The ScottMadden Energy Industry Update – Early Fall 2013
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The Times They Are a-Changin’ (or Serenity Now!)
We are pleased to announce our Early Fall 2013 issue of THE SCOTTMADDEN ENERGY INDUSTRY UPDATE. This semi-annual publication features our view of recent significant events and emerging trends in the energy industry.
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The confluence of relatively flat power demand, cheap natural gas, advancing technology (including learning curve effects on renewable technologies), public policies supporting renewables and efficiency, and perceived grid fragility after Superstorm Sandy has led customers to investigate other options such as self-delivery and self-supply. This is leading utilities to evaluate strategies, investment priorities, and even business models and regulatory paradigms.
Highlights include:
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Utility Business Model: Chronicle of a Death Foretold? Or Hype?
Although profound changes in self-supply and self-delivery of electricity are possible, there is also opportunity and time to plan.
Also:
- Executive Summary
- Stock Price Growth: Utilities Still Lag, Haunted by an Uncertain Rate Environment
- Mergers & Acquisitions: Regulated Utilities Are Primary Targets of Whole Company Deals
- Mergers & Acquisitions: Large Asset Transactions Dominated by Midstream Assets
- Utility Investment Outlook: Analyst Views
- From the CEO to Shareholders: Some Quotes and Themes
- The Energy Industry by the Numbers
Demand Response in Power Markets: Policy and Reliability – Striking a Balance?
Generators and DR proponents are jousting over the dependability of DR and whether it is discouraging long-term investment in generation.
Also:
- Coal Retirements: Beyond Macro Forecasts to Regional Impacts and Economic Incentives
- Capacity Markets: Things Are Different in the Lone Star State…For Now
- FERC Revisits Capacity Market Design: Adaptation or Overhaul Ahead?
- The Nuclear Power Sector in Flux
- Utility Demand-Side Management, Especially Efficiency Efforts, Continue Advance
- Distributed Solar Resource Heat Map: One Approach
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Grid Resilience…Weathering the Storm?
Given our almost existential dependence on reliable electric power, utilities cannot avoid heightened expectations of customers and regulators regarding system reliability and resilience (no outages or at least shorter ones).
Also:
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Amidst much debate, increased availability of natural gas via hydraulic fracturing and low domestic prices have sparked interest in selling into global LNG markets.
Also:
Solar photovoltaic (PV) penetration has grown as decreases in module prices have lowered installed costs dramatically for distributed solar PV.
Also:
We hope you will find THE SCOTTMADDEN ENERGY INDUSTRY UPDATE to be a useful and informative resource. If you would like to discuss our observations in greater detail or have us present them or our views on other industry or management issues to your executive team, please contact us. View our Energy Practice area.
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