Lately, I've been spending a lot of time reading articles over at oilprice.com. I guess I'm interested in how fossil investors are framing the energy investment world. Indeed, it is hard to find a fossil-centric article that is taking a serious look at renewables. But here's one article that seems to grasp the problem at hand for utilities. It's a sober view that recognizes the folly of attempting to grow the rate base. Dear Electric Company CEO: Merry Xmas and Cut the Dividend? | OilPrice.com If this article is any indication, utility investors may be getting to walk away. If the utilities do not divest generation assets, as I have argued, shareholders will divest these companies. There is a massive, global asset bubble just waiting to pop.