Regulated Utilities
topic on 4 shows · 4 statements across 4 episodes
We Live to Build 
the Green Blueprint 
David Senra 
Capital Allocators
4 statements about Regulated Utilities, every show
Dell: Regulated utilities have no incentive to innovate, only grow rate base
“There's no financial incentive for them to come with new technology. Their only financial incentive is to go increase the size of the rate base.”
Farooqi: Outside retail aggregators understand customers far better than regulated utilities
“These companies understand customers a hundred times better than regulated utilities. They have come in from the outside. They know how to talk and communicate to customers and do the pricing in a way that the customer says, oh, I see, this will lower my bill,…”
Arndt: Regulated Utilities Are Risky Inflation Hedges Due to Social Contracts
“Certain types of real assets, particularly infrastructure assets, that can pass through inflation look quite attractive, but not, for example, regulated utilities, which you might in theory say should be, because there needs to be a social contract. If you're …”