utilities

For an interesting and creative perspective on the changes that are occurring in the energy sector take a look at the material being put out by Alexa Capital. Alexa is the brainchild of Bruce Huber the long-term guru of the renewables business at Jefferies.

To illustrate what the report is about let’s start with a question – why has the power sector, particularly in Europe, lost so much of its value when electricity demand (other than from nuclear generation) continues to rise?