GLIO Podcast Series

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-...

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. 

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...

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; Consist...

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 m...

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...

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 grow...

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 mo...

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 an...

What you'll learn from the conversation:  Business overview of Williams Demand drivers for natural gas Southeast supply enhancement Energy storage growth Capital allocation strategies Natural gas and emission reduction Where you can find more company information   Produced and edited by GLIO. 

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. 

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. 

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 harden...