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!
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.
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.
Duke Energy Wants to Own Every Piece of the Smart Grid [View article]
New Enthusiasm for Nuclear Power [View article]
New Enthusiasm for Nuclear Power [View article]
Duke Energy Corp. Q1 2008 Earnings Call Transcript [View article]