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Yes. This dynamic needs widespread communication and education.

The writing has been on the wall. It's an inevitable oncoming force like economic physics. Once the cost spiral picks up speed, the investor owned utilities will come apart at the seems.

Defection or Succession? My local utility is pressing its 5th rate increase for the year. With two very prominent, forward looking Cities that have been threatening succession. While recently Ann Arbor Michigan formed a Sustainable Energy Utility although remaining in DTE's distribution system and Maine also tried succession.

The new energy model is emerging and it will deliver substantial savings, clean, and resilient energy - along with a new revenue stream to local governments. Or to private equity companies that buy, transform, and break down IOUs.

Navigating industry disruption and tech transformation is my expertise. But at least for me, the last 3 years of daily efforts attempting to support utilities in taking the smallest baby steps has been a sacrifice of futility.

The IOUs are entombed by their shareholders, business model, and insularity. Much like the Detroit auto industry that failed to understand EVs or autonomous as a service, then could never catch up. Personally, I support a utility concept, but one transformed, similar to how copper wires Ma Bell gave way to digital, mobile, smart devices and information networks.

And sooner the better. Living in the past will not deliver Electrification or the energy transition.

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Every time I look at this question I get the conclusion that W&S will never be viable compared to the future versions of nuclear and the cleanest Fossil fuels.

Every time you stick something intrinsically unreliable onto a grid it drags the costs up.

I would rather see us stick with FF solutions until we have the next gen nuclear.

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