-
Jun 07, 2012
|
Martin Rosenberg
I didn't stay for Bill Clinton's speech.
I already heard it - at the ARPA-E annual meeting this spring. It seems like the former president has been booked by virtually every major energy conference this year to be their star attraction.
At the Edison Electric Institute annual meeting in Orlando this week, I joked with the head of one of the groups that is paying a princely sum to...
-
Apr 30, 2012
|
Martin Rosenberg
Tomorrow morning, it is ask the editor time in Phoenix, as I head out to speak to a conference of folks engaged in training managers and leaders of energy companies.
Here are the questions they would like addressed.
1. Martin, you spend a considerable amount of time interviewing and talking to many of the top executives of our country’s largest...
-
Apr 25, 2012
|
Martin Rosenberg
Reading the future of the energy sector is far from easy. And the consequence of reading the future is large. It could make the difference between vast profits – or losses, good policies - or bad.
Here are a few of the tidbits I have noticed in recent days that had me rubbing my chin. See if they add up to a complete picture for you.
Coal company stocks have fallen a shocking 57...
-
Apr 17, 2012
|
Martin Rosenberg
Have you ever wondered what the handful of executives charged with securing the finances of some of the most capital intensive companies on the planet worry about?
Utilities are in a very expensive business. They hold one-tenth of the U.S. economy, it has been said. And they are poised to raise and spend $1.5 trillion – with a “t” – by 2030, a mere 18 years off...
-
Apr 10, 2012
|
Martin Rosenberg
I need to head out to Oregon this summer and sit down with the good folks of SolarWorld.
They are the leaders of the effort to bring the full weight of the U.S. government down on their Chinese competitors for allegedly dumping their solar panels in this country at below cost.
The SolarWorld folks tell me they are confident of winning their trade dispute. So I want to learn their strategies...
-
Mar 29, 2012
|
Martin Rosenberg
Information – it is hugely important to the future of energy in our lives. Some call the emerging discipline of making use of it “analytics.” But that description seems overly technical and inadequate.
How about the “energy app?”
How important will the information upheaval be in an industry set to spend $200 billion on smart grid by 2015, according to...
-
Feb 28, 2012
|
Martin Rosenberg
Arun Majumdar thinks the energy frontier poses the greatest of challenges and opportunities for America today.
And he proved it, in a passionate, sometimes electrifying speech before his organization’s crown jewel event, the ARPA-E Innovation Summit now going on just outside Washington.
In riveting detail, he chronicled some of the 180 projects his agency has funded since its launch...
-
Feb 23, 2012
|
Martin Rosenberg
One of the most disruptive issues now before utilities is whether solar power has staying power, and whether it is ready for prime time.
Disruption – in a variety of guises - will be front and center at the EnergyBiz Leadership Forum in Washington March 19-21.
Last week – lights were definitely burning brightly in the solar sector. There was MidAmerican Energy’s decision...
-
Feb 14, 2012
|
Martin Rosenberg
Think of the black phone that ruled for decades. Then, think of what happened when deregulation ushered in a telecom revolution that has shaken the roots of our economy and society.
Many feel that electric utilities are prime candidates for similar disruption in coming decades. New technologies will turn the business on its head. It will be hugely disruptive – and disruption is the...
-
Feb 09, 2012
|
Martin Rosenberg
The federal government has - after decades - green-lighted a nuclear project.
The Nuclear Regulatory Commission has approved two Southern Company reactors at its Vogtle plant.
These are the first nuclear plants to be approved since the Three Miles Island accident in 1979, when Jimmy Carter patrolled the White House.
There are lots worth pondering. But I will focus on one issue.
The Wall...