David Gee

David Gee is a core member and former leader of the North American Energy practice at The Boston Consulting Group.

Since David joined BCG in 2010, his work has centered on the energy and petrochemicals sectors. He has deep expertise in energy networks, distributed generation, generation, and transformation.

Before joining BCG, David was president of North America for AES Corporation. He was also vice president of strategy for PG&E Corporation during the California energy crisis.

AREAS OF EXPERTISE

Strategy and operations for power generation
Vertically integrated power and gas utilities
Distributed generation
Petrochemicals
Downstream distribution

EDUCATION

MSc, management (finance), MIT Sloan School of Management
BS, highest distinction, chemical engineering, University of Virginia

HONORS AND AWARDS

President, Trustees, University of Virginia School of Engineering and Applied Science

Publications and Videos

Preparing for an Abundance of US Natural Gas

The growth in demand for natural gas could flatline by 2030, even as the supply expands. Players must take steps now if they are to thrive amid disruption.

Ensuring Cybersecurity in the Electric Utility Industry

As electric utilities embrace intelligent digital networks, they become far more vulnerable to cyberattacks. The industry must act decisively, going well beyond cybersecurity basics.

Rewiring Utilities for the Power Market of the Future

To meet the challenges of a rapidly changing market, utilities must overhaul their operating and business models before a significant downturn in performance occurs.

Value Creation in Power and Gas

Despite an increasingly challenging business environment, some power and gas companies have managed to generate solid returns for their investors. How have they done it?

America’s Unconventional Energy Opportunity

A divisive and often misinformed debate about unconventional gas-and-oil resources is jeopardizing a once-in-a-generation opportunity to change America’s economic and energy trajectory.

Distributed Energy: A Disruptive Force

Improving economics and innovation are driving the growth of distributed energy. Utilities must respond proactively to this rising threat by leveraging their many advantages.

TVA’s Bill Johnson on Leading in the First 100 Days

The new CEO of the Tennessee Valley Authority has spent more time listening than talking and more time asking questions than making bold declarations.

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The Death of Europe’s Liberalized Power Market?

The market’s evolution could take a number of different paths, but stakeholders would be wise to consider the implications of a turn away from liberalization.

Mind the Gap: What Scenario Analysis Says About the Future of the U.S. Power Industry

BCG’s analysis indicates that, for utilities and merchants to add enough capacity to avert reliability problems, the U.S. needs regulatory policy encouraging clear, credible price signals for new generation.

Deep Expertise, Broad Experience