The question
Grid investment is justified on reliability. What is reliability actually worth, and to whom?
Utilities carry long asset lives, regulated returns and rising load volatility. Investment cases lean on reliability language without stating what a marginal unit of reliability is worth. Our utilities work is early, and focused on making that value explicit before recommending anything.
What we are examining
- What reliability is worth per customer segment
- Load volatility and deferred investment risk
- Regulated return versus realized operational value
Analysis and instruments
The working material behind this industry. Instruments are interactive and show their assumptions.