EP.127 Julien Dumoulin-Smith, Managing Director, BofA Securities
Energy Unplugged by Aurora
The Challenges to Execution in the US Power Markets
I think the cascading issues on permitting transmission and environmental permits remain front and center, right? And one sort of falls out of the other. Transmission and permitting around that falls out of interconnect. So I increasingly view them as intertwined critically so. But ultimately, the output here is, as you say, greater challenges to execution and needing to be tightly aligned.
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