Electric utilities are driving customers into the hands of startups

Imagine running a large public company — S&P 500 large — and telling some of your most promising customers that you can’t sell them what they want unless they’re willing to wait three to five years at a minimum. In some cases, the wait might be as long as a decade.
More likely than not, those customers would find someone else to give their money to.
That’s what’s happening today at large electric utilities across the U.S., according to a new report in The Wall Street Journal. Of all the companies that should be eager to embrace the electric transition, electric utilities would seem to be a

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