GLIO Podcast Series
GLIO Podcast Series
Podcast Description
In this series, you'll hear leading industry voices from the regulated utilities, renewables, transportation, energy transportation and storage, and communications infrastructure sectors.
Podcast Insights
Content Themes
Covers key topics such as business models of major energy companies, market trends, capital allocation strategies, growth opportunities, and regulatory environments, with episodes detailing Cellnex's business model and ONEOK's acquisition strategy
In this series, you’ll hear leading industry voices from the regulated utilities, renewables, transportation, energy transportation and storage, and communications infrastructure sectors.
In this wide-ranging discussion, Chris and Justin covered:
- The company’s transformation into one of the largest pure-play regulated natural gas utilities in the country, and the investment drivers behind industry leading EPS growth.
- The $6.3bn five-year capital plan and the 2028 Great Basin expansion — a fully subscribed FERC pipeline drawing demand well in excess of its design capacity.
- How data center and AI-driven power needs are impacting natural gas demand.
- Regulatory modernization in Arizona and Nevada, including the move toward formula rates and the path to closing the earned ROE gap.
- The fortress balance sheet supporting Southwest Gas’ organic growth.
Produced and edited by GLIO.
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