Blog_17

With this outlet, I’ve spent a lot of time digging into much of what I’ll call the infrastructure and content of energy markets and the electric grid. Scattered throughout the pieces I’ve written so far you’ll find the lurking shadow of regulation. Without addressing it explicitly, it’s appeared subtly…


Blog_16

Last month, I discussed franchise rights and the importance of opening up distribution level infrastructure to competitive forces in the way wholesale markets and the transmission network did in the late 20th and early 21st century. As such, I think it’s important to revisit how transmission and wholesale generation…


Blog_15

In my last piece, I explored the business model of retail energy providers and how they might play a key role in a future with a higher penetration of distributed energy resources. In that piece, I noted the key activities REPs did not engage in:

REPs don’t build or…


Blog_14

In my last post, I wrote about the business model of utilities and their status as regulated monopolies. Needless to say, I was surprised by this state of affairs, given how much we in the US beat our chests about the power of free markets and capitalism. But, alas…


Blog_13

Last time, I did a deep dive into electricity trading and how electrons are bought and sold to ultimately ensure your lights turn on when you want them to. This week, I’m writing about electric utilities, which you are probably aware of but likely don’t give much thought, as…


Blog_12

Hey there, and apologies for the month-long hiatus. I took some time to work on a shorter-term opportunity that I’m very excited about but man did I miss writing, so I’m very glad to be back in the saddle. This piece is near and dear to my heart as…


Blog_11

A very broad theme I have been mulling over for the last 5–6 years is the process of decentralization and atomization of almost everything in the world — societies fragmenting by way of social media, centralized, dependable institutions like the US federal government or the European Union failing in…


Blog_10

There’s a famous essay by David Foster Wallace called This is Water I once gave to a close friend for his college graduation. The essay in its entirety is rather profound, but the opening lines are lighthearted and relate closely to the topic I will cover in this post…


Blog_9

Returning now to the mini-series I was writing on batteries after I briefly interrupted that flow with the update on Social Capital (flow…get it?). If you missed the first part, you can find it here. High level recap, batteries will play a big role in carbon-free energy production and…


Blog_8

I’m a day behind schedule but better a late post than none at all! I wanted to share something I worked on back in July of 2020. Chamath Palihapitiya issued this Twitter challenge, a portion of which I’ve screenshotted below:

I spent about a week putting something together after…

The Existential Investor

Follow me on Twitter @thegreengraham for more

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