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雷达卡
【出版时间及名称】：2009年12月美国电力行业研究报告
【作者】：OPPENHEIMER证券
【文件格式】：PDF
【页数】：64
【目录或简介】：
Table of Contents
Electric Utilities’ Position in the Market ............................................................................... 3
How to Build a Utility Portfolio ............................................................................................. 5
Fundamental Drivers of the Electric Utility Industry ............................................................. 8
Defensive Utilities ........................................................................................................ 8
Deregulated Utilities ..................................................................................................... 9
General Drivers .......................................................................................................... 10
Operational Chain of Electric Utilities ................................................................................ 11
Generation ................................................................................................................. 13
Daily Power Cycle............................................................................................... 14
Generation Technology ...................................................................................... 15
Selection of Fuel: Primary Driver of Cost ............................................................ 23
Transmission ............................................................................................................. 28
Distribution ................................................................................................................. 30
Smart Grid .......................................................................................................... 30
Retailing ..................................................................................................................... 31
Regulatory Overview ......................................................................................................... 32
Regulatory Bodies ..................................................................................................... 33
Rate Cases 101 ......................................................................................................... 34
Understanding AFUDC and CWIP ............................................................................. 37
Stranded Assets, Regulatory Assets and Securitization ............................................ 38
Deregulation ...................................................................................................................... 40
Difference between Regulated and Competitive Utilities ........................................... 42
Marginal Cost and the Dispatch Curve ...................................................................... 43
Carbon Costs ............................................................................................................. 46
Renewable Tax Credits.............................................................................................. 47
Appendix ........................................................................................................................... 50
Bloomberg Command Table ...................................................................................... 51
Energy Conversion Table .......................................................................................... 51
Table of State Utility Commissions ............................................................................ 52
Table of Electric Utilities and Independent Power Producers .................................... 55
Glossary ............................................................................................................................ 56
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