Is There a Merit to Diversifying Regionally?

In this week’s episode, we’re delighted to welcome Julien Dumoulin-Smith, Managing Director at Bank of America’s (BofA) Securities, in a conversation with Julia Hoos, Aurora’s Head of USA East. 

Julien is a Managing Director in Bank of America’s Equity Research team covering US power, utilities, and alternative energy. He is a double ranked #1 analyst in both utility and alternative energy categories of the Institutional Investor All‐America Research Poll for several years. Julien has a BS in applied math and an MBA both from Columbia University.

Main topics include:

•The current state of the US power markets and the impact of the inflation reduction act (IRA) 
•The differences between vertically integrated and competitive power markets in the US•The future of batteries in the short and long term 
•The potential for carbon capture and storage (CCS)

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