EP.127 Julien Dumoulin-Smith, Managing Director, BofA Securities

EP.127 Julien Dumoulin-Smith, Managing Director, BofA Securities

In this week’s episode, we’re delighted to welcome Julien Dumoulin-Smith, Managing Director at Bank of America’s (BofA) Securities, in a conversation with Julia Hoos, Aurora’s Head of USA East. Julien is a Managing Director in Bank of America’s Equity Research team covering US power, utilities, and alternative energy. He is a double ranked #1 analyst in both utility and alternative energy categories of the Institutional Investor All‐America Research Poll for several years. Julien has a BS in applied math and an MBA both from Columbia University. Main topics include: •The current state of the US power markets and the impact of the inflation reduction act (IRA) •The differences between vertically integrated and competitive power markets in the US•The future of batteries in the short and long term •The potential for carbon capture and storage (CCS)

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Avsnitt(335)

Designing Resilient Power Systems: Lessons from the Iberian Blackout Ep. 296

Designing Resilient Power Systems: Lessons from the Iberian Blackout Ep. 296

This week on Energy Unplugged, Richard Howard, Aurora Energy Research’s Global Research Director, is joined by Christina Rentell, Research Lead for Aurora’s French and Iberian power markets. Drawing o...

7 Juli 33min

Designing Resilient Power Systems: Lessons from the Iberian Blackout EP.296 - Video Edition

Designing Resilient Power Systems: Lessons from the Iberian Blackout EP.296 - Video Edition

This week on Energy Unplugged, Richard Howard, Aurora Energy Research’s Global Research Director, is joined by Christina Rentell, Research Lead for Aurora’s French and Iberian power markets. Drawing o...

7 Juli 33min

The Solar Boom Meets the Grid, EP 295 - Video Edition

The Solar Boom Meets the Grid, EP 295 - Video Edition

This week on the Energy Unplugged podcast, Richard Howard, Global Research Director, Aurora is joined by Sonia Dunlop, CEO of the Global Solar Council, to discuss the state of the global solar industr...

30 Juni 46min

The Solar Boom Meets the Grid, EP 295

The Solar Boom Meets the Grid, EP 295

This week on the Energy Unplugged podcast, Richard Howard, Global Research Director, Aurora is joined by Sonia Dunlop, CEO of the Global Solar Council, to discuss the state of the global solar industr...

30 Juni 47min

SAWEM: Can South Africa Build a Competitive Power Market? EP. 294

SAWEM: Can South Africa Build a Competitive Power Market? EP. 294

In this episode of Energy Unplugged, two of Aurora’s energy market experts, Dan Monzani, Managing Director for UK, Ireland and South Africa, and Caroline Still, Market Lead - South Africa, examine one...

23 Juni 36min

SAWEM: Can South Africa Build a Competitive Power Market? EP. 294 - Video Edition

SAWEM: Can South Africa Build a Competitive Power Market? EP. 294 - Video Edition

In this episode of Energy Unplugged, two of Aurora’s energy market experts, Dan Monzani, Managing Director for UK, Ireland and South Africa, and Caroline Still, Market Lead - South Africa, examine one...

23 Juni 35min

The Primary Energy Fallacy: Why Electrification Changes Everything, EP. 293 - Video Edition

The Primary Energy Fallacy: Why Electrification Changes Everything, EP. 293 - Video Edition

This week on Energy Unplugged, Richard Howard, Aurora Energy Research’s Global Research Director, is joined by Jan Rosenow, Energy Programme Lead, Jackson Senior Research Fellow and Professor of Energ...

16 Juni 1h 2min

The Primary Energy Fallacy: Why Electrification Changes Everything, EP. 293

The Primary Energy Fallacy: Why Electrification Changes Everything, EP. 293

This week on Energy Unplugged, Richard Howard, Aurora Energy Research’s Global Research Director, is joined by Jan Rosenow, Energy Programme Lead, Jackson Senior Research Fellow and Professor of Energ...

16 Juni 1h 3min

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