Disruption of traditional utilities

Question 1

What are the sources of disruption?

Answer 1

Technological Developments + Policies To Facilitate Adoption + New Financing Options = Disruptive Change

Question 2

What has The Distribution Model Under Attack?

Answer 2

On-site Generation at Prices Competitive with Utility Rates

Question 3

What Has Changed?

Answer 3

Technology has become more advanced and more widely deployed
» Advancedmeteringinfrastructure(AMI)deploymentswider–platformfor additional advancement
» Batteriesgettingcheaper,inpartduetoelectricvehicles(EVs)andplug-in hybrids (PHEVs)

Question 4

How Tech Companies Can Enter the Utility Space?

Answer 4

Why?
» Cash stockpiles
» Box out competitors
» Data management
» Customer-facing solutions
  How?
» Customer tools
– Google Power (defunct)
» Acquisitions – Nest
» Direct investment – Solar City
– Clean Power Finance – Brightsource Ivanpah