utilities
3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 23, 2025 by Bill Clerico · across every show →
Everything said about utilities, oldest first
Jan 23, 2025 positive
Clerico: Regulators, not utilities, block wildfire infrastructure investments
“And so there's sort of this, I think, ill-informed narrative that the utilities don't want to spend the money.
They actually love to spend the money and they would die to spend that money.
The issue is the regulators and the ratepayer advocates that basically …”
Jan 23, 2025 negative
Oct 15, 2025
Dell: Power generation costs dropped significantly while transmission costs climbed
“The cost to make the electron has gone down really significantly over the last 20 years, largely driven by the build-out of solar. But the cost to move the electron has gone up very significantly because our infrastructure is aging, and utilities have this kin…”