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.

  1. 22h ago

    Marco Patuano, Cellnex Q&A with Roy Harrison, Magellan

    What you'll learn: The key drivers of earnings for Cellnex - inflation protection, new towers and additional tenants. How Cellnex's natural economic moat and contractual protections helps protect cash flows. How Cellnex is leveraging its leading market position in Europe to drive industrial efficiencies and strengthen its partnerships with the region’s largest MNOs. How Marco and his team plan to gain efficiencies and improve the business going forward. How Cellnex’s strategic focus on organic growth is increasing returns and accelerating shareholder remuneration. The evolution of Cellnex's capital allocation and what investors should expect over the medium term. The key business risks - consolidation, contract renewals and satellites - and how these can be managed. Produced and edited by GLIO.

    Marco Patuano, Cellnex Q&A with Roy Harrison, Magellan

  2. Jun 21

    David Slater, DT Midstream Q&A with Laiken Gladwell, ClearBridge Investments

    What you'll learn:  DT Midstream has delivered strongly since the DTE spin-off, with over 300% TSR, investment-grade status and dividend growth.  The ONEOK Midwest pipeline acquisition has exceeded expectations, with growth capital already roughly matching the original acquisition cost.  DTM’s “network effect” is a major value driver, linking pipelines, storage and supply routes across a wellhead-to-market footprint.  Natural gas demand is supported by LNG exports, power growth and data centres, especially across the Upper Midwest.  New York/New England could be a significant future opportunity, but DTM will remain cautious given political and permitting risk.  The $3.4bn backlog underpins durable organic growth, with around half already FID’d and execution risk actively managed.  DTM’s midsize, nimble model is a competitive advantage, allowing fast customer response, disciplined execution and selective M&A. Produced and edited by GLIO.

    David Slater, DT Midstream Q&A with Laiken Gladwell, ClearBridge Investments

  3. Mar 21

    Miguel Stilwell, EDP Q&A with Simon Ong, ClearBridge Investments

    What you'll learn:  EDP history and background EUR 12bn strategic plan targets 2026 to 2028 Why Portugal & Spain present great opportunities Why is Brazil attractive EDP's exposure to wholesale energy prices EDP's financing strategy and disconnects between the listed and private markets Produced and edited by GLIO.

    Miguel Stilwell, EDP Q&A with Simon Ong, ClearBridge Investments

  4. 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.

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

  5. 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.

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

  6. 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.

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

  7. 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.

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

  8. 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.

    Tim Cawley, ConEdison, Q&A with Balfe Morrison, BlackRock
See All (14)

About

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

Information

  • Creator
    Fraser Hughes, Shaun Stevens
  • Years Active
    2024 - 2026
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    © 2024 GLIO
  • Show Website
    GLIO Podcast Series