M4A•Episode home
Manage episode 509977099 series 3677381
Content provided by Edmundo Rodriguez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Edmundo Rodriguez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
The AI boom is sending demand shockwaves through the electric utility sector, triggering potential $38 billion M&A deals and a scramble for existing assets. Discover how massive AI demand is forcing utilities to lock in regulatory rate settlements, like FPL's 10.95% return on equity (ROE), to gain the necessary financial certainty for grid expansion. We analyze why institutional capital is prioritizing swift asset deployment, favoring battery storage (12 months) over slower gas plants (four years) to rapidly build critical new utility infrastructure. Tune in to understand the financial and regulatory moves currently dictating who owns and controls our critical energy future.
64 episodes