DU Investors: Which corporations do you think will be involved in the reconstitution of the

[Mike 03]

electrical grid?

I'm looking at companies like GE (which is doing terribly), possibly SGR (which at the very least is involved in clean coal technology), but I'm at a loss to even begin to guess which infrastructure companies may well be perfectly situated to assist in the reconstruction of the grid.

Any ideas?

[yodoobo]

1. Same ones that are running it now

By grid I assume you mean power generation companies, and not the actual grid itself (which I understand is actually owned and ran by a consortium of power companies - see http://en.wikipedia.org/wiki/PJM_Interconnection)

In any event, I don't see the players in power generation changing all that much. Its a pretty specialized sector and I don't see non-related companies jumping in.

On edit - see http://en.wikipedia.org/wiki/Category:Electric_power_transmission_system_operators

This is a list of grid operators. However they are mainly "non-profit" companies that are owned by the power generating companies.

[Mugweed]

2. Fed gov contract work?

If this goes through the GSA, then expect a minority-owned, woman-owned, disadvantaged business percentage requirement. This is where the large companies with the long history of experience will start looking for the 8A, DBE, WBE companies to be subcontractors with them as a prime contractor. It's a good chance for little guys to actually get more experience, get some good work, and get some recognition. This stuff, hopefully, won't be no-bid contract bullshit handed out to friends. I'm looking forward to the end of crony capitalism.

[KoKo]

3. GE is making a BIG PUSH with the "Green Week" running on MSNBC

So, I'd say that GE is one.