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How do you solve a problem like GE?

We’re sorry that we go on each week about some aspect of GE, but it is critical to the ability of the US to benefit from renewables at the manufacturing level. There are US financial companies and some US utilities which benefit from renewables, but GE is the only global class equipment manufacturer that seems to be able to do the same. Of course if you count distributed solar, there are perhaps 3 or 4 others that make waves in the US, but here we are thinking about grid scale activity. If GE drops out of the renewables race, which we said after the latest results CEO Larry Culp is clearly not considering, then we see little good on GE’s…

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