Investing in Utilities

Investing in Utilities

Most readers have likely seen the business triangle: cheap, fast, good [or accurate]; pick two. My first emotional reaction to the triangle was that it was something a lazy bum[1] would say. However, as a geezer, I think the law is valid for consulting. I will explain...
Investing in Utilities

Things You Need to Know Re Electric Vehicles

Last week I wrote about understanding the customer and knowing what they want, whether the customer is the utility, regulator, or the end user of energy. Taking this a step beyond, the customer/client may not know what they want. For example, a hypothetical customer...
Investing in Utilities

Betting with Deregulation – A Risky Proposition

Energy is a commodity, and like all commodities, it is wise to hedge risk; not go the other way and place bets. Unless you are a certain presidential candidate with privileged information on cattle futures, I would stay away from betting, er investing in, commodities...
Investing in Utilities

Learning Calculus via Demand and Energy

Last week, I was commenting on some retro-commissioning findings, and I was considering demand savings estimates versus energy savings estimates. A colleague asked, “If you are aware of any energy versus demand papers I would like to know more.” I was informed that...
Investing in Utilities

Relative Humidity, by Socks and Jeans

It is mid-June, and strangely here in the northern Midwest we have experienced virtually no warm, humid weather yet this year.  The weather can flip like a switch from a pattern of rain and clouds of the past several weeks to one that is hot and humid with little...