In this week\u2019s episode, we\u2019re delighted to welcome Julien Dumoulin-Smith, Managing Director at Bank of America\u2019s (BofA) Securities, in a conversation with Julia Hoos, Aurora\u2019s Head of USA East. \n\nJulien is a Managing Director in Bank of America\u2019s Equity Research team covering US power, utilities, and alternative energy. He is a double ranked #1 analyst in both utility and alternative energy categories of the Institutional Investor All\u2010America Research Poll for several years. Julien has a BS in applied math and an MBA both from Columbia University.\n\nMain topics include:\n\n\u2022\tThe current state of the US power markets and the impact of the inflation reduction act (IRA) \n\u2022\tThe differences between vertically integrated and competitive power markets in the US\n\u2022\tThe future of batteries in the short and long term \n\u2022\tThe potential for carbon capture and storage (CCS)