CFOs Speak Out: Making Convergence Work

Deck: 

Warren L. Robinson, Executive VP and CFO, MDU Resources

Fortnightly Magazine - October 2005
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Do you think the repeal of the Public Utility Holding Company Act will mean more consolidation? If so, what do you foresee?

Warren L. Robinson: I believe that there will be further consolidation. I don't know that the repeal will have a tremendous amount to do with it. There will obviously be a positive impact. But I think many companies, if you look at Warren Buffet, Duke, and others, have been ignoring the holding company act already. I think it was a foregone conclusion that would be repealed at some point. But the fact that it has gone away I think will take away any reasons that companies might have for saying that they really can't look beyond their traditional areas ... I think the state regulators will be focused on how mergers will affect the ratepayers. ...

Now, I do think you are going to see continued consolidation [by] people like Warren Buffet that have an expertise in the business. Generally, I think it is a very positive development, but I don't think it is going to be a massive change in the outlook for utilities.

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