As power companies embark on a major infrastructure investment wave, a careful assessment of the business environment becomes critical to successful strategies. Uncertainty around CO₂ policy, spreading opposition to coal, the need for major transmission expansion to connect renewable power to the grid, the long lead time required to bring on new nuclear power, increasing reliance on imported LNG, unrealistic expectations regarding the cost of energy efficiency, and the prospect of an economic downturn all contribute to a murky and complex investment environment. A robust understanding of the future business environment will help business decision makers and regulators to make optimal investment choices, avoid project delays, and meet energy needs.

CERA’s analysis and insights will help clients in their strategy development and investment decision making, affecting company earnings and valuations for years to come; and will inform discussions with regulators and other stakeholders.