Many think the GameStop led consumer uprising will be limited to Wall St, but there are some parallels for energy market participants.
Potential to address network value streams and negotiate complexity and regulatory risk offers huge opportunity for any platform able to wrestle this dragon.
Bockchain has promised to cut out the bloated and inefficient middleman, so it’s natural platforms would emerge targeting the retail value stream.
The big opportunity for blockchain in the generation value stream lies in the ability to bring together lots of small amounts of capital.
A new coal generator in north Queensland would likely burn up to 79 per cent of its asset base – at the cost to Queensland taxpayers.
For utilities to have a chance at succeeding at the “brown to green” transition, a well thought out and highly flexible strategy will be fundamental.
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?
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.