GLIO Podcast Series

Fraser Hughes, Shaun Stevens

0.0 (0)
INVESTING
UPDATED MONTHLY

In this series, you'll hear leading industry voices from the regulated utilities, renewables, transportation, energy transportation and storage, and communications infrastructure sectors.

FEB 10

John Ketchum, NextEra Energy Q&A with Bobby Edemeka, Jennison Associates

In a wide-ranging interview, they discussed how NextEra Energy is building essential energy infrastructure to meet unprecedented electricity demand in the US, driven by AI-centric data centers, industrial electrification, and electric vehicle adoption — all while maintaining customer affordability. The result of this surge in electricity demand? The strongest earnings growth the US electric power industry has seen in over 30 years! Produced and edited by GLIO.

35 min
11/18/2025

David Hutchens, Fortis Inc. Q&A with Kyle West, Duff & Phelps

What you’ll learn from the conversation: Fortis' evolution into a leading North American energy utility;Fortis' new 2026-2030 $28.8 billion CAD capital plan focused on transmission and distribution;Opportunities above and beyond the five-year plan, including retail load growth and transmission driven by data centers; Impacts of recent legislation and policy trends in Canada and the US;Consistent funding plan supported by cash from operations, utility debt, and dividend reinvestment plan;Key regulatory applications, including the Tucson Electric Power general rate application;Financial discipline that has led to 52 consecutive years of dividend increases. Produced and edited by GLIO.

45 min
10/23/2025

Calvin Butler, Exelon, Q&A with Manoj Patel, DWS

Join us for the latest GLIO CEO/investor Q&A with Calvin Butler, Exelon, and Manoj Patel, DWS. What you’ll learn from the conversation: • How the largest pure transmission and distribution company in the U.S. serves the growing needs of the power grid with its unique, low-risk infrastructure platform • Exelon has a track record of operational excellence, making its collection of utilities the most reliable in the country • The company's focus on forward-looking recovery mechanisms allows for alignment with policymakers and efficient execution • How the company supports economic development in its states, with some of its jurisdictions amongst the top data center markets in the country • Exelon's opportunities to support the transmission buildout required to meet generational load and supply growth needs • The company's focus on affordability, given grid investment needs, and the need for new solutions, which creates opportunities for Exelon • Long-term organizational focus for sustained performance • Exelon's commitment to a strong balance sheet and growing dividend, underpinning its value proposition as a listed infrastructure investment Produced and edited by GLIO.

28 min
07/17/2025

Mark Aue, Chorus, Q&A with Eric Bright, Foresight

What you’ll learn from the conversation: • Chorus New Zealand is an ASX/NZX-listed wholesale-only fiber network owner • Completed their fiber to the home rollout via government PPP (2011-2022) with very little overbuild • Regulated asset base model for fiber since 2022 provides certainty; just started a new 4-year period • Fiber uptake at 72% today, enabling retirement of legacy copper network and simplification by 2030 • Recent global M&A for fiber networks recognizes fiber’s reliability and scalability to meet growing data demands Produced and edited by GLIO.

28 min
03/16/2025

Tim Cawley, ConEdison, Q&A with Balfe Morrison, BlackRock

What you’ll learn from the conversation: How the longest continuously listed stock on the NYSE has evolved over two centuries Financial discipline that has led to 51 straight years of dividend increases Navigating New York State’s Clean Energy Transition Initiatives encompassing the $72 billion investment identified in CECONY’s long-range plan Recent CECONY Rate Case filing that supports growing customer needs ED’s science-based Climate Change Vulnerability Studies and informed Resiliency Plans Strategy for re-imagining the gas system, safely and reliably, in support of local legislation Supporting low-income customer through Energy Affordability Programs Produced and edited by GLIO.

25 min
12/20/2024

Marco Patuano, Cellnex, Q&A with Svetlana Barthelemy, GIC.

What you'll learn from the conversation: • Highlights of Cellnex’s business model • Cellnex over the past 18 months: Largest changes & Key priorities • Looking forward: Industry trends & Growth drivers • Opportunities for growth and value creation • Tower infrastructure market structure • Cellnex capital allocation • What are investors missing from the Cellnex story? • Round up and find more company information Produced and edited by GLIO.

24 min
12/13/2024

Pierce Norton, ONEOK, Q&A with Rodney Clayton, DPIM

What you'll learn from the conversation: • Business overview of ONEOK • Nearly $25bn of acquisitions completed – what was the thought process? • Company structure: C-Corps v MLPs • Energy ‘transformation’ over energy ‘transition’ • Opportunities and energy demand – AI & Natural Gas/LNG growth • What differentiates ONEOK from its peers • Round up and find more company information Produced and edited by GLIO.

24 min
10/15/2024

Alan Armstrong, Williams, Q&A with Frank Greywitt, DWS

What you'll learn from the conversation: Business overview of WilliamsDemand drivers for natural gasSoutheast supply enhancementEnergy storage growthCapital allocation strategiesNatural gas and emission reductionWhere you can find more company information Produced and edited by GLIO.

27 min
10/10/2024

Scott Lauber, WEC Energy Group, Q&A with Steve Fleishman, Wolfe Research

Listen to Scott J. Lauber, President & CEO of WEC Energy Group, interviewed by leading Utility analyst, Steve Fleishman of Wolfe Research. Key themes discussed: High-level overview of WEC Energy and value proposition Data centers and power demand growth – opportunities & risks Capex: funding current and future growth Regulatory environment Produced and edited by GLIO.

17 min
10/10/2024

Chris Womack, Southern Co, Q&A with Rodney Clayton, Duff & Phelps Investment Management

What's covered in the interview? Power demand growth - data center & manufacturing opportunities Regulation, economic & community development Nuclear energy & energy resource security in the USA Funding growth & managing the balance sheet Produced and edited by GLIO.

20 min
10/07/2024

Scott Balfour, Emera Q&A with Simon Ong, ClearBridge Investments

What you’ll learn from the conversation: 1. Introduction of Emera and key business units. 2. Emera’s operations in Florida: TEPCO: A transformational deal in a premium jurisdiction#solar #naturalgas #ccs – key projects that have driven Emera’s growth and opportunities moving forward#resiliency #reliability #climate investments - #infrastructure physical asset risk to Emera and storm hardening investments made People's Gas: what are the key drivers behind the strong growth Emera is seeing?3. Nova Scotia: Population boom: What does this mean for Emera’s Electric business in Nova Scotia? Province's decarbonisation goal: ambitions and how NSPI is partnering up with the Government to achieve those goals?4. Funding: recent initiatives taken to position Emera for future growth Produced and edited by GLIO.

31 min

11 Episodes

In this series, you'll hear leading industry voices from the regulated utilities, renewables, transportation, energy transportation and storage, and communications infrastructure sectors.

Creator

Fraser Hughes, Shaun Stevens
Years Active

2024 - 2026
Episodes

11
Rating

Clean
Copyright

© 2024 GLIO
Show Website

GLIO Podcast Series