Leonard Hyman

Greg Abel has replaced Warren Buffett as the head of Berkshire Hathaway. The company's annual meeting last week was the first one helmed by him.

Britain's light-touch utility regulation enabled companies like Thames Water to load up on debt, extract cash, and fail operationally while regulators failed to intervene effectively.

Today's massive gas plant buildout could eventually create stranded assets as renewables continue gaining market share and becoming the lowest-cost power source.

Utilities are underestimating fuel-price risk, and repeated spikes in gas prices could make many new plants uneconomic, underutilized, or stranded.

There are over 100 new gas fired power stations under construction in the US. The US Energy Information Administration (EIA) projects that domestic

Decades after electricity deregulation and market restructuring, consumers have seen little evidence of meaningful long-term savings.

U.S. utilities are overcapitalized with expensive equity, claiming consumers could pay 10–15% less for electricity if utilities relied more heavily on low-cost government-backed debt, as seen in countries like France and historically in Japan.

Defense and reconstruction firms emerge as the biggest winners, while oil and gas producers face longer-term headwinds as post-war supply recovers and consumers accelerate the shift toward alternative energy.

Exelon's CEO warns the U.S. could face widespread blackouts by 2027, arguing utilities need permission to build new power plants as investment has failed to keep pace with future demand.

Experts state the grid requires 5,000 miles of new high-voltage lines annually, yet actual additions have collapsed from nearly 4,000 miles in 2013 to a historic low average of just 392 miles between 2022 and 2025.