“Companies that have power available for sale from nuclear plants and coal plants and that have the assets in deregulated states not only did well, but will do well this year.”
“Some of Europe's formerly nationally owned companies, like EDF, have benefited from favorable rules that made it harder for competitors. The actions of one big participant like this tend to serve as a catalyst.”
“The efficiencies are there with greater size. As the trend picks up then the rest of the companies and regulators will see the need for the rest of the industry to consolidate and share in the economies of scale.”
