Selecting the Right Generation Portfolio
By Mark Matousek and Eric Chung
Strategic Decisions Group
November 2006
Recent regulatory and political developments will undoubtedly influence future environmental compliance and generation asset portfolio choices and call into question legacy decisions. As a result, power companies are undertaking a fundamental review of their generation or supply portfolio in light of the major sources of today's environmental uncertainty. The preservation of billions of dollars of shareholder value is at stake.