domingo, 22 de junio de 2008

Jim Rogers en NYTimes

Un reportaje muy interesante sobre Jim Rogers, el CEO de Duke Energy. Rogers es uno de los CEOs más activos pro-legislación medioambiental de EEUU, y por tanto un tío peculiar. Básicamente, parece un hombre muy listo, similar a Galán quizá en su visión estratégica. Ahora bien, como a todos, también se le ve el plumero...ardiente defensor del cap-and-trade para CO2 en EEUU, se arruga en cuanto se habla de subastar los permisos: claro, por una parte el cap-and-trade es bueno para las empresas, por los windfall profits que genera...pero si ya tienen que pagar por ellos, y sobre todo tienen carbón, ya es otra cosa...

Algún extracto que también me ha parecido interesante:
“What’s unusual about Jim is that he recognized these problems not as a woe-is-me burden but as real growth opportunities, opportunities to change his industry,” says Tim Wirth, president of the United Nations Foundation and a former senator from Colorado..

Interestingly, the one green initiative Rogers says he hopes will emerge most quickly is focused not on generating power but on conserving it...Save-a-Watt thus turns the power business on its head: rather than charge customers more to build plants, Duke will effectively charge them not to do so. “I would rather spend $8 billion implementing efficiency than spend $8 billion on building a nuclear plant,” Rogers told me.

When asked why Rogers ended up taking such a contrary approach to his job, friends point to the fact that he never trained as an engineer — the background of most energy executives

Customers in nuclear states have paid higher electric bills for years, because nuclear power is inherently more expensive to generate, Rowe points out. Duke could have switched to nuclear decades ago but didn’t, so now it must pay the price. [John Rowe es el CEO de Exelon, una empresa con fuerte componente nuclear]

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