[They consistently phrase things in such a way as to flatter
deregulationists.  But their bottom line argument seems to be that dereg
can only work with a government run grid -- in other words, if it is
considerably regged.  Buried in here is a not bad illustration of how real
markets depend on government in their innermost nature.]

it's the standard recipe: privatization of the profitable bits (generation) and 
socialization of the unprofitable (transmission), which subsidizes the former. 

BTW, the news reports are that an Ohio power company -- First Energy Corp. -- was the 
source of the Big Blackout. This suggests another problem with the "deregulation" plan 
pushed by Yergin and his pal: what if a company is losing out in market competition 
and thus cuts back on maintenance and safety and the like? (cf. the hole in the 
nuclear power plant roof in Ohio.) The company's debt is at near-junk status, 
encouraging onerous debt-service payments and such corner-cutting.

It's as with airline deregulation, when some airlines cut back on maintenance (e.g.?, 
Alaska Airlines).

Jim

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