使公用事业能够投资于基于云的资本支出

本报告分析了基于云的监管政策的演变，并提供了有关公用事业目前如何利用其云和 SaaS 投资的信息。

内容

前言

概述

建议

云和 SaaS 正在迅速成为常态

能源供应商正在意识到云计算的多方面价值流

能源行业在云和 SaaS 采用方面仍然落后于其他主要行业

过时的法规和缺乏会计公平困扰着行业并扼杀了创新

北美公用事业公司将监管壁垒列为主要障碍

监管现代化的步伐仍然缓慢且不足

能源软件供应商并没有坐等监管机构赶上来

公用事业可能仍然能够利用他们在云和 SaaS 上的投资

预付费合同受到监管机构的欢迎

定期付款以牺牲潜在收入为代价保持灵活性

一种混合方法，可最大限度地减少可用替代方案的灵活性和收入权衡

Make-Whole Adder 有助于弥补云投资的机会成本

基于绩效的费率修订使未来前景成为可能

越来越多的州的 PUC 放宽了资本要求

很早就认识到云资本化问题的纽约公共工程委员会

伊利诺伊州开创性的监管流程可能改变了一切

Alabama Power 的直接方法为其他人提供了模板

印第安纳委员会允许预付云资本化

宾夕法尼亚州增加了不断扩大的案例研究库

Green Mountain Power 计划以早期先例为基础

加州的 IOU 寻求监管公平

能源供应商有落后的风险

This study takes a look at the evolution of cloud-based regulatory policy and outlines ways electric utilities can capitalize their cloud and SaaS investments today.

Table of Contents

Spark

Context

Recommendations

Cloud and Software as a Service Are Quickly Becoming the Norm

Energy Providers Are Awakening to Cloud Computing's Multi-Pronged Value Streams

Energy Industry Still Trails Other Major Verticals in Cloud and SaaS Adoption

Outdated Regulations and Lack of Accounting Parity Plague the Industry and Stifle Innovation

North American Utilities Cite Regulatory Barriers as the Primary Obstacle

The Pace of Regulatory Modernization Remains Slow and Insufficient

Energy Software Providers Are Not Waiting for Regulators to Catch Up

Utilities May Still Capitalize Their Cloud and SaaS Investments Today

Prepaid Contracts Have Been Well Received by Regulators

Periodic Payments Preserve Flexibility at the Expense of Earnings Potential

Hybrid Approach Minimizes the Flexibility and Earnings Tradeoffs of Available Alternatives

Make-Whole Adders Can Help Bridge the Opportunity Cost of Cloud Investments

Performance-Based Ratemaking Enables Future Pathways

Growing Number of State PUCs Have Eased Their Capitalization Requirements

New York Public Service Commission Recognized Cloud Capitalization Issues Early On

Illinois' Landmark Regulatory Proceeding Could Have Changed the Game

Alabama Power's Direct Approach Offers a Template for Others

Indiana Commission Allows for Prepaid Cloud Capitalization

Pennsylvania Adds to the Growing Case Study Library

Green Mountain Power Looks to Build on Early Precedents

California IOUs Are Clamoring for Regulatory Parity

Energy Providers Run the Risk of Falling Behind

List of Tables

Key OT Vendors: Cloud/SaaS Development and Sales Strategies

Cloud Adoption Trends

List of Figures

• SaaS/Recurring Spending by Region, World Markets: 2022-2030

Cloud Computing's Key Benefits

Regulatory Accounting Timeline/Evolution