The U. S. power sector’s rush to build out natural gas capacity poses billions in financial risk for utility investors, but smart policy and shareholder advocacy can cut emissions and economic risks.
The rush to build more than 60 gigawatts of natural gas plants and pipelines risks tens of billions in investment and a trillion dollars in consumer costs by 2030. This report outlines these evolving risks for shareholders, lays out investor strategies to accelerate the clean energy transition, and shows how clean energy cuts utility investment risks from over-reliance on natural gas while providing new growth opportunities supporting decarbonization.
EI partnered with ACEEE to identify states using performance incentive mechanisms (PIMs) for strategic demand reduction (SDR).
EI’s Eric Gimon outlines how smart policy can overcome barriers on the grid to 100% clean energy targets to achieve a paradigm shift in the US power system.
EI’s Mike O’Boyle shares Colorado’s lessons learned in preventing utility monopsony power and how to replicate its competitive wind and solar bid results.
EI’s Mike O’Boyle interviews authors of a Sierra Club report on how utilities running uneconomic coal plants have overcharged customers by $3.5 billion.