別讓減碳變企業殺手

HBR哈佛商業評論2009/七月號

Fix Utilities Before They Need a Rescue

Something is seriously wrong with the basic assumption behind the business model of utilities, and companies of every kind are likely to feel the consequences.

Utilities have always assumed that their output would continue to grow, allowing for economies of scale and lower prices. But electricity and gas customers—aided by the utilities themselves—are reducing consumption. Sales are already flattening, and they’ll only fall faster as governments put in place more incentives to control greenhouse gas emissions.

In most industries, it’s all well and good for companies with outmoded business models to collapse and disappear, but not in utilities. We need healthy power companies to keep the economy running and underwrite the transition to climate-safe forms of energy.........

前些日子台灣油電雙漲、引發民怨的公用事業（電力、石油公司）目前採取的營運模式，面臨了極大的挑戰，其實能源業與金融業，在事業模式（business model）的矛盾處有點相同：收益都是奠基在顧客的使用量、及交易量上，然而這與節能減碳、或長期投資（減少熱錢）的方向，都是背道而馳的。

這也呼應了之前討論的Jobs to be done（顧客欲完成的工作）概念，能源及金融業純粹由自已的方便的角度來收費，卻不思考顧客真正想要的價值。