Seeking Alpha

Clearlead » Comments » DUK

  • Duke Energy Wants to Own Every Piece of the Smart Grid [View article]
    utilities are uniquely positioned to optimize the grid and ensure reliability. If distributed resources are willing to take on the reliability liability of up to $1 million per day per FERC policy, that's great, but I doubt it. Furthermore, an open system does not necessarily translate to more competition in supply given the experience in retail access states that enjoyed very high costs as a result of "deregulation," indeed it may just mean less secure and less reliable grid. How much does a blackout cost the nation!
    Nov 20 09:51 am |Rating: +1 -1 |Link to Comment
  • New Enthusiasm for Nuclear Power [View article]
    If I were going to buy into the nuclear story....which is a very long term story...I would be looking at the companies that are involved with the engineering and design issues that will be necessary to clear to get approvals from the States and the NRC. I would also look to those companies supplying the reactors.
    Jul 23 09:35 am |Rating: 0 0 |Link to Comment
  • New Enthusiasm for Nuclear Power [View article]
    I don't get this article, Duke owns nukes, so does PGN (which I believe just got state approval to build two more reactors in Florida)...I think the author needs to recognize that ETR, EXC and NRG have merchant generation, not just nukes.
    Jul 22 10:59 am |Rating: 0 0 |Link to Comment
  • Duke Energy Corp. Q1 2008 Earnings Call Transcript [View article]
    Gotta like Duke's three primary growth areas; our Midwest generation, renewables and Latin America.
    May 03 09:52 am |Rating: 0 0 |Link to Comment
More on DUK by Clearlead
Clearlead's
Comments Stats
48 comments
Rating: 7 (13 - 6 )