

EP.127 Julien Dumoulin-Smith, Managing Director, BofA Securities
Feb 2, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
The Highlights of Your Career So Far?
03:01 • 3min
What Do You Think About the Future of US Power and Utilities?
05:38 • 3min
What's the Impact of Vertically Integrated Regions on Utilities?
08:35 • 4min
Are Regulated Markets Going to Be Able to Execute?
12:10 • 3min
The Challenges to Execution in the US Power Markets
15:05 • 2min
Are Cluster Studies a Necessity of the Future?
16:40 • 3min
Is There a Merit to Diversifying Regionally?
19:18 • 3min
Are Renewables a Safer Bet?
22:28 • 3min
Is There a Divergence in the Future of Distributed Generation?
25:45 • 2min
I Think the West's Writ Large Is the Opportunity
27:34 • 5min
CCS Carbon Capture Is a Potentially Incredible Advament
32:50 • 3min