Investor Presentaiton
Energy Practice
An Industry in Transition with Major Challenges Presents
Attractive Opportunities for Practice Growth Around
Consumer Choice, Renewables, and Sustainability
Technology
Disruption
Consumer
Attitudes
Changing Regulatory
Environment
1. Increasing benefits and adoption of
energy efficiency technologies
2. Continued declining costs of
renewable energy generation
3. Increasing scale and declining
costs of battery storage
4. Increasing digitalization – big data,
Al, smart devices
5. Rollout of EVs in auto industry -
infrastructure / load impact
6. Improving technologies for space
heating and cooling
Cost competitiveness of coal/gas
1. Rapidly increasing concern for
climate change across the US
2. Increasing negative attitudes
towards natural gas
3. Greater public acceptance for
increased energy efficiency
4. Adoption of Electric Vehicles
5. Adoption of Smart products and
impact on demand
6. Acceptance of non-utility players
providing new energy services
7. Increased adoptions of DERS -
rooftop solar, batteries, etc.
1. Increasingly aggressive local
building efficiency codes
2. Growing number of states / cities
with 100% renewable targets
3. Various carbon tax proposals
across the US
4. Transport and buildings de-
carbonization policies
5. Potential for rate and utility model
restructuring
6. High local resistance to any new
gas infrastructure development
7. Potential impact of 2020 election
43
CRAC
Charles River
AssociatesView entire presentation