of the spiraling costs of climate disruption to America and highlighting the need to price carbon dioxide (CO2) emissions. While President...

Posted May 30, 2014    

Texas is the American Leader in Energy, So How Can Its Electricity Markets be Such a Mess?

By Elias Hinckley and Clair AustinTexas both produces and consumes more energy than any state in the U.S. It controls one-quarter of U.S. proven oil reserves. Energy companies looking to grow or to establish a U.S. presence set up operations in...

Posted May 28, 2014    

Water and the Future of Energy

California is in the midst of an epic drought. It is one of 11 western states (Texas, Colorado, Oklahoma, New Mexico, Nevada, Utah, Arkansas, Hawaii, Idaho, and Kansas are the others) that the U.S. government declared to be “primary natural disaster...

Posted January 20, 2014    

The Solar Energy Industry is Red Hot - Will it Get Hotter?

The solar industry has been very hot. Record amounts of new solar capacity have been installed over the past two years. The accelerating pace of adoption of solar panels for distributed generation (installed at the point of use, rather than sold...

Posted December 11, 2013    

Securitization: The Future of Solar Finance

The energy finance community has been eagerly anticipating the introduction of solar asset-backed securities – “solar securitization,”  – for at least three years, and may be waiting for another year or more. But sooner or later, securitization...

Posted November 6, 2013    

Uncertainty and Investment: The Real Danger to the Coal Industry

Supporters of coal have called the planned new rules from the EPA on CO2 emissions from coal-fired power generation a war on coal and have pledged to fight the rule-making process. It is true that there will almost certainly not be a new coal-fired...

Posted October 28, 2013    

Why Utility Downgrades are a Big Deal

Electric utilities are facing an unprecedented set of challenges. Demand for electricity, which had risen in a fairly steady manner for decades has flattened. Some of this can be attributed to the lack of economic growth. Increasingly, however, this...

Posted September 19, 2013    

Lessons From the Beginning of the End of America's Coal Industry

Lessons From the Beginning of the End of America’s Coal IndustryOnly a few short years ago the U.S. coal industry enjoyed a mini-renaissance with several new large power plants brought on line in 2010 and 2011, which at the time firmly entrenched...

Posted August 28, 2013    

5 Reasons Good Energy Projects Don't Get Financed

Most energy projects never get beyond the development process. There are many reasons for this, but failure to obtain financing has derailed an increasing number of projects over the past few years. The most common reason is the fundamental...

Posted July 26, 2013    

Building Bipartisan Collaboration on Energy Competition?

All indications are that the bipartisan Energy Savings and Industrial Competitiveness Act (“ESIC”) introduced by Sens. Jeanne Shaheen (D.-N.H.) and Rob Portman (R.-Ohio) will be brought to the Senate floor for debate once Gina McCarthy’s nomination...

Posted July 19, 2013