WEDNESDAY, December 14, 2011

As many of you may know, I've spent almost 20 years writing sell-side utility, power and pipeline research.  I've been through the natural gas bubble and the deregulation of the power markets in the 1990's, the collapse of Enron, the rise and fall of the Independent Power Producers, and the internet bubble (think EnronOnline and broadband “trading”).  I’ve suffered through the recent commodity bubble along with many of you, unless you were on the right side of that trade, and watched my capital intensive, investment grade utilities get slammed by the liquidity crisis.  Just when I thought I’d seen it all, now I'm knee-deep in EPA regulations and searching for the outcome. The more things change…

I also happened to spend a couple of years writing coal research, and for a humble utility analyst, that was an eye opener!  It was during that time I became a client of DTC, and a friend of the firm.  As a newbie in the space, I found the vast amounts of information provided by DTC an invaluable resource, as many of you likely do, but I simply took it for granted.  Now, being on the inside and seeing what goes into the product has given me a new sense of respect for what DTC truly provides.  The attention to detail and the commitment to the client, while a cliché of sorts, are front and center at DTC.  And the best is yet to come.

Now I'm adding my utility expertise (think thermal coal demand), and my access to contacts in the sector, to the already packed DTC product offering.  The initial reception has been great.  I look forward to meeting all the loyal DTC clients, and implore you all to call me with any questions you may have as it relates to the coal demand side of the equation.  I can be reached at This e-mail address is being protected from spambots. You need JavaScript enabled to view it , or 646-843-0598.