EP.127 Julien Dumoulin-Smith, Managing Director, BofA Securities
Energy Unplugged by Aurora
What's the Impact of Vertically Integrated Regions on Utilities?
It's fascinating, Julian, because when we came out with our first updated forecast post the IRA, we took into account the improved economics. We said, okay, but realistically on the ground, how quickly does this actually have an impact, right? And I think that we came out a little bit slower and maybe less still very optimistic, but less optimistic than a lot of what we were seeing. So absolutely hear what you're saying. It tells me that when you're focusing on looking at organizations and your view for the long term, you're thinking not just about do the economics make sense, but you're needing to really have an understanding of how are you running this business"
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