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EP.127 Julien Dumoulin-Smith, Managing Director, BofA Securities
Energy Unplugged by Aurora
Is There a Merit to Diversifying Regionally?
I think there's probably too much bifurcation across the revenue streams. I would offer this as a critical observation. Those that have access to the grid and are grandfathered into it and can effectively repower and reposition their existing portfolios towards cleaner electrons and storage units are those that are probably understated value. Urkhat were in an energy-only market that might be perceived as somewhat more risky.
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