GLIO Podcast Series

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.

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.

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.

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.

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.