utilities
2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Apr 9, 2025 by Justin White · across every show →
Everything said about utilities, oldest first
Apr 9, 2025 negative
White: Regulated utility incentives mirror defense cost-plus contracts
“The incentive structure is, is, is interesting actually for these companies in that they are typically, typically financially incentivized to spend money, not to save money. So in defense, this is called cost plus in the utility world, it's called it's called …”
Apr 9, 2025 bearish
White: Incumbent US utilities are unprepared for surging electricity load growth
“Existing grid operators and companies that own the grid, AKA utilities, Really, we don't believe have this sort of technology approach to solving the problem and frankly have operational and financial challenges as well. And there's a bit of a sort of like old…”