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Tag: "EON"

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Capital idea: Should utilities invest in the old or the new?

Capital idea: Should utilities invest in the old or the new?

As centralised and distributed energy markets continue to diverge, can the curse of capital allocation be managed in a way that creates value (or at least minimises loss) for shareholders?

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Split decision: Can utilities keep fossil fuel assets while chasing renewables?

Split decision: Can utilities keep fossil fuel assets while chasing renewables?

As the cost of solar, storage and wind continue to fall, the pressure on utility business models and their so-called “parenting advantage” will increase significantly.