Topics covered: Transmission & distribution assets, Stocks to worry about, Stock recommendations, Smart grid outlook, Restructured utilities, Renewables standards, Regulatory trends, Regulated and unregulated utilities, Rate base growth outlook, Power plant costs and inflation, Outlook for nuclear power, Nuclear generation costs, Investor interest, Infrastructure building, Industry capitalization issues, Independent power producers, Increased reliance on gas-fired generation, Impact of high fuel prices, Impact of electronics and LED light bulbs, Capital expenditures, Capacity issues
