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Read the announcement on page 2 >> By Jesse Berst
Most of Schneider's competitors -- Siemens, Alstom, ABB, GE-- have deep experience in high voltage and are migrating concepts to the medium-voltage distribution arena. Schneider, by contrast, has been the king of low-voltage. It is (in my view at least) the world's leading provider of gear that goes "behind the meter." With more and more utilities trying to reach beyond the meter -- load control, demand response, autoDR -- Schneider could have an interesting differentiator. That presumes that its integration is more than just redrawing the org charts. If it has its technical teams talking and collaborating, it has an opportunity to become a leader in "grid-ready" gear for commercial and industrial clients and "customer-ready" gear for utilities.
Notice as well the "SuperStorm Sandy" effect in the announcement on page 2. Telvent has had integrated weather forecasting for some time, but it is now emphasizing those capabilities. Like others, it doesn't want to see a crisis go to waste. The Sandy mess has utilities all over the country checking their disaster preparedness. And looking for suppliers who can help them harden their networks.
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With utilities investing significant capital into infrastructure, communications and software for the distribution grid, GTM Research publishes an in-depth analysis of the requirements, technologies and strategies that are ushering in the new age of distribution automation. The report is available from Research and Markets. Get details >>
Jesse Berst is the founder and chief analyst of Smart Grid News.com, the industry's oldest and largest smart grid site. A frequent keynoter at industry events in the U.S. and abroad, he also serves on advisory committees for Pacific Northwest National Laboratory and the Institute for Electric Efficiency. He often provides strategic consulting to large corporations and venture-backed startups. He is a member of the advisory boards of GridGlo and Calico Energy Services.
Read the announcement on page 2 >>
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