This is the first issue of a newsletter tracking good thought leadership marketing among electric utility vendors.
IT’S A ‘SUPERCYCLE’
Schneider Electric’s EVP of Energy Management uses the term that’s been suggested by investment analysts over the last year. He says growing geopolitical uncertainty only adds to the other well-known drivers of electrification, all pointing to a multi-decade period of structurally elevated demand and investment — a supercycle.
This sustained disruption could provide the stimulus needed to re-build our energy systems quicker, for long term stability. ~Frederic Godemel
on Enlit (1,050 words)
Energy Crisis Is Resilience Catalyst
A STELLAR COMMENTARY
The CEO and founder of Epsilon3 published one of the best thought-leadership commentaries I’ve read this year. Her angle is clear, intriguing and right where it belongs: in the headline. She gives just enough context to orient the reader before identifying a problem and beginning to offer unique insight on the solution. Her point of view made me so curious about her company that I almost skipped ahead to the “About the Author.”
The lessons we learned the hard, often public way, may offer a roadmap for nuclear and fusion operators speeding towards their own industry’s inflection point. ~Laura Crabtree
on Power (1225 words)
Aerospace Offers an Unlikely Playbook for the Nuclear Energy Industry in 2026
DISPATCHABLE GEN + DATA CENTERS GET SOME <3
Enchanted Rock’s Chief Commercial Officer highlights new research out of Princeton University’s ZERO Lab showing strong economics for co-locating large data centers with dispatchable power generation. As a provider of dispatchable generation, Enchanted Rock didn’t need to think much about how to position this thought-leadership piece, which goes on to explain the relevance of FERC Order EL25-49 and what onsite generation developers can bring to the table.
“As data center developers prioritize time-to-power, onsite generation developers have emerged as critical execution partners….” ~Allan Schurr
Sponsored article on Utility Dive (875 words)
A New Role for Onsite Generation: Accelerating Grid Access for Large Loads Link
NGC SPOTLIGHT
New Growth Communications client, IkeGPS, published an eye-opening commentary about a growing risk to U.S. distribution networks. Aging poles, more attachments and a lack of structural data are at the heart of this asset management problem, according to their SME. Fortunately, better hardware and software for pole loading analysis (PLA) can help.
“What was once viewed as optional engineering due diligence is becoming standard practice across the industry.” ~Brett Willitt
on FactorThis (850 words)
The Billion-dollar Blind Spot: The Infrastructure Data Gap Plaguing Utilities
NEW TL ASSETS
AI is Electrification by Schneider Electric’s Research Institute
From Insight To Action: Harnessing AI to Safeguard Tomorrow's Energy Grids by GE Vernova
PRO TIP
“While ghostwriters do their best to write in the voices of their clients, the purpose of a first draft in thought leadership writing is primarily to capture and present the client’s ideas as accurately as possible. Then, as the client reviews the writing to make sure it correctly represents what they want to say, he or she will typically make revisions to better reflect how they want to say it as well.”
For more on this topic, read Can Ghostwriting Really Be Thought Leadership? By me, Bart King, principal consultant at New Growth Communications.
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