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EP.127 Julien Dumoulin-Smith, Managing Director, BofA Securities
Energy Unplugged by Aurora
I Think the West's Writ Large Is the Opportunity
I think the west's writ large is going to be the opportunity and is ripe. I'm not particularly opportunistic about widespread permitting reformparticularly because it's such a thorny issue if you open up Pandora's box on what kind of federal permits you're addressing. When it comes to storage solutions there's a range of opportunities that make a lot of sense and the economics have been dramatically shifted. Can we really bring on the resources in time to ensure competitively price resources here? That's going to be an incredibly important question over the next five years. We talk about like an above all strategy diversity like the need for diversity given the inability to execute on any specific technology or or plan at once
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