Strategy & Planning

“While this iteration of the CFO role is just emerging, it reflects an expanded view given industry direction – the CFO as a strategic architect at the center of the business.”

“There’s no question that working with the government at the highest levels gets results. The leadership from the White House, what we’ve seen from DOE, has changed how the U.S. Forest Service, Bureau of Land Management, and others show up. We’re working with the FAA as well, and with DOE’s National Labs on important technologies.”

“Making sure that the IIJA and the IRA get executed well, there’s still a lot of devils in the details that need to be worked through with the agencies, like Treasury. Remaining engaged on those from a policy perspective, like looking at how that then leads to implementation, permitting, and siting reform is a big part.”

“There’re significant investments being made in transmission. Yesterday, I cited the work MISO is doing. We have ten billion dollars of projects moving forward. As I walked out, folks with other ISOs said, hey, wait a minute. SPP is doing things. CAISO is doing things.”

“We must find ways into resources that provide baseload power. If we can define a real path to the future, perhaps we can slow down the transition to where we can protect the consumer, not just residential consumers but the commercial and industrial consumers, and keep the economy flowing.”

“If I had one wish, we would have more interregional transmission planning and be addressing the seams issue. That is a need and can be the solution for the number of renewables that need to come online across our country, particularly to address reliability issues and extreme weather events.”

“The one issue bringing all western Commissioners together is being asked to engage on how to design markets in the west. There are two organizations proposing competing day-ahead markets.”

Conversations with Commissioner Ann Rendahl, Chair Carrie Zalewski, and Commissioner Eric Skrmetta with PUF’s Paul Kjellander, former NARUC President.

“More than ever before, the utilities that operate the grid, their regulators, and society at large, understand their fates should be increasingly intertwined going forward. Climate change and GHG reduction mandates make DER integration a necessity, along with building and transportation electrification.”

“We see opportunities, especially with the Inflation Reduction Act. There’s a lot of benefit to coal plant repurposing from a cost-per-megawatt-hour savings with the tax credit. You gain more tax credit benefit from hydrogen production.”