Utilities Unplugged: A Deep Dive Into the Clean Energy Transition

In Conversation with SWS

In today’s episode of In Conversation with SWS, we sit down with three SWS energy and utility specialists and take a deep dive into the impact of the clean energy transition on utilities. The team covers the implications of recent SWS research findings on the capital markets and the outlook for M&A in the utility sector. The trio also discusses the ways in which AI could accelerate the clean energy transition, necessary steps in building up electricity resources, EV adoption, and more!

Our Speakers:

Eloner Habtezghi, Managing Director, Strategic Advisory

David Finkelstein, Co-Head Corporate Finance

Chris Ellinghaus, DOR and Senior Equity Research Analyst, Utilities and Alternative Energy

Key Time Markers:

0:02:51 – Utility infrastructure required for the transition

0:08:18 – Implications of AI and data centers

0:19:32 – Did you say $10 trillion dollars? Will there be rate pressure?

0:24:03 – Can the capital markets absorb all this new issuance?

0:29:13 – The M&A outlook

0:35:26 – Politics
Read more about our Utility Conference: https://www.siebertwilliams.com/post/sws-hosts-successful-utility-conference

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